Purchases and Sales Made in Q3 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-98- 1.48% |
$6.09K - $7.33K
|
6.53K
$603K
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-99- 1.72% |
$6.15K - $7.41K
|
5.67K
$523K
|
|
|
Oct 31, 2022
Q3 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 1.62% |
$6.22K - $7.48K
|
6.09K
$561K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 1.31% |
$6.22K - $7.48K
|
7.52K
$693K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-101- 9.19% |
$6.28K - $7.56K
|
998
$92K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-111- 90.24% |
$6.9K - $8.31K
|
12
$1.11K
|
|
|
Oct 17, 2022
Q3 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-114- 1.61% |
$7.09K - $8.53K
|
6.95K
$641K
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-115- 2.44% |
$7.15K - $8.6K
|
4.59K
$424K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-117- 0.37% |
$7.27K - $8.75K
|
31.8K
$2.94M
|
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-121- 1.48% |
$7.52K - $9.05K
|
8.05K
$742K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-122- 0.86% |
$7.58K - $9.13K
|
14.1K
$1.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-125- 0.36% |
$7.77K - $9.35K
|
34.7K
$3.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-125- 0.7% |
$7.77K - $9.35K
|
17.7K
$1.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-131- 23.14% |
$8.14K - $9.8K
|
435
$40.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-132- 1.31% |
$8.2K - $9.88K
|
9.92K
$915K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-132- 0.35% |
$8.2K - $9.88K
|
37.1K
$3.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-133- 3.48% |
$8.27K - $9.95K
|
3.69K
$340K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-135- 0.24% |
$8.39K - $10.1K
|
55.9K
$5.15M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-140- 0.45% |
$8.7K - $10.5K
|
31.1K
$2.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-140- 2.37% |
$8.7K - $10.5K
|
5.78K
$533K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-141- 1.09% |
$8.76K - $10.5K
|
12.8K
$1.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-143- 2.49% |
$8.89K - $10.7K
|
5.6K
$516K
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-145- 3.5% |
$9.01K - $10.8K
|
3.99K
$368K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-150- 5.2% |
$9.32K - $11.2K
|
2.74K
$252K
|
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
SELL
|
- |
-150- 0.07% |
$9.32K - $11.2K
|
204K
$18.8M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-150- 0.81% |
$9.32K - $11.2K
|
18.4K
$1.69M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-150- 0.71% |
$9.32K - $11.2K
|
20.9K
$1.93M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-163- 0.86% |
$10.1K - $12.2K
|
18.9K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-166- 0.44% |
$10.3K - $12.4K
|
37.7K
$3.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-166- 0.44% |
$10.3K - $12.4K
|
37.2K
$3.43M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-169- 0.34% |
$10.5K - $12.6K
|
50.2K
$4.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
SELL
|
- |
-170- 0.14% |
$10.6K - $12.7K
|
121K
$11.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-175- 0.5% |
$10.9K - $13.1K
|
34.6K
$3.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-176- 3.29% |
$10.9K - $13.2K
|
5.18K
$477K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-177- 5.17% |
$11K - $13.2K
|
3.25K
$299K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-180- 4.6% |
$11.2K - $13.5K
|
3.73K
$344K
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-185- 3.89% |
$11.5K - $13.8K
|
4.57K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-190- 0.9% |
$11.8K - $14.2K
|
20.9K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-196- 4.72% |
$12.2K - $14.7K
|
3.96K
$365K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-196- 2.23% |
$12.2K - $14.7K
|
8.58K
$791K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-206- 0.79% |
$12.8K - $15.4K
|
26K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-206- 2.75% |
$12.8K - $15.4K
|
7.29K
$673K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-208- 3.49% |
$12.9K - $15.6K
|
5.75K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-212- 2.42% |
$13.2K - $15.9K
|
8.56K
$790K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-213- 0.31% |
$13.2K - $15.9K
|
68.9K
$6.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-213- 86.59% |
$13.2K - $15.9K
|
33
$3.04K
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-216- 5.76% |
$13.4K - $16.2K
|
3.53K
$326K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-221- 4.93% |
$13.7K - $16.5K
|
4.26K
$393K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-235- 1.61% |
$14.6K - $17.6K
|
14.4K
$1.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-242- 0.81% |
$15K - $18.1K
|
29.8K
$2.75M
|