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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-249- 0.03% |
$15.5K - $18.6K
|
903K
$83.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-250- 1.47% |
$15.5K - $18.7K
|
16.8K
$1.55M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-255- 2.32% |
$15.8K - $19.1K
|
10.7K
$990K
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-255- 0.8% |
$15.8K - $19.1K
|
31.5K
$2.9M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-258- 50.0% |
$16K - $19.3K
|
258
$23.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-260- 3.57% |
$16.2K - $19.5K
|
7.01K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-267- 5.21% |
$16.6K - $20K
|
4.86K
$448K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-270- 4.59% |
$16.8K - $20.2K
|
5.61K
$517K
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-272- 1.78% |
$16.9K - $20.4K
|
15K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-280- 12.96% |
$17.4K - $20.9K
|
1.88K
$173K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-282- 3.02% |
$17.5K - $21.1K
|
9.06K
$835K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-295- 5.8% |
$18.3K - $22.1K
|
4.79K
$442K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-300- 0.35% |
$18.6K - $22.4K
|
86.5K
$7.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-300- 6.88% |
$18.6K - $22.4K
|
4.06K
$374K
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-300- 6.19% |
$18.6K - $22.4K
|
4.55K
$420K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-303- 12.52% |
$18.8K - $22.7K
|
2.12K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-312- 6.92% |
$19.4K - $23.3K
|
4.2K
$387K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-321- 8.87% |
$20K - $24K
|
3.3K
$304K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-325- 4.23% |
$20.2K - $24.3K
|
7.36K
$678K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-325- 56.52% |
$20.2K - $24.3K
|
250
$23.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-326- 7.35% |
$20.3K - $24.4K
|
4.11K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-335- 0.44% |
$20.8K - $25.1K
|
76.1K
$7.02M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-342- 0.99% |
$21.3K - $25.6K
|
34.4K
$3.17M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-343- 3.66% |
$21.3K - $25.7K
|
9.04K
$834K
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
SELL
|
- |
-344- 3.57% |
$21.4K - $25.7K
|
9.28K
$856K
|
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-358- 1.23% |
$22.2K - $26.8K
|
28.6K
$2.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-364- 0.8% |
$22.6K - $27.2K
|
45K
$4.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-365- 0.59% |
$22.7K - $27.3K
|
61.3K
$5.66M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-367- 2.02% |
$22.8K - $27.5K
|
17.8K
$1.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-372- 2.89% |
$23.1K - $27.8K
|
12.5K
$1.15M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-378- 6.17% |
$23.5K - $28.3K
|
5.75K
$530K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-380- 1.07% |
$23.6K - $28.4K
|
35.1K
$3.24M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-380- 1.07% |
$23.6K - $28.4K
|
35.1K
$3.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-385- 5.08% |
$23.9K - $28.8K
|
7.2K
$664K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-390- 8.13% |
$24.2K - $29.2K
|
4.41K
$407K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-395- 8.97% |
$24.5K - $29.6K
|
4.01K
$370K
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-398- 1.77% |
$24.7K - $29.8K
|
22.1K
$2.04M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-400- 2.31% |
$24.9K - $29.9K
|
16.9K
$1.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-403- 0.27% |
$25K - $30.2K
|
150K
$13.8M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-411- 0.5% |
$25.5K - $30.8K
|
81.6K
$7.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-415- 59.37% |
$25.8K - $31.1K
|
284
$26.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-415- 0.83% |
$25.8K - $31.1K
|
49.3K
$4.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-427- 11.21% |
$26.5K - $31.9K
|
3.38K
$312K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-430- 0.62% |
$26.7K - $32.2K
|
69.1K
$6.38M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-435- 3.58% |
$27K - $32.5K
|
11.7K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-452- 1.25% |
$28.1K - $33.8K
|
35.7K
$3.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-463- 1.53% |
$28.8K - $34.6K
|
29.7K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-474- 9.3% |
$29.5K - $35.5K
|
4.62K
$426K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-489- 9.74% |
$30.4K - $36.6K
|
4.53K
$418K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-498- 7.74% |
$31K - $37.3K
|
5.94K
$547K
|