Purchases and Sales Made in Q3 2022 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 13, 2022 Q3 2022
Gofen & Glossberg LLC

SELL
 -
-975
- 0.51%
$60.6K - $72.9K
192K $17.7M
Nov 14, 2022 Q3 2022
First National Bank Of Omaha

Omaha, NE
SELL
 -
-990
- 4.96%
$61.5K - $74.1K
19K $1.75M
Nov 14, 2022 Q3 2022
Tolleson Wealth Management, Inc.

Dallas, TX
SELL
 -
-1.01K
- 1.23%
$62.5K - $75.2K
81K $7.47M
Oct 11, 2022 Q3 2022
Clarus Wealth Advisors

SELL
 -
-1.01K
- 2.21%
$62.5K - $75.3K
44.6K $4.11M
Nov 02, 2022 Q3 2022
North Rock Partners, LLC

SELL
 -
-1.03K
- 20.1%
$63.9K - $76.9K
4.09K $377K
Nov 08, 2022 Q3 2022
Crescent Grove Advisors, LLC

SELL
 -
-1.03K
- 5.46%
$64.3K - $77.4K
17.9K $1.65M
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-1.05K
- 6.32%
$65.4K - $78.8K
15.6K $1.44M
Oct 06, 2022 Q3 2022
Marquette Asset Management, LLC

SELL
 -
-1.06K
- 2.15%
$65.6K - $78.9K
47.9K $4.42M
Oct 17, 2022 Q3 2022
Cfm Wealth Partners LLC

SELL
 -
-1.06K
- 1.65%
$65.7K - $79.1K
63.2K $5.82M
Nov 14, 2022 Q3 2022
Hsbc Holdings PLC

London, X0
SELL
 -
-1.09K
- 2.24%
$67.9K - $81.8K
47.7K $4.4M
Nov 03, 2022 Q3 2022
Moser Wealth Advisors, LLC

SELL
 -
-1.29K
- 1.12%
$79.9K - $96.1K
114K $10.5M
Nov 14, 2022 Q3 2022
Silvercrest Asset Management Group LLC

New York, NY
SELL
 -
-1.3K
- 2.36%
$80.9K - $97.4K
53.8K $4.96M
Nov 08, 2022 Q3 2022
Private Management Group Inc

SELL
 -
-1.4K
- 4.67%
$87K - $105K
28.6K $2.63M
Oct 20, 2022 Q3 2022
First Premier Bank

SELL
 -
-1.42K
- 20.52%
$87.9K - $106K
5.48K $506K
Nov 03, 2022 Q3 2022
Motco

SELL
 -
-1.44K
- 46.51%
$89.4K - $108K
1.65K $153K
Oct 21, 2022 Q3 2022
Macroview Investment Management LLC

SELL
 -
-1.44K
- 76.61%
$89.6K - $108K
440 $40.6K
Nov 10, 2022 Q3 2022
Cynosure Management, LLC

Salt Lake City, UT
SELL
 -
-1.44K
- 8.01%
$89.7K - $108K
16.6K $1.53M
Nov 09, 2022 Q3 2022
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-1.46K
- 28.8%
$90.6K - $109K
3.6K $332K
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-1.46K
- 0.21%
$91K - $110K
709K $65.4M
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-1.54K
- 8.17%
$95.6K - $115K
17.3K $1.59M
Nov 01, 2022 Q3 2022
Dagco, Inc.

SELL
 -
-1.7K
- 2.21%
$106K - $127K
75.3K $6.95M
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-1.71K
- 11.17%
$107K - $128K
13.6K $1.26M
Nov 07, 2022 Q3 2022
Spire Wealth Management

SELL
 -
-1.72K
- 4.29%
$107K - $129K
38.3K $3.53M
Oct 24, 2022 Q3 2022
Bg Investment Services, Inc.

SELL
 -
-1.8K
- 2.58%
$112K - $135K
68.1K $6.28M
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-1.82K
- 7.55%
$113K - $136K
22.2K $2.05M
Nov 02, 2022 Q3 2022
Capital Directions Investment Advisors, LLC

SELL
 -
-1.82K
Closed
$113K - $136K
0 $0
Oct 13, 2022 Q3 2022
Wesbanco Bank Inc

SELL
 -
-1.99K
- 3.27%
$123K - $149K
58.7K $5.42M
Oct 12, 2022 Q3 2022
Acropolis Investment Management, LLC

SELL
 -
-2.01K
- 3.06%
$125K - $150K
63.5K $5.85M
Nov 14, 2022 Q3 2022
Lws Wealth Advisors, Inc.

SELL
 -
-2.01K
- 19.19%
$125K - $151K
8.48K $782K
Nov 14, 2022 Q3 2022
Kovack Advisors, Inc.

SELL
 -
-2.06K
- 24.54%
$128K - $154K
6.35K $585K
Oct 17, 2022 Q3 2022
Private Trust CO Na

SELL
 -
-2.17K
- 10.19%
$135K - $162K
19.1K $1.76M
Nov 01, 2022 Q3 2022
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-2.19K
- 10.88%
$136K - $164K
18K $1.66M
Nov 09, 2022 Q3 2022
Bollard Group LLC

Boston, MA
SELL
 -
-2.2K
- 48.82%
$136K - $164K
2.3K $212K
Oct 12, 2022 Q3 2022
Taylor & Morgan Wealth Management, LLC

SELL
 -
-2.22K
- 3.35%
$138K - $166K
64K $5.91M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

SELL
 -
-2.23K
- 12.07%
$138K - $167K
16.2K $1.5M
Oct 06, 2022 Q3 2022
Dbk Financial Counsel, LLC

SELL
 -
-2.23K
- 16.55%
$139K - $167K
11.3K $1.04M
Oct 27, 2022 Q3 2022
Hollencrest Capital Management

SELL
 -
-2.26K
- 26.93%
$140K - $169K
6.12K $564K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

SELL
 -
-2.27K
- 18.66%
$141K - $170K
9.91K $914K
Oct 28, 2022 Q3 2022
Aspiriant, LLC

SELL
 -
-2.35K
- 5.69%
$146K - $176K
38.9K $3.59M
Oct 21, 2022 Q3 2022
Sbk Financial, Inc.

Richmond, VA
SELL
 -
-2.38K
- 20.81%
$148K - $178K
9.04K $833K
Nov 14, 2022 Q3 2022
Miller Investment Management, LP

West Conshohocken, PA
SELL
 -
-2.4K
- 0.84%
$149K - $180K
284K $26.2M
Nov 14, 2022 Q3 2022
Lake Street Advisors Group, LLC

SELL
 -
-2.43K
- 6.31%
$151K - $182K
36.1K $3.33M
Nov 10, 2022 Q3 2022
Argent Trust CO

Nashville, TN
SELL
 -
-2.43K
- 4.41%
$151K - $182K
52.7K $4.86M
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

SELL
 -
-2.44K
- 2.44%
$152K - $183K
97.6K $9M
Oct 13, 2022 Q3 2022
Castle Rock Wealth Management, LLC

SELL
 -
-2.45K
- 9.32%
$152K - $183K
23.8K $2.2M
Nov 14, 2022 Q3 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-2.5K
- 12.65%
$155K - $187K
17.2K $1.59M
Oct 24, 2022 Q3 2022
Lyell Wealth Management, LP

SELL
 -
-2.55K
- 15.0%
$158K - $191K
14.5K $1.33M
Nov 14, 2022 Q3 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-2.55K
- 8.28%
$159K - $191K
28.3K $2.61M
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-2.57K
Closed
$160K - $193K
0 $0

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