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 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
|
- |
-2.57KClosed |
$160K - $193K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.61K- 1.76% |
$162K - $195K
|
145K
$13.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.68K- 19.73% |
$166K - $200K
|
10.9K
$1.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.76K- 14.9% |
$172K - $207K
|
15.8K
$1.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-2.84K- 3.73% |
$177K - $213K
|
73.4K
$6.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.87K- 28.63% |
$179K - $215K
|
7.16K
$661K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-2.95K- 5.87% |
$183K - $220K
|
47.2K
$4.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-2.95K- 3.02% |
$183K - $221K
|
94.7K
$8.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.96K- 13.45% |
$184K - $221K
|
19K
$1.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.99K- 46.41% |
$186K - $224K
|
3.46K
$319K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.01K- 3.21% |
$187K - $225K
|
90.9K
$8.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.04K- 3.12% |
$189K - $227K
|
94.3K
$8.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.14K- 2.65% |
$195K - $235K
|
115K
$10.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.19K- 11.33% |
$198K - $239K
|
25K
$2.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-3.21K- 24.35% |
$200K - $240K
|
9.98K
$921K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.28K- 8.4% |
$204K - $246K
|
35.8K
$3.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-3.31K- 3.41% |
$206K - $248K
|
93.6K
$8.64M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-3.4K- 0.32% |
$211K - $255K
|
1.06M
$97.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.46K- 15.23% |
$215K - $259K
|
19.2K
$1.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.55K- 40.14% |
$221K - $266K
|
5.3K
$489K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.71K- 5.08% |
$231K - $278K
|
69.2K
$6.39M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-3.75K- 3.3% |
$233K - $280K
|
110K
$10.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.77K- 94.39% |
$234K - $282K
|
224
$20.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.78K- 12.36% |
$235K - $283K
|
26.8K
$2.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.84K- 9.37% |
$239K - $287K
|
37.1K
$3.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.94K- 9.87% |
$245K - $295K
|
36K
$3.32M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-3.99K- 13.17% |
$248K - $299K
|
26.3K
$2.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-4.11K- 9.17% |
$255K - $308K
|
40.7K
$3.76M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-4.16K- 20.16% |
$258K - $311K
|
16.5K
$1.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.2K- 9.23% |
$261K - $314K
|
41.3K
$3.81M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-4.52K- 11.9% |
$281K - $338K
|
33.5K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.58K- 0.51% |
$285K - $343K
|
895K
$82.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.6K- 55.53% |
$286K - $344K
|
3.69K
$340K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.61K- 53.29% |
$286K - $345K
|
4.04K
$373K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.63K- 39.14% |
$288K - $346K
|
7.2K
$664K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.63K- 44.36% |
$288K - $347K
|
5.81K
$536K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.79K- 0.26% |
$298K - $358K
|
1.87M
$173M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.86K- 29.84% |
$302K - $364K
|
11.4K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.9K- 6.25% |
$304K - $366K
|
73.4K
$6.77M
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.05K- 3.04% |
$314K - $378K
|
161K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-5.1K- 20.51% |
$317K - $382K
|
19.8K
$1.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-5.38K- 28.37% |
$334K - $403K
|
13.6K
$1.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.69K- 3.45% |
$354K - $426K
|
159K
$14.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5.84KClosed |
$363K - $437K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.94K- 91.04% |
$369K - $445K
|
585
$54K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-6.06K- 2.71% |
$376K - $453K
|
217K
$20.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.28K- 28.18% |
$390K - $470K
|
16K
$1.48M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.29K- 5.09% |
$391K - $471K
|
117K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-6.41K- 0.79% |
$398K - $480K
|
801K
$73.9M
|