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
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.7K+ 16.72% |
$668K - $804K
|
75K
$6.92M
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
10.6K+ 59.02% |
$659K - $793K
|
28.6K
$2.63M
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
10.6K+ 59.02% |
$659K - $793K
|
28.6K
$2.63M
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
10.4K+ 8.92% |
$644K - $776K
|
127K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.84K+ 29.82% |
$611K - $736K
|
42.8K
$3.95M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.8K+ 3.5% |
$609K - $733K
|
289K
$26.7M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.69K+ 42.6% |
$602K - $725K
|
32.4K
$2.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.41K+ 1.32% |
$585K - $704K
|
721K
$66.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
9.23K+ 3.3% |
$574K - $691K
|
289K
$26.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
8.63KNew |
$536K - $646K
|
8.63K
$796K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
8.06KNew |
$501K - $603K
|
8.06K
$743K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.45K+ 3.31% |
$463K - $557K
|
233K
$21.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.22K+ 230.3% |
$449K - $540K
|
10.4K
$955K
|
|
|
Nov 14, 2022
Q3 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
7.03KNew |
$437K - $526K
|
7.03K
$648K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.95K+ 4.85% |
$432K - $520K
|
150K
$13.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.94K+ 8.97% |
$431K - $519K
|
84.2K
$7.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.74K+ 1.2% |
$419K - $504K
|
569K
$52.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6.72K+ 137.58% |
$418K - $503K
|
11.6K
$1.07M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
6.42KNew |
$399K - $480K
|
6.42K
$592K
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
6.34K+ 7.43% |
$394K - $474K
|
91.6K
$8.45M
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
6.25K+ 69.69% |
$388K - $468K
|
15.2K
$1.4M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6.22K+ 56.05% |
$387K - $466K
|
17.3K
$1.6M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.14K+ 2.45% |
$382K - $459K
|
256K
$23.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.14K+ 2.45% |
$382K - $459K
|
256K
$23.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
6.04K+ 46.11% |
$375K - $452K
|
19.1K
$1.76M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
6.02K+ 22.21% |
$374K - $451K
|
33.1K
$3.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5.88K+ 9.41% |
$365K - $440K
|
68.3K
$6.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.85KNew |
$363K - $437K
|
5.85K
$539K
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.81KNew |
$361K - $435K
|
5.81K
$536K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.74K+ 61.36% |
$357K - $429K
|
15.1K
$1.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.73K+ 31.29% |
$356K - $429K
|
24K
$2.22M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
5.64K+ 0.62% |
$350K - $422K
|
910K
$83.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.59K+ 261.0% |
$347K - $418K
|
7.73K
$713K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.57KNew |
$346K - $417K
|
5.57K
$514K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.53KNew |
$344K - $414K
|
5.53K
$510K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
5.5KNew |
$342K - $411K
|
5.5K
$507K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.47K+ 28.23% |
$340K - $409K
|
24.9K
$2.29M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
5.42K+ 12.27% |
$337K - $405K
|
49.6K
$4.57M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.39K+ 22.73% |
$335K - $403K
|
29.1K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
5.18KNew |
$322K - $387K
|
5.18K
$478K
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5.17K+ 9.69% |
$321K - $387K
|
58.5K
$5.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.13K+ 157.0% |
$319K - $384K
|
8.4K
$775K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.11K+ 99.63% |
$318K - $382K
|
10.2K
$944K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.02K+ 109.04% |
$312K - $376K
|
9.62K
$887K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.92K+ 0.72% |
$306K - $368K
|
688K
$63.4M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.92K+ 2.53% |
$306K - $368K
|
199K
$18.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.88K+ 1.22% |
$303K - $365K
|
405K
$37.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.79K+ 53.16% |
$298K - $358K
|
13.8K
$1.27M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.71KNew |
$293K - $353K
|
4.71K
$435K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
4.53K+ 5.37% |
$282K - $339K
|
88.9K
$8.19M
|