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 28, 2022 Q3 2022
Canvas Wealth Advisors, LLC

BUY
 -
870
+ 13.21%
$54.1K - $65.1K
7.46K $688K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
852
+ 2.06%
$53K - $63.7K
42.1K $3.89M
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
818
+ 2.5%
$50.8K - $61.2K
33.5K $3.09M
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
779
+ 2.96%
$48.4K - $58.3K
27.1K $2.5M
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

BUY
 -
761
+ 16.41%
$47.3K - $56.9K
5.4K $498K
Nov 01, 2022 Q3 2022
Lowe Brockenbrough & CO Inc

BUY
 -
755
+ 4.58%
$46.9K - $56.5K
17.2K $1.59M
Nov 14, 2022 Q3 2022
Peoples Bank

BUY
 -
733
+ 2.43%
$45.6K - $54.8K
30.9K $2.85M
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
730
New
$45.4K - $54.6K
730 $67.3K
Nov 08, 2022 Q3 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
702
+ 2.14%
$43.6K - $52.5K
33.5K $3.09M
Oct 12, 2022 Q3 2022
Summit Financial Group, Inc.

BUY
 -
680
+ 1.55%
$42.3K - $50.9K
44.6K $4.12M
Nov 14, 2022 Q3 2022
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
664
+ 3.21%
$41.3K - $49.7K
21.4K $1.97M
Nov 09, 2022 Q3 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
663
+ 7.82%
$41.2K - $49.6K
9.14K $843K
Nov 01, 2022 Q3 2022
Modera Wealth Management, LLC

BUY
 -
645
+ 7.15%
$40.1K - $48.3K
9.66K $891K
Nov 09, 2022 Q3 2022
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
621
+ 0.71%
$38.6K - $46.5K
88.6K $8.17M
Oct 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
616
New
$38.3K - $46.1K
616 $56.8K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
611
+ 1.59%
$38K - $45.7K
39.1K $3.61M
Oct 14, 2022 Q3 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
600
+ 16.07%
$37.3K - $44.9K
4.33K $400K
Nov 08, 2022 Q3 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
583
+ 13.29%
$36.2K - $43.6K
4.97K $458K
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
579
+ 1.69%
$36K - $43.3K
34.7K $3.2M
Nov 08, 2022 Q3 2022
Davis R M Inc

Portland, ME
BUY
 -
560
+ 2.98%
$34.8K - $41.9K
19.4K $1.79M
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
543
+ 3.26%
$33.7K - $40.6K
17.2K $1.59M
Oct 14, 2022 Q3 2022
Avantax Planning Partners, Inc.

BUY
 -
531
+ 13.9%
$33K - $39.7K
4.35K $401K
Oct 24, 2022 Q3 2022
Investment Advisory Group, LLC

BUY
 -
531
+ 6.29%
$33K - $39.7K
8.98K $828K
Jul 10, 2024 Q3 2022
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
505
+ 0.2%
$31.4K - $37.8K
251K $23.1M
Nov 08, 2022 Q3 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
504
+ 12.55%
$31.3K - $37.7K
4.52K $417K
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
500
+ 6.36%
$31.1K - $37.4K
8.36K $771K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
498
+ 26.2%
$31K - $37.3K
2.4K $221K
Nov 07, 2022 Q3 2022
South State Corp

BUY
 -
493
+ 1.42%
$30.6K - $36.9K
35.2K $3.25M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
484
+ 0.54%
$30.1K - $36.2K
90.2K $8.32M
Nov 21, 2022 Q3 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
470
+ 5.26%
$29.2K - $35.2K
9.41K $867K
Oct 19, 2022 Q3 2022
Wealth Cmt

BUY
 -
467
+ 4.42%
$29K - $34.9K
11K $1.02M
Nov 14, 2022 Q3 2022
Israel Discount Bank Of New York

New York, NY
BUY
 -
445
+ 1.07%
$27.7K - $33.3K
41.9K $3.87M
Oct 17, 2022 Q3 2022
Leavell Investment Management, Inc.

BUY
 -
445
+ 7.57%
$27.7K - $33.3K
6.33K $584K
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
443
+ 1.03%
$27.5K - $33.1K
43.3K $3.99M
Oct 25, 2022 Q3 2022
Vista Wealth Management Group, LLC

BUY
 -
437
+ 7.41%
$27.2K - $32.7K
6.34K $585K
Nov 09, 2022 Q3 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
436
+ 0.77%
$27.1K - $32.6K
56.9K $5.25M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
416
+ 4.73%
$25.9K - $31.1K
9.22K $850K
Nov 15, 2022 Q3 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
407
+ 0.46%
$25.3K - $30.5K
89.8K $8.29M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
399
+ 1.89%
$24.8K - $29.9K
21.5K $1.98M
Nov 07, 2022 Q3 2022
Essex Financial Services, Inc.

BUY
 -
384
+ 0.7%
$23.9K - $28.7K
55.6K $5.13M
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
380
+ 2.85%
$23.6K - $28.4K
13.7K $1.26M
Oct 06, 2022 Q3 2022
Independence Bank Of Kentucky

BUY
 -
367
+ 0.68%
$22.8K - $27.5K
54.1K $4.99M
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
352
+ 1.73%
$21.9K - $26.3K
20.7K $1.91M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
345
+ 5.52%
$21.4K - $25.8K
6.59K $608K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
339
+ 0.12%
$21.1K - $25.4K
284K $26.2M
Nov 10, 2022 Q3 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
331
+ 1.46%
$20.6K - $24.8K
23K $2.12M
Oct 12, 2022 Q3 2022
Mc Naughton Wealth Management, LLC

BUY
 -
324
+ 7.76%
$20.1K - $24.2K
4.5K $415K
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
322
+ 2.52%
$20K - $24.1K
13.1K $1.21M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
322
+ 2.52%
$20K - $24.1K
13.1K $1.21M

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