Purchases and Sales Made in Q4 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30.8M+ 108982.92% |
$1.91B - $2.22B
|
30.9M
$2.75B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.26MNew |
$513M - $594M
|
8.26M
$737M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.79M+ 156.4% |
$173M - $201M
|
4.58M
$409M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.32M+ 3.5% |
$82.2M - $95.2M
|
39.2M
$3.49B
|
|
|
Feb 02, 2023
Q4 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
676K+ 39.3% |
$42M - $48.6M
|
2.39M
$214M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
455K+ 394.65% |
$28.2M - $32.7M
|
570K
$50.8M
|
|
|
Jan 20, 2023
Q4 2022
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
452KNew |
$28.1M - $32.5M
|
452K
$40.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
416K+ 5.16% |
$25.8M - $29.9M
|
8.47M
$755M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
308K+ 3.42% |
$19.1M - $22.1M
|
9.29M
$829M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
263KNew |
$16.3M - $18.9M
|
263K
$23.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
251KNew |
$15.6M - $18.1M
|
251K
$22.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
231KNew |
$14.4M - $16.6M
|
231K
$20.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
214KNew |
$13.3M - $15.4M
|
214K
$19.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
205K+ 36.05% |
$12.7M - $14.7M
|
774K
$69M
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
203K+ 14.16% |
$12.6M - $14.6M
|
1.64M
$146M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
203K+ 14.16% |
$12.6M - $14.6M
|
1.64M
$146M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
165K+ 27.5% |
$10.3M - $11.9M
|
767K
$68.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Starboard Value LP
New York, NY |
BUY
|
- |
150KNew |
$9.31M - $10.8M
|
150K
$13.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
149KNew |
$9.26M - $10.7M
|
149K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137K+ 2.06% |
$8.48M - $9.82M
|
6.75M
$603M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
134KNew |
$8.32M - $9.64M
|
134K
$12M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
132K+ 753.77% |
$8.17M - $9.46M
|
149K
$13.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
129K+ 2.44% |
$8.02M - $9.28M
|
5.42M
$484M
|
|
|
Feb 14, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
129K+ 900.0% |
$7.98M - $9.24M
|
143K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
128K+ 50464.43% |
$7.93M - $9.18M
|
128K
$11.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
128K+ 17.68% |
$7.92M - $9.17M
|
849K
$75.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
126K+ 139.52% |
$7.84M - $9.07M
|
217K
$19.3M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
120KNew |
$7.43M - $8.61M
|
120K
$10.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
119K+ 83.96% |
$7.4M - $8.56M
|
261K
$23.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
117K+ 30.92% |
$7.29M - $8.44M
|
497K
$44.4M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
106K+ 43.53% |
$6.57M - $7.61M
|
349K
$31.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
99.5K+ 26.7% |
$6.18M - $7.15M
|
472K
$42.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
97.8K+ 102.41% |
$6.07M - $7.03M
|
193K
$17.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
96.4K+ 107.29% |
$5.98M - $6.93M
|
186K
$16.6M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
89.4K+ 76.72% |
$5.55M - $6.43M
|
206K
$18.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
88.1KNew |
$5.47M - $6.33M
|
88.1K
$7.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
87.8KNew |
$5.45M - $6.31M
|
87.8K
$7.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
87.6K+ 6.67% |
$5.44M - $6.3M
|
1.4M
$125M
|
|
|
Jan 20, 2023
Q4 2022
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
79.3KNew |
$4.92M - $5.7M
|
79.3K
$7.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
79.1K+ 11.29% |
$4.91M - $5.69M
|
780K
$69.6M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
76.9K+ 36.79% |
$4.77M - $5.53M
|
286K
$25.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
74.9K+ 157.1% |
$4.65M - $5.38M
|
123K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.9K+ 0.12% |
$4.53M - $5.24M
|
60M
$5.35B
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
71KNew |
$4.41M - $5.11M
|
71K
$6.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.6K+ 9.66% |
$4.32M - $5M
|
790K
$70.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
64.3K+ 220.83% |
$3.99M - $4.62M
|
93.4K
$8.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
62.7K+ 1210.6% |
$3.89M - $4.51M
|
67.9K
$6.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
55.5KNew |
$3.44M - $3.99M
|
55.5K
$4.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
53.5KNew |
$3.32M - $3.85M
|
53.5K
$4.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
48.9KNew |
$3.04M - $3.52M
|
48.9K
$4.37M
|