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 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
32+ 0.47% |
$1.99K - $2.3K
|
6.84K
$612K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
31+ 0.09% |
$1.92K - $2.23K
|
35.7K
$3.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
30+ 0.87% |
$1.86K - $2.16K
|
3.49K
$312K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.21% |
$1.86K - $2.16K
|
14.4K
$1.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
29New |
$1.8K - $2.08K
|
29
$2.6K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
27+ 0.91% |
$1.68K - $1.94K
|
2.98K
$267K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
25+ 0.08% |
$1.55K - $1.8K
|
30.4K
$2.72M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
25+ 0.51% |
$1.55K - $1.8K
|
4.95K
$443K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
24+ 0.22% |
$1.49K - $1.73K
|
10.8K
$963K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
23+ 1.95% |
$1.43K - $1.65K
|
1.2K
$107K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
21+ 0.07% |
$1.3K - $1.51K
|
29.9K
$2.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18+ 0.48% |
$1.12K - $1.29K
|
3.8K
$340K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.48% |
$931 - $1.08K
|
3.12K
$279K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15+ 0.17% |
$931 - $1.08K
|
8.9K
$797K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13+ 0.05% |
$807 - $935
|
28.7K
$2.57M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13New |
$807 - $935
|
13
$1.16K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
13+ 0.4% |
$807 - $935
|
3.27K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.23% |
$745 - $863
|
5.28K
$473K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12+ 0.25% |
$745 - $863
|
4.75K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12+ 0.19% |
$745 - $863
|
6.31K
$565K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.21% |
$745 - $863
|
5.62K
$503K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
11+ 0.14% |
$683 - $791
|
7.99K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
11+ 0.3% |
$683 - $791
|
3.7K
$331K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11+ 0.15% |
$683 - $791
|
7.33K
$656K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.1% |
$683 - $791
|
10.8K
$968K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
10+ 0.11% |
$621 - $719
|
9.29K
$832K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
9+ 0.17% |
$559 - $647
|
5.21K
$466K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.37% |
$559 - $647
|
2.42K
$217K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6+ 0.08% |
$373 - $431
|
7.36K
$659K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6+ 0.12% |
$373 - $431
|
5.11K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.26% |
$373 - $431
|
2.31K
$207K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
5+ 0.06% |
$310 - $359
|
8.02K
$718K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5+ 0.01% |
$310 - $359
|
53.8K
$4.82M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.33% |
$310 - $359
|
1.53K
$137K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.13% |
$310 - $359
|
3.75K
$336K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
5+ 0.07% |
$310 - $359
|
7.38K
$661K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.07% |
$248 - $288
|
6.03K
$540K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.08% |
$248 - $288
|
5.25K
$470K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.11% |
$248 - $288
|
3.59K
$322K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3+ 0.01% |
$186 - $216
|
52.7K
$4.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.06% |
$186 - $216
|
5.34K
$478K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3+ 1.02% |
$186 - $216
|
298
$26.7K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.02% |
$186 - $216
|
12.4K
$1.11M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$186 - $216
|
3.33K
$298K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.44% |
$124 - $144
|
456
$40.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2+ 0.04% |
$124 - $144
|
4.75K
$425K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.05% |
$124 - $144
|
4.06K
$364K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.44% |
$124 - $144
|
455
$40.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.06% |
$62.1 - $71.9
|
1.57K
$140K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.58% |
$62.1 - $71.9
|
172
$15.4K
|