Purchases and Sales Made in Q4 2023 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q4 2023. 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, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.55M+ 4.46% |
$165M - $199M
|
59.6M
$5.69B
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.03MNew |
$131M - $159M
|
2.03M
$193M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.72M+ 28.33% |
$112M - $135M
|
7.8M
$745M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.17M+ 33.17% |
$76.1M - $91.8M
|
4.71M
$450M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
695K+ 3.53% |
$45.1M - $54.4M
|
20.4M
$1.95B
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
664KNew |
$43.1M - $52M
|
664K
$63.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
562K+ 34.5% |
$36.4M - $44M
|
2.19M
$209M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
428KNew |
$27.8M - $33.5M
|
428K
$40.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
409K+ 106.12% |
$26.5M - $32M
|
795K
$75.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
379K+ 1.81% |
$24.6M - $29.7M
|
21.3M
$2.03B
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
279K+ 933.81% |
$18.1M - $21.9M
|
309K
$29.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
273KNew |
$17.7M - $21.3M
|
273K
$26M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
241KNew |
$15.6M - $18.9M
|
241K
$23M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
226K+ 5.18% |
$14.7M - $17.7M
|
4.59M
$438M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
213K+ 2.39% |
$13.8M - $16.6M
|
9.09M
$868M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
200K+ 7.26% |
$12.9M - $15.6M
|
2.95M
$282M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
179K+ 8.05% |
$11.6M - $14M
|
2.4M
$229M
|
|
|
Feb 14, 2024
Q4 2023
|
Starboard Value LP
New York, NY |
BUY
|
- |
150K+ 35.29% |
$9.73M - $11.7M
|
575K
$54.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
145K+ 2.06% |
$9.4M - $11.3M
|
7.2M
$687M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
137K+ 7.2% |
$8.87M - $10.7M
|
2.04M
$194M
|
|
|
Jan 26, 2024
Q4 2023
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
135KNew |
$8.75M - $10.6M
|
135K
$12.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134K+ 9.98% |
$8.67M - $10.5M
|
1.47M
$141M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
105KNew |
$6.83M - $8.24M
|
105K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
92.2K+ 4.14% |
$5.98M - $7.21M
|
2.32M
$222M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
89.4K+ 382.62% |
$5.8M - $7M
|
113K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
83.6K+ 98.55% |
$5.42M - $6.55M
|
168K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
73.3K+ 98.44% |
$4.75M - $5.73M
|
148K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
72.6KNew |
$4.71M - $5.68M
|
72.6K
$6.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
72KNew |
$4.67M - $5.63M
|
72K
$6.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71K+ 13.85% |
$4.6M - $5.56M
|
584K
$55.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.7K+ 0.97% |
$4.39M - $5.3M
|
7.02M
$670M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
67.6K+ 13.58% |
$4.38M - $5.29M
|
565K
$53.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
65.3K+ 36.48% |
$4.23M - $5.11M
|
244K
$23.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
62.8K+ 214.95% |
$4.07M - $4.92M
|
92K
$8.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
62.4K+ 32.45% |
$4.05M - $4.88M
|
255K
$24.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
61.4KNew |
$3.98M - $4.81M
|
61.4K
$5.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
61.3KNew |
$3.97M - $4.8M
|
61.3K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
60.3K+ 11.46% |
$3.91M - $4.72M
|
586K
$55.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
57.4K+ 6.01% |
$3.72M - $4.49M
|
1.01M
$96.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
55.9KNew |
$3.62M - $4.37M
|
55.9K
$5.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
55.4KNew |
$3.59M - $4.34M
|
55.4K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
54.1K+ 74.14% |
$3.51M - $4.24M
|
127K
$12.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
54.1K+ 7.11% |
$3.51M - $4.23M
|
814K
$77.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Iridian Asset Management LLC
|
BUY
|
- |
53.7KNew |
$3.48M - $4.2M
|
53.7K
$5.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
51K+ 28.38% |
$3.3M - $3.99M
|
230K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
50.8K+ 14.63% |
$3.3M - $3.98M
|
398K
$38M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
50.8K+ 261.84% |
$3.29M - $3.97M
|
70.2K
$6.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
49.8K+ 9.27% |
$3.23M - $3.9M
|
587K
$56M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
49.3KNew |
$3.2M - $3.86M
|
49.3K
$4.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47.2KNew |
$3.06M - $3.7M
|
47.2K
$4.51M
|