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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
192+ 2.39% |
$12.4K - $15K
|
8.24K
$767K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
190+ 67.86% |
$12.3K - $14.9K
|
470
$43.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
185+ 5.52% |
$12K - $14.5K
|
3.54K
$329K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
184+ 9.56% |
$11.9K - $14.4K
|
2.11K
$196K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
180+ 4.33% |
$11.7K - $14.1K
|
4.33K
$403K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
176+ 4.92% |
$11.4K - $13.8K
|
3.75K
$349K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
175+ 3.02% |
$11.3K - $13.7K
|
5.97K
$556K
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
173+ 0.81% |
$11.2K - $13.5K
|
21.6K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
166New |
$10.8K - $13K
|
166
$15.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
157+ 0.81% |
$10.2K - $12.3K
|
19.6K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
154+ 0.43% |
$9.99K - $12.1K
|
36.2K
$3.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
153+ 0.91% |
$9.92K - $12K
|
17K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
151+ 0.84% |
$9.79K - $11.8K
|
18.2K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
150+ 1.39% |
$9.73K - $11.7K
|
11K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
150+ 16.13% |
$9.73K - $11.7K
|
1.08K
$101K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
141+ 0.54% |
$9.14K - $11K
|
26.5K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
140+ 0.44% |
$9.08K - $11K
|
31.6K
$2.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
137New |
$8.88K - $10.7K
|
137
$12.8K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
122+ 1.89% |
$7.91K - $9.55K
|
6.58K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
116+ 0.67% |
$7.52K - $9.08K
|
17.4K
$1.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
111+ 32.17% |
$7.2K - $8.69K
|
456
$42.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
111+ 3.08% |
$7.2K - $8.69K
|
3.71K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
BUY
|
- |
108+ 0.09% |
$7K - $8.45K
|
114K
$10.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
108+ 0.25% |
$7K - $8.45K
|
43K
$4.01M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
104+ 2.07% |
$6.74K - $8.14K
|
5.14K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
104+ 0.36% |
$6.74K - $8.14K
|
28.9K
$2.69M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
100+ 2.78% |
$6.48K - $7.83K
|
3.7K
$344K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
100+ 0.21% |
$6.48K - $7.83K
|
47.7K
$4.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
99+ 2.03% |
$6.42K - $7.75K
|
4.98K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
88+ 0.77% |
$5.71K - $6.89K
|
11.5K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
81+ 1.58% |
$5.25K - $6.34K
|
5.21K
$485K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
80+ 0.5% |
$5.19K - $6.26K
|
16K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
80+ 0.4% |
$5.19K - $6.26K
|
20.3K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
79+ 0.92% |
$5.12K - $6.18K
|
8.7K
$810K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
76+ 0.92% |
$4.93K - $5.95K
|
8.3K
$772K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
73+ 1.77% |
$4.73K - $5.71K
|
4.2K
$391K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
71New |
$4.6K - $5.56K
|
71
$6.61K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
71+ 0.58% |
$4.6K - $5.56K
|
12.2K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
70+ 1.48% |
$4.54K - $5.48K
|
4.8K
$446K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
67New |
$4.34K - $5.24K
|
67
$6.24K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
65+ 0.58% |
$4.21K - $5.09K
|
11.3K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
65+ 0.31% |
$4.21K - $5.09K
|
20.9K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
65+ 0.07% |
$4.21K - $5.09K
|
93.6K
$8.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
64+ 0.91% |
$4.15K - $5.01K
|
7.13K
$664K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
64+ 1.04% |
$4.15K - $5.01K
|
6.23K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
61+ 0.81% |
$3.96K - $4.77K
|
7.6K
$707K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
61+ 3.02% |
$3.96K - $4.77K
|
2.08K
$194K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
61+ 0.67% |
$3.96K - $4.77K
|
9.16K
$853K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
61New |
$3.96K - $4.77K
|
61
$5.68K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
57+ 0.87% |
$3.7K - $4.46K
|
6.61K
$615K
|