Purchases and Sales Made in Q4 2023 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 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
Caitlin John, LLC

Brighton, MI
BUY
 -
56
New
$3.63K - $4.38K
56 $5.21K
Feb 09, 2024 Q4 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
53
+ 0.69%
$3.44K - $4.15K
7.75K $721K
Jan 24, 2024 Q4 2023
Amarillo National Bank

BUY
 -
53
+ 0.02%
$3.44K - $4.15K
273K $25.4M
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
50
+ 0.19%
$3.24K - $3.91K
27K $2.51M
Feb 05, 2024 Q4 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
49
+ 3.44%
$3.18K - $3.84K
1.47K $137K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
48
+ 0.55%
$3.11K - $3.76K
8.75K $815K
Feb 12, 2024 Q4 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
47
+ 0.38%
$3.05K - $3.68K
12.3K $1.15M
Jan 17, 2024 Q4 2023
Flagship Private Wealth, LLC

BUY
 -
46
+ 0.88%
$2.98K - $3.6K
5.25K $489K
Feb 13, 2024 Q4 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
44
+ 0.83%
$2.85K - $3.44K
5.36K $499K
Feb 12, 2024 Q4 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
44
+ 0.96%
$2.85K - $3.44K
4.63K $431K
Jan 18, 2024 Q4 2023
Caprock Group, Inc.

BUY
 -
38
+ 0.45%
$2.46K - $2.97K
8.44K $785K
Feb 01, 2024 Q4 2023
Northwest Capital Management Inc

BUY
 -
37
+ 11.01%
$2.4K - $2.9K
373 $34.7K
Jan 24, 2024 Q4 2023
Detalus Advisors, LLC

BUY
 -
37
+ 1.11%
$2.4K - $2.9K
3.38K $315K
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
35
+ 0.11%
$2.27K - $2.74K
31.4K $2.92M
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

BUY
 -
34
+ 0.84%
$2.2K - $2.66K
4.08K $379K
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
34
+ 0.12%
$2.2K - $2.66K
27.5K $2.56M
Feb 12, 2024 Q4 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
33
+ 0.04%
$2.14K - $2.58K
86.6K $8.06M
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
33
+ 0.61%
$2.14K - $2.58K
5.47K $509K
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
31
New
$2.01K - $2.43K
31 $2.89K
Jan 23, 2024 Q4 2023
Unionview, LLC

Seattle, WA
BUY
 -
31
+ 0.82%
$2.01K - $2.43K
3.83K $356K
Jan 24, 2024 Q4 2023
Narwhal Capital Management

BUY
 -
27
+ 0.26%
$1.75K - $2.11K
10.3K $956K
Feb 08, 2024 Q4 2023
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
27
+ 0.9%
$1.75K - $2.11K
3.04K $282K
Jan 24, 2024 Q4 2023
Joel Isaacson & Co., LLC

BUY
 -
26
+ 0.77%
$1.69K - $2.04K
3.4K $317K
Jan 25, 2024 Q4 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
26
+ 0.1%
$1.69K - $2.04K
26.3K $2.45M
Jan 08, 2024 Q4 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
26
+ 0.85%
$1.69K - $2.04K
3.1K $289K
Jan 29, 2024 Q4 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
24
+ 0.29%
$1.56K - $1.88K
8.31K $773K
Jan 02, 2024 Q4 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
24
+ 0.19%
$1.56K - $1.88K
12.7K $1.19M
Jan 17, 2024 Q4 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
24
+ 0.38%
$1.56K - $1.88K
6.41K $596K
Feb 13, 2024 Q4 2023
Tfg Advisers LLC

BUY
 -
23
+ 0.7%
$1.49K - $1.8K
3.29K $306K
Jan 05, 2024 Q4 2023
Harbour Capital Advisors, LLC

BUY
 -
21
+ 0.34%
$1.36K - $1.64K
6.19K $576K
Jan 26, 2024 Q4 2023
Financial Counselors Inc

BUY
 -
21
+ 0.11%
$1.36K - $1.64K
19K $1.76M
Feb 06, 2024 Q4 2023
Sym Financial Corp

BUY
 -
20
+ 20.41%
$1.3K - $1.57K
118 $11K
Jan 31, 2024 Q4 2023
Zhang Financial LLC

BUY
 -
20
+ 0.38%
$1.3K - $1.57K
5.24K $488K
Jan 30, 2024 Q4 2023
Aurora Private Wealth, Inc.

BUY
 -
20
+ 0.51%
$1.3K - $1.57K
3.92K $365K
Feb 02, 2024 Q4 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
19
+ 0.36%
$1.23K - $1.49K
5.28K $491K
Feb 12, 2024 Q4 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
17
+ 0.16%
$1.1K - $1.33K
10.4K $968K
Feb 06, 2024 Q4 2023
Tci Wealth Advisors, Inc.

BUY
 -
17
+ 0.32%
$1.1K - $1.33K
5.33K $496K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
16
+ 0.93%
$1.04K - $1.25K
1.73K $161K
Feb 05, 2024 Q4 2023
Blue Chip Partners, Inc.

BUY
 -
16
+ 0.71%
$1.04K - $1.25K
2.28K $213K
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

BUY
 -
15
+ 0.48%
$973 - $1.17K
3.14K $292K
Feb 12, 2024 Q4 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
15
+ 0.32%
$973 - $1.17K
4.74K $441K
Jan 22, 2024 Q4 2023
Bensler, LLC

Bellevue, WA
BUY
 -
13
+ 0.15%
$843 - $1.02K
8.9K $829K
Feb 13, 2024 Q4 2023
Bollard Group LLC

Boston, MA
BUY
 -
13
+ 0.56%
$843 - $1.02K
2.33K $217K
Feb 09, 2024 Q4 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
10
+ 0.01%
$648 - $783
68.6K $6.39M
Mar 07, 2024 Q4 2023
Objective Capital Management, LLC

BUY
 -
10
+ 0.14%
$648 - $783
7.4K $689K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
8
+ 0.38%
$519 - $626
2.12K $197K
Feb 06, 2024 Q4 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
7
+ 0.14%
$454 - $548
5.17K $481K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
6
+ 0.08%
$389 - $470
7.33K $683K
Jan 24, 2024 Q4 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
6
+ 0.4%
$389 - $470
1.52K $141K

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