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
Jan 19, 2024 Q4 2023
Ironwood Financial, LLC

BUY
 -
5
+ 0.05%
$324 - $391
9.93K $924K
Jan 18, 2024 Q4 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
5
+ 0.07%
$324 - $391
7.65K $712K
Jan 10, 2024 Q4 2023
Kmg Fiduciary Partners, LLC

BUY
 -
5
+ 0.13%
$324 - $391
3.88K $361K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
4
+ 0.87%
$259 - $313
462 $43K
Feb 14, 2024 Q4 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
4
+ 4.26%
$259 - $313
98 $9.12K
Jan 22, 2024 Q4 2023
My Personal Cfo, LLC

BUY
 -
3
+ 0.04%
$195 - $235
7.19K $669K
Aug 22, 2024 Q4 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
3
+ 0.01%
$195 - $235
52.7K $4.9M
Jan 09, 2024 Q4 2023
Wedmont Private Capital

BUY
 -
3
+ 0.05%
$195 - $235
6.63K $617K
Feb 08, 2024 Q4 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
3
+ 0.01%
$195 - $235
52.7K $4.9M
Feb 14, 2024 Q4 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
3
+ 0.04%
$195 - $235
7.1K $661K
Jan 18, 2024 Q4 2023
Ballew Advisors, Inc

BUY
 -
3
+ 0.04%
$195 - $235
7.41K $690K
Feb 14, 2024 Q4 2023
Silicon Valley Capital Partners

BUY
 -
3
+ 0.9%
$195 - $235
335 $31.2K
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
2
New
$130 - $157
2 $186
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
2
+ 0.44%
$130 - $157
456 $42.4K
Mar 29, 2024 Q4 2023
Adirondack Trust CO

BUY
 -
2
+ 0.06%
$130 - $157
3.56K $331K
Feb 09, 2024 Q4 2023
Columbia Asset Management

Ann Arbor, MI
BUY
 -
2
+ 0.02%
$130 - $157
11.1K $1.03M
Feb 15, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
2
+ 0.01%
$130 - $157
23.2K $2.16M
Feb 12, 2024 Q4 2023
Clear Investment Research, LLC

BUY
 -
1
+ 0.54%
$64.8 - $78.3
187 $17.4K
Jan 16, 2024 Q4 2023
Lbmc Investment Advisors, LLC

BUY
 -
1
+ 0.03%
$64.8 - $78.3
3.35K $311K
Feb 16, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
1
New
$64.8 - $78.3
1 $93.1
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
1
+ 0.16%
$64.8 - $78.3
614 $57.2K
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
1
+ 0.66%
$64.8 - $78.3
153 $14.2K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1
+ 0.04%
$64.8 - $78.3
2.54K $237K
Jan 29, 2024 Q4 2023
Ironwood Wealth Management, Llc.

SELL
 -
-1
- 0.02%
$64.8 - $78.3
5.49K $511K
Jan 23, 2024 Q4 2023
Ballentine Partners, LLC

Waltham, MA
SELL
 -
-1
- -0.0%
$64.8 - $78.3
63.8K $5.94M
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
SELL
 -
-3
Closed
$195 - $235
0 $0
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-3
- 2.5%
$195 - $235
117 $10.9K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

SELL
 -
-5
- 0.1%
$324 - $391
5.21K $485K
Feb 13, 2024 Q4 2023
Ascent Group, LLC

SELL
 -
-8
- 0.17%
$519 - $626
4.57K $426K
Jan 17, 2024 Q4 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-10
- 1.73%
$648 - $783
568 $52.9K
Feb 12, 2024 Q4 2023
Arrow Financial Corp

SELL
 -
-12
- 0.24%
$778 - $939
4.9K $456K
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-12
- 1.57%
$778 - $939
754 $70.2K
Feb 05, 2024 Q4 2023
Transcend Capital Advisors, LLC

SELL
 -
-13
- 0.16%
$843 - $1.02K
8.1K $754K
Jan 30, 2024 Q4 2023
Investment Advisory Group, LLC

SELL
 -
-13
- 0.14%
$843 - $1.02K
9.14K $850K
Feb 06, 2024 Q4 2023
Provence Wealth Management Group

SELL
 -
-15
- 0.14%
$973 - $1.17K
10.6K $983K
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

SELL
 -
-20
- 0.13%
$1.3K - $1.57K
15.8K $1.47M
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-21
- 0.23%
$1.36K - $1.64K
9.23K $859K
Jan 23, 2024 Q4 2023
Independence Bank Of Kentucky

SELL
 -
-22
- 0.04%
$1.43K - $1.72K
62.4K $5.81M
Jan 19, 2024 Q4 2023
Armor Investment Advisors, LLC

SELL
 -
-23
- 0.23%
$1.49K - $1.8K
10.2K $946K
Feb 15, 2024 Q4 2023
Hilltop Partners LLC

Mishawaka, IN
SELL
 -
-24
- 0.79%
$1.56K - $1.88K
3.03K $282K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-25
- 0.44%
$1.62K - $1.96K
5.61K $523K
Mar 08, 2024 Q4 2023
Trust CO Of Vermont

SELL
 -
-26
- 0.61%
$1.69K - $2.04K
4.24K $394K
Apr 08, 2024 Q4 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
SELL
 -
-26
- 0.47%
$1.69K - $2.04K
5.53K $515K
Jan 18, 2024 Q4 2023
Next Level Private LLC

Harrison, NY
SELL
 -
-27
- 0.31%
$1.75K - $2.11K
8.66K $806K
Feb 15, 2024 Q4 2023
Wealthquest Corp

Cincinnati, OH
SELL
 -
-27
- 0.25%
$1.75K - $2.11K
10.6K $986K
Feb 12, 2024 Q4 2023
Shepherd Financial Partners LLC

Winchester, MA
SELL
 -
-27
- 0.32%
$1.75K - $2.11K
8.43K $785K
Feb 07, 2024 Q4 2023
Qrg Capital Management, Inc.

Berwyn, PA
SELL
 -
-30
- 0.73%
$1.95K - $2.35K
4.08K $380K
Jan 09, 2024 Q4 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
SELL
 -
-30
- 0.21%
$1.95K - $2.35K
14.1K $1.31M
Feb 02, 2024 Q4 2023
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-30
- 0.34%
$1.95K - $2.35K
8.74K $813K

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