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 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-150- 0.64% |
$9.73K - $11.7K
|
23.2K
$2.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150- 0.07% |
$9.73K - $11.7K
|
208K
$19.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-151- 2.21% |
$9.79K - $11.8K
|
6.69K
$622K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-154- 0.31% |
$9.99K - $12.1K
|
49.1K
$4.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-156- 1.23% |
$10.1K - $12.2K
|
12.5K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-161- 5.5% |
$10.4K - $12.6K
|
2.76K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-167- 0.46% |
$10.8K - $13.1K
|
36.5K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-175- 0.43% |
$11.3K - $13.7K
|
40.9K
$3.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-178- 85.58% |
$11.5K - $13.9K
|
30
$2.79K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-180- 1.53% |
$11.7K - $14.1K
|
11.6K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-195- 0.77% |
$12.6K - $15.3K
|
25.2K
$2.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-198- 0.28% |
$12.8K - $15.5K
|
69.7K
$6.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-200- 2.99% |
$13K - $15.7K
|
6.48K
$603K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-200- 0.56% |
$13K - $15.7K
|
35.7K
$3.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-204- 1.83% |
$13.2K - $16K
|
10.9K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-205- 1.09% |
$13.3K - $16K
|
18.6K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-210- 34.71% |
$13.6K - $16.4K
|
395
$36.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-211- 6.73% |
$13.7K - $16.5K
|
2.93K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-217- 0.96% |
$14.1K - $17K
|
22.4K
$2.09M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-218- 55.9% |
$14.1K - $17.1K
|
172
$16K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-223- 1.02% |
$14.5K - $17.5K
|
21.7K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-225- 4.46% |
$14.6K - $17.6K
|
4.82K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-225- 0.37% |
$14.6K - $17.6K
|
60.9K
$5.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-237- 6.77% |
$15.4K - $18.5K
|
3.27K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-241- 2.56% |
$15.6K - $18.9K
|
9.18K
$854K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-251- 5.75% |
$16.3K - $19.6K
|
4.11K
$382K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-253- 6.55% |
$16.4K - $19.8K
|
3.61K
$336K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-259- 1.67% |
$16.8K - $20.3K
|
15.3K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-274- 5.91% |
$17.8K - $21.4K
|
4.36K
$406K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-275- 0.86% |
$17.8K - $21.5K
|
31.8K
$2.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-275- 8.0% |
$17.8K - $21.5K
|
3.16K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-275- 5.26% |
$17.8K - $21.5K
|
4.95K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-276- 0.2% |
$17.9K - $21.6K
|
135K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-277- 1.91% |
$18K - $21.7K
|
14.2K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-287- 2.31% |
$18.6K - $22.5K
|
12.1K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-288- 0.93% |
$18.7K - $22.5K
|
30.8K
$2.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-296- 5.16% |
$19.2K - $23.2K
|
5.44K
$506K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-300- 1.32% |
$19.5K - $23.5K
|
22.4K
$2.09M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-302- 1.19% |
$19.6K - $23.6K
|
25K
$2.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-307- 15.28% |
$19.9K - $24K
|
1.7K
$158K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-309- 0.97% |
$20K - $24.2K
|
31.5K
$2.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-310- 10.39% |
$20.1K - $24.3K
|
2.67K
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-315- 1.07% |
$20.4K - $24.7K
|
29.2K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-319- 3.85% |
$20.7K - $25K
|
7.98K
$742K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-325- 27.92% |
$21.1K - $25.4K
|
839
$78.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-329- 2.43% |
$21.3K - $25.8K
|
13.2K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-333- 2.57% |
$21.6K - $26.1K
|
12.6K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-341- 8.55% |
$22.1K - $26.7K
|
3.65K
$339K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-341- 0.55% |
$22.1K - $26.7K
|
61.1K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-354- 6.75% |
$23K - $27.7K
|
4.89K
$455K
|