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 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-3.53K- 5.14% |
$229K - $276K
|
65.2K
$6.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.56K- 30.18% |
$231K - $279K
|
8.24K
$766K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.64K- 45.42% |
$236K - $285K
|
4.37K
$407K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-4K- 52.89% |
$259K - $313K
|
3.57K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-4.06K- 3.73% |
$263K - $318K
|
105K
$9.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.16K- 4.87% |
$269K - $325K
|
81.1K
$7.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-4.17K- 15.23% |
$270K - $326K
|
23.2K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-4.2K- 24.64% |
$272K - $329K
|
12.9K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.29K- 10.24% |
$278K - $336K
|
37.6K
$3.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.45K- 0.69% |
$289K - $348K
|
644K
$59.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-4.46K- 38.75% |
$289K - $349K
|
7.04K
$655K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-4.59K- 3.0% |
$297K - $359K
|
148K
$13.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.6K- 7.53% |
$298K - $360K
|
56.4K
$5.25M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.3K- 6.84% |
$344K - $415K
|
72.2K
$6.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5.42K- 0.58% |
$351K - $424K
|
926K
$86.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.42K- 43.98% |
$351K - $424K
|
6.9K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.73K- 13.99% |
$371K - $448K
|
35.2K
$3.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.8K- 30.13% |
$376K - $454K
|
13.5K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-6.02K- 46.88% |
$390K - $471K
|
6.82K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-6.11K- 3.65% |
$396K - $478K
|
161K
$15M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.17K- 43.43% |
$400K - $483K
|
8.03K
$747K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.34K- 17.7% |
$411K - $496K
|
29.5K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-6.47K- 8.83% |
$420K - $506K
|
66.9K
$6.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.5K- 21.43% |
$422K - $509K
|
23.8K
$2.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-6.51K- 8.43% |
$422K - $510K
|
70.7K
$6.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.61K- 1.2% |
$429K - $517K
|
542K
$50.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.74K- 4.66% |
$437K - $527K
|
138K
$12.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.94K- 1.46% |
$450K - $543K
|
468K
$43.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.99K- 27.31% |
$453K - $547K
|
18.6K
$1.73M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-7K- 50.01% |
$454K - $548K
|
7K
$651K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-7.6K- 47.63% |
$492K - $594K
|
8.35K
$777K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.86K- 4.1% |
$509K - $615K
|
184K
$17.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.14K- 2.52% |
$528K - $637K
|
315K
$29.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-8.17K- 9.11% |
$530K - $640K
|
81.5K
$7.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-8.36K- 22.76% |
$542K - $654K
|
28.4K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-8.67K- 2.41% |
$562K - $678K
|
351K
$32.6M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-8.92K- 51.45% |
$579K - $698K
|
8.42K
$783K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9.36K- 15.62% |
$607K - $733K
|
50.5K
$4.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-9.42K- 3.29% |
$611K - $737K
|
277K
$25.7M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.56KClosed |
$620K - $748K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-9.77K- 13.38% |
$633K - $765K
|
63.2K
$5.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-10.1K- 74.34% |
$656K - $792K
|
3.49K
$325K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.2K- 18.21% |
$660K - $796K
|
45.7K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-11K- 5.42% |
$714K - $862K
|
192K
$17.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.3K- 1.19% |
$732K - $884K
|
940K
$87.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-11.3K- 76.29% |
$732K - $884K
|
3.51K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12K- 17.82% |
$779K - $941K
|
55.4K
$5.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-12.1K- 11.41% |
$787K - $949K
|
94.2K
$8.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-12.9K- 4.69% |
$838K - $1.01M
|
263K
$24.4M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-12.9K- 4.69% |
$838K - $1.01M
|
263K
$24.4M
|