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 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
960+ 17.02% |
$62.2K - $75.1K
|
6.6K
$614K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
949+ 682.73% |
$61.5K - $74.3K
|
1.09K
$101K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
947+ 19.9% |
$61.4K - $74.1K
|
5.71K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
900+ 20.59% |
$58.4K - $70.4K
|
5.27K
$491K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
900New |
$58.4K - $70.4K
|
900
$83.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
893+ 1.22% |
$57.9K - $69.9K
|
74.2K
$6.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
877+ 3.59% |
$56.9K - $68.6K
|
25.3K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
854+ 5.28% |
$55.4K - $66.8K
|
17K
$1.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
833+ 6.72% |
$54K - $65.2K
|
13.2K
$1.23M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
793+ 1.47% |
$51.4K - $62.1K
|
54.6K
$5.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
786+ 1.63% |
$51K - $61.5K
|
49.1K
$4.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
779+ 5.72% |
$50.5K - $61K
|
14.4K
$1.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
761+ 5.19% |
$49.3K - $59.6K
|
15.4K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
755+ 0.8% |
$49K - $59.1K
|
95K
$8.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
755New |
$49K - $59.1K
|
755
$70.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
754+ 1.2% |
$48.9K - $59K
|
63.5K
$5.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
729+ 2.56% |
$47.3K - $57.1K
|
29.2K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
729+ 1.12% |
$47.3K - $57.1K
|
66K
$6.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
712+ 19.18% |
$46.2K - $55.7K
|
4.42K
$412K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
712+ 0.62% |
$46.2K - $55.7K
|
116K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
710+ 3.16% |
$46K - $55.6K
|
23.2K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
702+ 18.45% |
$45.5K - $54.9K
|
4.51K
$419K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
700New |
$45.4K - $54.8K
|
700
$65.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
696+ 4.82% |
$45.1K - $54.5K
|
15.1K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
688+ 2.58% |
$44.6K - $53.8K
|
27.4K
$2.55M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
685+ 4.29% |
$44.4K - $53.6K
|
16.7K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
671+ 3.18% |
$43.5K - $52.5K
|
21.8K
$2.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
654+ 2.87% |
$42.4K - $51.2K
|
23.5K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
641New |
$41.6K - $50.2K
|
641
$59.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
638+ 12.33% |
$41.4K - $49.9K
|
5.81K
$541K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
635New |
$41.2K - $49.7K
|
635
$59.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
629New |
$40.8K - $49.2K
|
629
$58.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
627+ 1.88% |
$40.7K - $49.1K
|
33.9K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
588+ 4.05% |
$38.1K - $46K
|
15.1K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
585+ 18.36% |
$37.9K - $45.8K
|
3.77K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
543New |
$35.2K - $42.5K
|
543
$50.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
532+ 129.44% |
$34.5K - $41.6K
|
943
$87.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
526+ 13.36% |
$34.1K - $41.2K
|
4.46K
$415K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
519New |
$33.7K - $40.6K
|
519
$48.3K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
510+ 5.8% |
$33.1K - $39.9K
|
9.31K
$866K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
508+ 1.95% |
$32.9K - $39.8K
|
26.5K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
502+ 1.39% |
$32.5K - $39.3K
|
36.6K
$3.41M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
501+ 0.91% |
$32.5K - $39.2K
|
55.9K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
497+ 8.96% |
$32.2K - $38.9K
|
6.04K
$562K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
491+ 7.18% |
$31.8K - $38.4K
|
7.33K
$683K
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
475New |
$30.8K - $37.2K
|
475
$44.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
462+ 3.74% |
$30K - $36.2K
|
12.8K
$1.19M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
432New |
$28K - $33.8K
|
432
$40.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
432+ 5.08% |
$28K - $33.8K
|
8.93K
$831K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
424+ 6.63% |
$27.5K - $33.2K
|
6.82K
$635K
|