Purchases and Sales Made in Q1 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 Q1 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
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
7.99M
New
$529M - $600M
7.99M $728M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
7.99M
New
$529M - $599M
7.99M $728M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.02M
+ 99837.61%
$67.6M - $76.5M
1.02M $93M
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
454K
+ 2.47%
$30.1M - $34.1M
18.8M $1.72B
May 15, 2023 Q1 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
381K
New
$25.2M - $28.6M
381K $34.7M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
282K
New
$18.7M - $21.2M
282K $25.7M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
252K
+ 3.53%
$16.7M - $18.9M
7.39M $673M
May 04, 2023 Q1 2023
International City Management Association Retirement Corp

Washington, DC
BUY
 -
250K
+ 55.37%
$16.6M - $18.8M
702K $64M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
139K
+ 15.37%
$9.23M - $10.4M
1.05M $95.2M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
98.3K
+ 4.74%
$6.52M - $7.38M
2.17M $198M
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
82.6K
+ 250.0%
$5.47M - $6.19M
116K $10.5M
May 10, 2023 Q1 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
81.9K
+ 10.68%
$5.43M - $6.14M
849K $77.3M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
77.4K
+ 347.0%
$5.13M - $5.81M
99.7K $9.09M
May 15, 2023 Q1 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
74.7K
New
$4.95M - $5.6M
74.7K $6.8M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
67.8K
+ 399.13%
$4.49M - $5.09M
84.8K $7.72M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
65.7K
+ 2.95%
$4.36M - $4.93M
2.29M $209M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
64.5K
+ 8.26%
$4.27M - $4.84M
845K $76.9M
May 08, 2023 Q1 2023
Triumph Capital Management

BUY
 -
64K
New
$4.24M - $4.8M
64K $5.83M
Apr 12, 2023 Q1 2023
Cfm Wealth Partners LLC

BUY
 -
61K
New
$4.05M - $4.58M
61K $5.56M
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
54.1K
New
$3.58M - $4.06M
54.1K $4.92M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
53.8K
+ 13.17%
$3.57M - $4.04M
463K $42.1M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
53.7K
New
$3.56M - $4.03M
53.7K $4.9M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
48.1K
+ 1.45%
$3.19M - $3.61M
3.38M $307M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
48.1K
+ 1.45%
$3.19M - $3.61M
3.38M $307M
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
47.6K
+ 9.02%
$3.15M - $3.57M
575K $52.4M
May 15, 2023 Q1 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
45.7K
+ 85.22%
$3.03M - $3.43M
99.4K $9.06M
Apr 26, 2023 Q1 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
44.7K
New
$2.96M - $3.36M
44.7K $4.07M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
44.1K
+ 16.76%
$2.92M - $3.31M
307K $28M
May 15, 2023 Q1 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
43.1K
New
$2.86M - $3.24M
43.1K $3.93M
Apr 25, 2023 Q1 2023
Strategic Equity Management

BUY
 -
42.2K
+ 14.76%
$2.8M - $3.17M
328K $29.9M
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
34.1K
+ 4.87%
$2.26M - $2.56M
735K $67M
May 31, 2023 Q1 2023
Coastline Trust CO

BUY
 -
32.6K
+ 12.51%
$2.16M - $2.45M
294K $26.8M
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
30.5K
+ 21.34%
$2.02M - $2.29M
173K $15.8M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
29.5K
+ 220.58%
$1.96M - $2.22M
42.9K $3.91M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
29.4K
New
$1.95M - $2.21M
29.4K $2.68M
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
28.8K
New
$1.91M - $2.16M
28.8K $2.62M
Apr 28, 2023 Q1 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
26.9K
+ 6.01%
$1.78M - $2.02M
475K $43.3M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
25.1K
+ 26.82%
$1.66M - $1.88M
119K $10.8M
May 12, 2023 Q1 2023
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
24.4K
+ 1.49%
$1.62M - $1.83M
1.66M $151M
Apr 25, 2023 Q1 2023
Millburn Ridgefield Corp

BUY
 -
24.4K
+ 1.49%
$1.62M - $1.83M
1.66M $151M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
24.2K
+ 792.73%
$1.6M - $1.82M
27.3K $2.48M
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
23.4K
+ 17.46%
$1.55M - $1.76M
157K $14.3M
May 12, 2023 Q1 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
23.1K
+ 3.07%
$1.53M - $1.73M
775K $70.6M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
23K
+ 4.34%
$1.52M - $1.73M
553K $50.4M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
21.8K
+ 73.77%
$1.44M - $1.63M
51.3K $4.67M
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
21.1K
+ 257.81%
$1.39M - $1.58M
29.2K $2.66M
May 02, 2023 Q1 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
20.7K
+ 115.03%
$1.37M - $1.55M
38.7K $3.53M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
19.4K
New
$1.28M - $1.45M
19.4K $1.76M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
18.7K
New
$1.24M - $1.4M
18.7K $1.7M

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