Purchases and Sales Made in Q1 2023 in Ishares Russell Mid Cap ETF (IWR)
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
|
- |
7.99MNew |
$529M - $600M
|
7.99M
$730M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.99MNew |
$529M - $599M
|
7.99M
$730M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.02M+ 99837.61% |
$67.6M - $76.5M
|
1.02M
$93.2M
|
|
|
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
|
- |
381KNew |
$25.2M - $28.6M
|
381K
$34.8M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
282KNew |
$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
$675M
|
|
|
May 04, 2023
Q1 2023
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
250K+ 55.37% |
$16.6M - $18.8M
|
702K
$64.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
139K+ 15.37% |
$9.23M - $10.4M
|
1.05M
$95.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.3K+ 4.74% |
$6.52M - $7.38M
|
2.17M
$199M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
84.2K+ 583.55% |
$5.58M - $6.32M
|
98.6K
$9.01M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
82.6K+ 250.0% |
$5.47M - $6.19M
|
116K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
81.9K+ 10.68% |
$5.43M - $6.14M
|
849K
$77.5M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
77.4K+ 347.0% |
$5.13M - $5.81M
|
99.7K
$9.11M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
74.7KNew |
$4.95M - $5.6M
|
74.7K
$6.82M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.8K+ 399.13% |
$4.49M - $5.09M
|
84.8K
$7.74M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
65.7K+ 2.95% |
$4.36M - $4.93M
|
2.29M
$210M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
64.5K+ 8.26% |
$4.27M - $4.84M
|
845K
$77.1M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
64KNew |
$4.24M - $4.8M
|
64K
$5.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
61KNew |
$4.05M - $4.58M
|
61K
$5.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
54.1KNew |
$3.58M - $4.06M
|
54.1K
$4.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
53.8K+ 13.17% |
$3.57M - $4.04M
|
463K
$42.2M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
53.7KNew |
$3.56M - $4.03M
|
53.7K
$4.91M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.1K+ 1.45% |
$3.19M - $3.61M
|
3.38M
$308M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.1K+ 1.45% |
$3.19M - $3.61M
|
3.38M
$308M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
47.6K+ 9.02% |
$3.15M - $3.57M
|
575K
$52.5M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
45.7K+ 85.22% |
$3.03M - $3.43M
|
99.4K
$9.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
44.7KNew |
$2.96M - $3.36M
|
44.7K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
44.1K+ 16.76% |
$2.92M - $3.31M
|
307K
$28.1M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
43.1KNew |
$2.86M - $3.24M
|
43.1K
$3.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
42.2K+ 14.76% |
$2.8M - $3.17M
|
328K
$30M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
34.1K+ 4.87% |
$2.26M - $2.56M
|
735K
$67.2M
|
|
|
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
$3.92M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.4KNew |
$1.95M - $2.21M
|
29.4K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
28.8KNew |
$1.91M - $2.16M
|
28.8K
$2.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
26.9K+ 6.01% |
$1.78M - $2.02M
|
475K
$43.4M
|
|
|
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
$152M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
24.4K+ 1.49% |
$1.62M - $1.83M
|
1.66M
$152M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
24.2K+ 792.73% |
$1.6M - $1.82M
|
27.3K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
23.4K+ 17.46% |
$1.55M - $1.76M
|
157K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
23.1K+ 3.07% |
$1.53M - $1.73M
|
775K
$70.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23K+ 4.34% |
$1.52M - $1.73M
|
553K
$50.5M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
21.8K+ 73.77% |
$1.44M - $1.63M
|
51.3K
$4.69M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
21.1K+ 257.81% |
$1.39M - $1.58M
|
29.2K
$2.67M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
20.7K+ 115.03% |
$1.37M - $1.55M
|
38.7K
$3.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
19.4KNew |
$1.28M - $1.45M
|
19.4K
$1.77M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
18.7KNew |
$1.24M - $1.4M
|
18.7K
$1.71M
|