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
Windsor Group LTD

BUY
 -
3.43K
New
$227K - $257K
3.43K $312K
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
3.34K
+ 91.08%
$221K - $250K
7K $638K
Apr 17, 2023 Q1 2023
City Holding CO

BUY
 -
3.32K
+ 5.3%
$220K - $249K
65.9K $6.01M
May 12, 2023 Q1 2023
Lowe Brockenbrough & CO Inc

BUY
 -
3.27K
+ 17.99%
$217K - $245K
21.4K $1.95M
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
3.24K
New
$215K - $243K
3.24K $295K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
3.17K
+ 1.08%
$210K - $238K
296K $27M
Apr 26, 2023 Q1 2023
Monte Financial Group, LLC

BUY
 -
3.12K
New
$207K - $234K
3.12K $284K
May 09, 2023 Q1 2023
Cbiz Investment Advisory Services, LLC

BUY
 -
3.09K
New
$205K - $232K
3.09K $282K
Apr 13, 2023 Q1 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
3.07K
New
$203K - $230K
3.07K $279K
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

BUY
 -
3.04K
New
$202K - $228K
3.04K $277K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
2.98K
+ 6.57%
$198K - $224K
48.4K $4.41M
Apr 19, 2023 Q1 2023
Hilltop Wealth Advisors, LLC

BUY
 -
2.97K
+ 25.43%
$196K - $222K
14.6K $1.33M
Apr 21, 2023 Q1 2023
Royal Harbor Partners, LLC

BUY
 -
2.95K
New
$195K - $221K
2.95K $269K
Apr 25, 2023 Q1 2023
First Bank & Trust

BUY
 -
2.94K
New
$195K - $221K
2.94K $268K
May 10, 2023 Q1 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
2.92K
New
$194K - $219K
2.92K $266K
May 01, 2023 Q1 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
2.92K
New
$194K - $219K
2.92K $266K
May 11, 2023 Q1 2023
Tag Stone Capital, Inc.

BUY
 -
2.92K
New
$193K - $219K
2.92K $266K
May 05, 2023 Q1 2023
Pettee Investors, Inc.

BUY
 -
2.9K
New
$192K - $218K
2.9K $264K
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
2.89K
New
$191K - $217K
2.89K $263K
May 10, 2023 Q1 2023
King Wealth

Saratoga Springs, NY
BUY
 -
2.89K
New
$191K - $216K
2.89K $263K
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
2.87K
+ 2.12%
$190K - $215K
138K $12.6M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.84K
+ 7.77%
$188K - $213K
39.4K $3.59M
May 09, 2023 Q1 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
2.84K
New
$188K - $213K
2.84K $258K
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
2.8K
+ 18.54%
$186K - $210K
17.9K $1.63M
May 11, 2023 Q1 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
2.79K
+ 5.16%
$185K - $209K
56.9K $5.18M
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
2.73K
+ 3.73%
$181K - $205K
76K $6.93M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
2.7K
New
$179K - $203K
2.7K $246K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.61K
+ 31.64%
$173K - $195K
10.8K $987K
Apr 20, 2023 Q1 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
2.59K
+ 2.44%
$171K - $194K
108K $9.88M
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
2.53K
+ 18.81%
$168K - $190K
16K $1.46M
Apr 19, 2023 Q1 2023
Nadler Financial Group, Inc.

BUY
 -
2.49K
+ 4.24%
$165K - $187K
61.2K $5.58M
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.46K
+ 2.16%
$163K - $185K
116K $10.6M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
2.42K
+ 1331.32%
$161K - $182K
2.61K $237K
Apr 26, 2023 Q1 2023
First National Trust CO

BUY
 -
2.42K
+ 2.23%
$160K - $181K
111K $10.1M
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
2.41K
+ 9.46%
$160K - $181K
27.9K $2.54M
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
2.38K
+ 38.19%
$158K - $179K
8.62K $785K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
2.38K
+ 2.02%
$158K - $179K
120K $11M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.36K
+ 13.66%
$157K - $177K
19.7K $1.79M
Apr 06, 2023 Q1 2023
Fulton Bank, N.A.

BUY
 -
2.29K
+ 2.23%
$152K - $172K
105K $9.54M
May 15, 2023 Q1 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
2.22K
+ 0.13%
$147K - $167K
1.77M $161M
May 11, 2023 Q1 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
2.19K
+ 51.43%
$145K - $165K
6.46K $588K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
2.16K
+ 43.17%
$143K - $162K
7.16K $653K
May 02, 2023 Q1 2023
Dover Advisors, LLC

Richmond, VA
BUY
 -
2.13K
+ 43.23%
$141K - $160K
7.05K $642K
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
BUY
 -
2.11K
+ 6.37%
$140K - $158K
35.2K $3.2M
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

BUY
 -
2.11K
+ 4.17%
$139K - $158K
52.6K $4.79M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
2.03K
+ 2.12%
$135K - $153K
97.8K $8.91M
May 03, 2023 Q1 2023
Beck Bode, LLC

BUY
 -
1.91K
+ 6.15%
$127K - $143K
32.9K $3M
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
1.88K
+ 3.57%
$125K - $141K
54.6K $4.98M
Apr 20, 2023 Q1 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
1.87K
+ 11.81%
$124K - $140K
17.7K $1.61M

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