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
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
252
+ 1.16%
$16.7K - $18.9K
21.9K $2M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
251
+ 2.53%
$16.6K - $18.8K
10.2K $928K
Apr 26, 2023 Q1 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
250
+ 3.68%
$16.6K - $18.8K
7.04K $641K
Apr 17, 2023 Q1 2023
Wealth Cmt

BUY
 -
249
+ 2.26%
$16.5K - $18.7K
11.3K $1.03M
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
245
+ 0.52%
$16.2K - $18.4K
47.7K $4.34M
May 03, 2023 Q1 2023
Lyell Wealth Management, LP

BUY
 -
240
+ 1.7%
$15.9K - $18K
14.4K $1.31M
May 12, 2023 Q1 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
233
+ 8.32%
$15.4K - $17.5K
3.03K $276K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
217
+ 126.16%
$14.4K - $16.3K
389 $35.4K
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
208
+ 0.38%
$13.8K - $15.6K
54.9K $5M
Apr 26, 2023 Q1 2023
First American Trust, Fsb

BUY
 -
206
+ 3.11%
$13.7K - $15.5K
6.82K $621K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
200
New
$13.3K - $15K
200 $18.2K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
198
+ 0.49%
$13.1K - $14.9K
40.9K $3.73M
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
189
New
$12.5K - $14.2K
189 $17.2K
May 05, 2023 Q1 2023
Sentinel Trust CO Lba

Houston, TX
BUY
 -
157
+ 3.92%
$10.4K - $11.8K
4.17K $379K
May 15, 2023 Q1 2023
Detalus Advisors, LLC

BUY
 -
156
+ 3.57%
$10.3K - $11.7K
4.52K $412K
May 02, 2023 Q1 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
153
+ 11.27%
$10.1K - $11.5K
1.51K $138K
May 01, 2023 Q1 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
149
+ 1.09%
$9.87K - $11.2K
13.9K $1.26M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
145
New
$9.61K - $10.9K
145 $13.2K
May 05, 2023 Q1 2023
Ntv Asset Management LLC

BUY
 -
135
+ 0.24%
$8.95K - $10.1K
55.9K $5.09M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
135
+ 0.6%
$8.95K - $10.1K
22.5K $2.05M
May 15, 2023 Q1 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
127
+ 1.63%
$8.42K - $9.53K
7.93K $722K
Apr 06, 2023 Q1 2023
Independence Bank Of Kentucky

BUY
 -
126
+ 0.22%
$8.35K - $9.46K
56.1K $5.12M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
126
+ 0.5%
$8.35K - $9.46K
25.2K $2.29M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
123
New
$8.15K - $9.23K
123 $11.2K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
116
+ 0.33%
$7.69K - $8.7K
35.4K $3.22M
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
105
+ 583.33%
$6.96K - $7.88K
123 $11.2K
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
98
+ 0.33%
$6.49K - $7.35K
29.5K $2.69M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
96
+ 0.31%
$6.36K - $7.2K
31.1K $2.84M
May 15, 2023 Q1 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
96
+ 2.96%
$6.36K - $7.2K
3.33K $304K
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
91
+ 0.47%
$6.03K - $6.83K
19.6K $1.79M
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
86
+ 0.6%
$5.7K - $6.45K
14.4K $1.31M
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
81
New
$5.37K - $6.08K
81 $7.38K
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

BUY
 -
76
+ 28.46%
$5.04K - $5.7K
343 $31.2K
Apr 26, 2023 Q1 2023
Provence Wealth Management Group

BUY
 -
65
+ 0.6%
$4.31K - $4.88K
11K $1M
May 03, 2023 Q1 2023
Curi Wealth Management, LLC

BUY
 -
64
+ 0.38%
$4.24K - $4.8K
16.8K $1.53M
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
63
+ 0.16%
$4.18K - $4.73K
40.5K $3.69M
Apr 10, 2023 Q1 2023
Appleton Partners Inc

BUY
 -
61
+ 0.21%
$4.04K - $4.58K
29.8K $2.71M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
60
New
$3.98K - $4.5K
60 $5.47K
Apr 28, 2023 Q1 2023
Ifg Advisors, LLC

BUY
 -
58
+ 0.38%
$3.84K - $4.35K
15.5K $1.41M
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
57
New
$3.78K - $4.28K
57 $5.19K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
47
+ 0.14%
$3.11K - $3.53K
33.8K $3.08M
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
46
+ 0.95%
$3.05K - $3.45K
4.88K $445K
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

BUY
 -
45
+ 0.84%
$2.98K - $3.38K
5.38K $490K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
45
+ 1.31%
$2.98K - $3.38K
3.49K $318K
May 11, 2023 Q1 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
44
+ 0.38%
$2.92K - $3.3K
11.6K $1.05M
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
41
+ 0.48%
$2.72K - $3.08K
8.54K $778K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
40
+ 1.05%
$2.65K - $3K
3.87K $352K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
39
New
$2.58K - $2.93K
39 $3.55K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
39
+ 3.91%
$2.58K - $2.93K
1.04K $94.5K

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