Purchases and Sales Made in Q2 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 Q2 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
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
835K
+ 4.4%
$56.4M - $61M
19.8M $1.81B
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
783K
+ 11.58%
$52.9M - $57.2M
7.55M $689M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
591K
+ 6442.72%
$39.9M - $43.2M
600K $54.8M
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
503K
+ 504.38%
$34M - $36.7M
603K $55.1M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
393K
+ 1820.56%
$26.6M - $28.7M
415K $37.9M
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
346K
+ 74.72%
$23.3M - $25.2M
808K $73.8M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
344K
+ 1.83%
$23.2M - $25.1M
19.2M $1.75B
Jul 25, 2023 Q2 2023
Ceredex Value Advisors LLC

BUY
 -
277K
New
$18.7M - $20.2M
277K $25.3M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
241K
+ 3.69%
$16.3M - $17.6M
6.76M $618M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
225K
+ 189.2%
$15.2M - $16.4M
343K $31.3M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
177K
+ 5.05%
$11.9M - $12.9M
3.67M $336M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
164K
+ 49.01%
$11.1M - $12M
500K $45.7M
Jul 26, 2023 Q2 2023
Bw Gestao De Investimentos Ltda.

BUY
 -
162K
+ 66.42%
$11M - $11.9M
407K $37.2M
Aug 11, 2023 Q2 2023
Starboard Value LP

New York, NY
BUY
 -
150K
New
$10.1M - $11M
150K $13.7M
Aug 14, 2023 Q2 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
141K
+ 141.88%
$9.52M - $10.3M
240K $22M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
136K
+ 1.69%
$9.17M - $9.92M
8.15M $744M
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
120K
New
$8.12M - $8.79M
120K $11M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
108K
+ 16.43%
$7.27M - $7.87M
764K $69.8M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
94.2K
+ 658.57%
$6.36M - $6.88M
109K $9.91M
Jul 20, 2023 Q2 2023
Legacy Advisors, LLC

BUY
 -
93.7K
+ 1080.36%
$6.32M - $6.84M
102K $9.35M
Aug 10, 2023 Q2 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
86.5K
+ 65.23%
$5.83M - $6.31M
219K $20M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
84.8K
+ 13.48%
$5.72M - $6.19M
714K $65.2M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
74K
+ 2.89%
$4.99M - $5.4M
2.63M $241M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
73.9K
+ 374.23%
$4.99M - $5.4M
93.6K $8.55M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
71.8K
+ 120.39%
$4.84M - $5.24M
131K $12M
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
BUY
 -
67.6K
+ 529.66%
$4.56M - $4.94M
80.4K $7.34M
Jul 26, 2023 Q2 2023
Beam Wealth Advisors, Inc.

BUY
 -
66.4K
+ 132.83%
$4.48M - $4.85M
116K $10.6M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
65.4K
+ 4.58%
$4.42M - $4.78M
1.49M $136M
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
64.7K
+ 3.66%
$4.36M - $4.72M
1.83M $167M
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
59K
+ 197.02%
$3.98M - $4.31M
89K $8.13M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
52.6K
+ 2.42%
$3.55M - $3.84M
2.23M $203M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
52.1K
+ 502.64%
$3.52M - $3.81M
62.5K $5.71M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
51.9K
+ 4.96%
$3.5M - $3.79M
1.1M $100M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
50.5K
+ 5.98%
$3.41M - $3.69M
895K $81.8M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
48.5K
New
$3.27M - $3.54M
48.5K $4.43M
Aug 10, 2023 Q2 2023
First Western Trust Bank

Denver, CO
BUY
 -
47.1K
+ 4.12%
$3.18M - $3.44M
1.19M $109M
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
44.8K
+ 2.01%
$3.03M - $3.27M
2.27M $208M
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
39K
+ 556.35%
$2.63M - $2.85M
46K $4.2M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
38.9K
+ 0.73%
$2.63M - $2.84M
5.37M $491M
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
32.9K
+ 138.32%
$2.22M - $2.4M
56.7K $5.18M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
31.7K
+ 33.05%
$2.14M - $2.31M
128K $11.7M
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
30.5K
New
$2.06M - $2.22M
30.5K $2.78M
Jul 18, 2023 Q2 2023
Diversified Trust CO

BUY
 -
28.3K
+ 40.77%
$1.91M - $2.06M
97.6K $8.92M
Jul 31, 2023 Q2 2023
Neirg Wealth Management, LLC

BUY
 -
28K
+ 112.81%
$1.89M - $2.04M
52.7K $4.82M
Aug 10, 2023 Q2 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
27.1K
New
$1.83M - $1.98M
27.1K $2.48M
Aug 02, 2023 Q2 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
25.4K
+ 5.58%
$1.71M - $1.85M
480K $43.9M
Jul 24, 2023 Q2 2023
Meridian Financial Partners LLC

BUY
 -
24.5K
New
$1.65M - $1.79M
24.5K $2.23M
Aug 14, 2023 Q2 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
23.6K
+ 456.87%
$1.6M - $1.73M
28.8K $2.63M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
23.5K
+ 5.74%
$1.59M - $1.72M
433K $39.6M

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