Purchases and Sales Made in Q2 2023 in Ishares Russell Mid Cap ETF (IWR)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-37- 0.06% |
$2.5K - $2.7K
|
62.8K
$5.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-39- 1.44% |
$2.63K - $2.85K
|
2.67K
$244K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-40- 0.2% |
$2.7K - $2.92K
|
19.9K
$1.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-41- 0.06% |
$2.77K - $2.99K
|
65.2K
$5.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-46- 0.26% |
$3.1K - $3.36K
|
17.6K
$1.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-47- 7.26% |
$3.17K - $3.43K
|
600
$54.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-50- 0.66% |
$3.37K - $3.65K
|
7.55K
$688K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-55- 0.52% |
$3.71K - $4.02K
|
10.5K
$957K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-55- 0.39% |
$3.71K - $4.02K
|
14.2K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-55- 0.39% |
$3.71K - $4.02K
|
14.2K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-56- 0.12% |
$3.78K - $4.09K
|
47.6K
$4.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-56- 0.18% |
$3.78K - $4.09K
|
31.4K
$2.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-57- 0.41% |
$3.85K - $4.16K
|
13.7K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-57- 5.26% |
$3.85K - $4.16K
|
1.03K
$93.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-57- 0.74% |
$3.85K - $4.16K
|
7.69K
$701K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-61- 0.58% |
$4.12K - $4.45K
|
10.5K
$955K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-62- 8.22% |
$4.18K - $4.53K
|
692
$63K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-67- 0.23% |
$4.52K - $4.89K
|
28.5K
$2.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-68- 0.26% |
$4.59K - $4.97K
|
26.3K
$2.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-69- 2.03% |
$4.66K - $5.04K
|
3.34K
$304K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-72- 2.24% |
$4.86K - $5.26K
|
3.14K
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-74- 0.26% |
$4.99K - $5.4K
|
28.9K
$2.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-75- 1.01% |
$5.06K - $5.48K
|
7.34K
$669K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-76- 22.16% |
$5.13K - $5.55K
|
267
$24.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-77- 1.9% |
$5.2K - $5.62K
|
3.97K
$361K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 2.58% |
$5.4K - $5.84K
|
3.02K
$275K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-85- 2.0% |
$5.74K - $6.21K
|
4.17K
$379K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-88- 0.89% |
$5.94K - $6.43K
|
9.79K
$892K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-91- 0.04% |
$6.14K - $6.65K
|
237K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 0.42% |
$6.75K - $7.3K
|
23.5K
$2.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-100- 3.3% |
$6.75K - $7.3K
|
2.93K
$267K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-100- 0.58% |
$6.75K - $7.3K
|
17.2K
$1.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-108- 0.39% |
$7.29K - $7.89K
|
27.4K
$2.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-109- 0.21% |
$7.36K - $7.96K
|
51.2K
$4.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-117- 0.64% |
$7.9K - $8.54K
|
18.1K
$1.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-120- 2.82% |
$8.1K - $8.76K
|
4.13K
$376K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-127- 1.6% |
$8.57K - $9.27K
|
7.8K
$711K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-129- 3.01% |
$8.71K - $9.42K
|
4.15K
$378K
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-132- 2.17% |
$8.91K - $9.64K
|
5.95K
$542K
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-137- 3.99% |
$9.25K - $10K
|
3.3K
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-137- 1.09% |
$9.25K - $10K
|
12.4K
$1.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-140- 0.06% |
$9.45K - $10.2K
|
242K
$22M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-145- 0.12% |
$9.79K - $10.6K
|
125K
$11.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-145- 0.67% |
$9.79K - $10.6K
|
21.6K
$1.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-145- 1.75% |
$9.79K - $10.6K
|
8.12K
$740K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-150- 5.06% |
$10.1K - $11K
|
2.82K
$257K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-150- 2.34% |
$10.1K - $11K
|
6.26K
$570K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-152- 0.46% |
$10.3K - $11.1K
|
33K
$3M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-160- 6.59% |
$10.8K - $11.7K
|
2.27K
$207K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-161- 5.39% |
$10.9K - $11.8K
|
2.83K
$258K
|