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
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
251
+ 2.3%
$16.9K - $18.3K
11.1K $1.02M
Aug 11, 2023 Q2 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
250
+ 1.68%
$16.9K - $18.3K
15.2K $1.38M
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
250
+ 2.29%
$16.9K - $18.3K
11.2K $1.02M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
245
New
$16.5K - $17.9K
245 $22.3K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
244
+ 8.52%
$16.5K - $17.8K
3.11K $283K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
244
New
$16.5K - $17.8K
244 $22.2K
Jul 18, 2023 Q2 2023
Culbertson A N & CO Inc

BUY
 -
237
+ 0.13%
$16K - $17.3K
176K $16.1M
Aug 14, 2023 Q2 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
236
+ 7.08%
$15.9K - $17.2K
3.57K $325K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
227
New
$15.3K - $16.6K
227 $20.7K
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
222
+ 139.62%
$15K - $16.2K
381 $34.7K
Aug 01, 2023 Q2 2023
Shelton Wealth Management, LLC

BUY
 -
220
+ 0.17%
$14.8K - $16.1K
133K $12.1M
Jul 05, 2023 Q2 2023
Abner Herrman & Brock LLC

BUY
 -
219
+ 4.68%
$14.8K - $16K
4.9K $446K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
216
+ 1.01%
$14.6K - $15.8K
21.5K $1.96M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
215
+ 11.45%
$14.5K - $15.7K
2.09K $191K
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

BUY
 -
212
+ 0.34%
$14.3K - $15.5K
61.7K $5.62M
Aug 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
204
+ 2.36%
$13.8K - $14.9K
8.84K $805K
Jul 28, 2023 Q2 2023
Middleton & CO Inc

BUY
 -
200
+ 0.53%
$13.5K - $14.6K
37.7K $3.43M
Jul 13, 2023 Q2 2023
Bouchey Financial Group LTD

BUY
 -
194
+ 4.81%
$13.1K - $14.2K
4.23K $385K
Jul 21, 2023 Q2 2023
Clear Harbor Asset Management, LLC

BUY
 -
186
+ 1.1%
$12.6K - $13.6K
17K $1.55M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
186
+ 1.53%
$12.6K - $13.6K
12.3K $1.12M
Aug 07, 2023 Q2 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
178
+ 2.85%
$12K - $13K
6.43K $586K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
175
+ 0.24%
$11.8K - $12.8K
72.6K $6.61M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
161
+ 4.61%
$10.9K - $11.8K
3.65K $333K
Aug 03, 2023 Q2 2023
Optimum Investment Advisors

BUY
 -
152
+ 2.54%
$10.3K - $11.1K
6.15K $560K
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
151
+ 1.13%
$10.2K - $11K
13.6K $1.24M
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
150
+ 15.2%
$10.1K - $11K
1.14K $104K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
149
+ 0.02%
$10.1K - $10.9K
936K $85.3M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
138
+ 1.71%
$9.31K - $10.1K
8.21K $748K
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
128
+ 3.97%
$8.64K - $9.35K
3.35K $305K
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
126
+ 3.72%
$8.5K - $9.2K
3.51K $320K
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
115
+ 0.25%
$7.76K - $8.4K
46.5K $4.23M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
113
+ 0.3%
$7.63K - $8.25K
37.2K $3.39M
Aug 14, 2023 Q2 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
110
+ 0.2%
$7.42K - $8.03K
53.9K $4.91M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
109
+ 10.51%
$7.36K - $7.96K
1.15K $104K
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
106
+ 1.49%
$7.15K - $7.74K
7.21K $657K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
104
+ 1.68%
$7.02K - $7.6K
6.28K $572K
Aug 10, 2023 Q2 2023
West Hill Financial Advisors, Inc.

BUY
 -
100
+ 0.65%
$6.75K - $7.3K
15.4K $1.4M
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
97
+ 18.8%
$6.55K - $7.08K
613 $55.8K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
93
New
$6.28K - $6.79K
93 $8.47K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
90
+ 2.33%
$6.07K - $6.57K
3.96K $360K
Aug 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
86
+ 0.59%
$5.8K - $6.28K
14.7K $1.34M
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
86
+ 2.68%
$5.8K - $6.28K
3.29K $300K
Jul 24, 2023 Q2 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
83
+ 1.18%
$5.6K - $6.06K
7.12K $648K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
80
+ 1.42%
$5.4K - $5.84K
5.71K $520K
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
78
+ 1.68%
$5.26K - $5.7K
4.73K $431K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
78
New
$5.26K - $5.7K
78 $7.11K
Aug 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
69
+ 0.36%
$4.66K - $5.04K
19.2K $1.75M
Jul 24, 2023 Q2 2023
Evensky & Katz LLC

BUY
 -
68
+ 0.23%
$4.59K - $4.97K
29.5K $2.69M
Aug 04, 2023 Q2 2023
Peterson Financial Group, Inc.

BUY
 -
66
+ 0.33%
$4.45K - $4.82K
19.8K $1.8M

Track Institutional and Insider Activities on IWR

Follow ISHARES RUSSELL MID-CAP ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IWR shares.

Notify only if

Insider Trading

Get notified when an Ishares Russell Mid Cap ETF insider buys or sells IWR shares.

Notify only if

News

Receive news related to ISHARES RUSSELL MID-CAP ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IWR