Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Oct 28, 2022 Q3 2022
Canvas Wealth Advisors, LLC

BUY
 -
870
+ 13.21%
$54.1K - $65.1K
7.46K $679K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
852
+ 2.06%
$53K - $63.7K
42.1K $3.84M
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
818
+ 2.5%
$50.8K - $61.2K
33.5K $3.05M
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
779
+ 2.96%
$48.4K - $58.3K
27.1K $2.47M
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

BUY
 -
761
+ 16.41%
$47.3K - $56.9K
5.4K $492K
Nov 01, 2022 Q3 2022
Lowe Brockenbrough & CO Inc

BUY
 -
755
+ 4.58%
$46.9K - $56.5K
17.2K $1.57M
Nov 14, 2022 Q3 2022
Peoples Bank

BUY
 -
733
+ 2.43%
$45.6K - $54.8K
30.9K $2.82M
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
730
New
$45.4K - $54.6K
730 $66.5K
Nov 08, 2022 Q3 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
702
+ 2.14%
$43.6K - $52.5K
33.5K $3.05M
Oct 12, 2022 Q3 2022
Summit Financial Group, Inc.

BUY
 -
680
+ 1.55%
$42.3K - $50.9K
44.6K $4.06M
Nov 14, 2022 Q3 2022
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
664
+ 3.21%
$41.3K - $49.7K
21.4K $1.95M
Nov 09, 2022 Q3 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
663
+ 7.82%
$41.2K - $49.6K
9.14K $833K
Nov 01, 2022 Q3 2022
Modera Wealth Management, LLC

BUY
 -
645
+ 7.15%
$40.1K - $48.3K
9.66K $880K
Nov 09, 2022 Q3 2022
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
621
+ 0.71%
$38.6K - $46.5K
88.6K $8.07M
Oct 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
616
New
$38.3K - $46.1K
616 $56.1K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
611
+ 1.59%
$38K - $45.7K
39.1K $3.57M
Oct 14, 2022 Q3 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
600
+ 16.07%
$37.3K - $44.9K
4.33K $395K
Nov 08, 2022 Q3 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
583
+ 13.29%
$36.2K - $43.6K
4.97K $453K
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
579
+ 1.69%
$36K - $43.3K
34.7K $3.17M
Nov 08, 2022 Q3 2022
Davis R M Inc

Portland, ME
BUY
 -
560
+ 2.98%
$34.8K - $41.9K
19.4K $1.76M
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
543
+ 3.26%
$33.7K - $40.6K
17.2K $1.57M
Oct 14, 2022 Q3 2022
Avantax Planning Partners, Inc.

BUY
 -
531
+ 13.9%
$33K - $39.7K
4.35K $396K
Oct 24, 2022 Q3 2022
Investment Advisory Group, LLC

BUY
 -
531
+ 6.29%
$33K - $39.7K
8.98K $818K
Jul 10, 2024 Q3 2022
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
505
+ 0.2%
$31.4K - $37.8K
251K $22.8M
Nov 08, 2022 Q3 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
504
+ 12.55%
$31.3K - $37.7K
4.52K $412K
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
500
+ 6.36%
$31.1K - $37.4K
8.36K $762K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
498
+ 26.2%
$31K - $37.3K
2.4K $219K
Nov 07, 2022 Q3 2022
South State Corp

BUY
 -
493
+ 1.42%
$30.6K - $36.9K
35.2K $3.21M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
484
+ 0.54%
$30.1K - $36.2K
90.2K $8.22M
Nov 21, 2022 Q3 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
470
+ 5.26%
$29.2K - $35.2K
9.41K $857K
Oct 19, 2022 Q3 2022
Wealth Cmt

BUY
 -
467
+ 4.42%
$29K - $34.9K
11K $1.01M
Nov 14, 2022 Q3 2022
Israel Discount Bank Of New York

New York, NY
BUY
 -
445
+ 1.07%
$27.7K - $33.3K
41.9K $3.82M
Oct 17, 2022 Q3 2022
Leavell Investment Management, Inc.

BUY
 -
445
+ 7.57%
$27.7K - $33.3K
6.33K $576K
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
443
+ 1.03%
$27.5K - $33.1K
43.3K $3.94M
Oct 25, 2022 Q3 2022
Vista Wealth Management Group, LLC

BUY
 -
437
+ 7.41%
$27.2K - $32.7K
6.34K $577K
Nov 09, 2022 Q3 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
436
+ 0.77%
$27.1K - $32.6K
56.9K $5.19M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
416
+ 4.73%
$25.9K - $31.1K
9.22K $840K
Nov 15, 2022 Q3 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
407
+ 0.46%
$25.3K - $30.5K
89.8K $8.18M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
399
+ 1.89%
$24.8K - $29.9K
21.5K $1.96M
Nov 07, 2022 Q3 2022
Essex Financial Services, Inc.

BUY
 -
384
+ 0.7%
$23.9K - $28.7K
55.6K $5.06M
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
380
+ 2.85%
$23.6K - $28.4K
13.7K $1.25M
Oct 06, 2022 Q3 2022
Independence Bank Of Kentucky

BUY
 -
367
+ 0.68%
$22.8K - $27.5K
54.1K $4.93M
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
352
+ 1.73%
$21.9K - $26.3K
20.7K $1.89M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
345
+ 5.52%
$21.4K - $25.8K
6.59K $601K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
339
+ 0.12%
$21.1K - $25.4K
284K $25.9M
Nov 10, 2022 Q3 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
331
+ 1.46%
$20.6K - $24.8K
23K $2.09M
Oct 12, 2022 Q3 2022
Mc Naughton Wealth Management, LLC

BUY
 -
324
+ 7.76%
$20.1K - $24.2K
4.5K $410K
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
322
+ 2.52%
$20K - $24.1K
13.1K $1.19M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
322
+ 2.52%
$20K - $24.1K
13.1K $1.19M

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