Purchases and Sales Made in Q3 2022 in Ishares Russell Mid Cap ETF (IWR)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
35+ 0.33% |
$2.18K - $2.62K
|
10.7K
$978K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
34+ 0.12% |
$2.11K - $2.54K
|
29.2K
$2.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
32+ 0.47% |
$1.99K - $2.39K
|
6.81K
$620K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
27+ 2.35% |
$1.68K - $2.02K
|
1.18K
$107K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
26+ 5.1% |
$1.62K - $1.95K
|
536
$48.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
25+ 0.51% |
$1.55K - $1.87K
|
4.93K
$449K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22New |
$1.37K - $1.65K
|
22
$2K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
21+ 5.82% |
$1.31K - $1.57K
|
382
$34.8K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
21+ 0.27% |
$1.31K - $1.57K
|
7.85K
$715K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
20+ 0.62% |
$1.24K - $1.5K
|
3.22K
$294K
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17+ 0.29% |
$1.06K - $1.27K
|
5.9K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
16+ 0.22% |
$994 - $1.2K
|
7.38K
$672K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
16+ 0.1% |
$994 - $1.2K
|
15.3K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 57.14% |
$994 - $1.2K
|
44
$4.01K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
14+ 0.43% |
$870 - $1.05K
|
3.25K
$296K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13+ 0.15% |
$808 - $973
|
8.77K
$799K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.16% |
$622 - $748
|
6.33K
$577K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10+ 0.42% |
$622 - $748
|
2.41K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10+ 0.17% |
$622 - $748
|
5.78K
$527K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.09% |
$497 - $599
|
8.51K
$775K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$497 - $599
|
5.18K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8+ 0.05% |
$497 - $599
|
15.3K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7+ 0.1% |
$435 - $524
|
7.18K
$654K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7+ 0.07% |
$435 - $524
|
10.4K
$948K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.07% |
$435 - $524
|
9.57K
$872K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6+ 0.04% |
$373 - $449
|
13.3K
$1.22M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6+ 0.04% |
$373 - $449
|
13.3K
$1.22M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
6+ 0.04% |
$373 - $449
|
13.6K
$1.24M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5+ 0.14% |
$311 - $374
|
3.51K
$320K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5+ 0.1% |
$311 - $374
|
5.11K
$465K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5+ 0.01% |
$311 - $374
|
41.3K
$3.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.07% |
$249 - $299
|
6.03K
$549K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.08% |
$249 - $299
|
5.25K
$478K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.02% |
$186 - $224
|
12.4K
$1.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.12% |
$186 - $224
|
2.53K
$231K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.67% |
$186 - $224
|
453
$41.3K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3+ 0.09% |
$186 - $224
|
3.31K
$301K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.67% |
$186 - $224
|
454
$41.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
3+ 0.08% |
$186 - $224
|
3.84K
$350K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.06% |
$186 - $224
|
5.34K
$486K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2+ 0.06% |
$124 - $150
|
3.4K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$124 - $150
|
16.1K
$1.46M
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
2+ 0.02% |
$124 - $150
|
10.6K
$966K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2+ 0.02% |
$124 - $150
|
10.6K
$965K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.01% |
$124 - $150
|
34K
$3.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.08% |
$62.2 - $74.8
|
1.19K
$108K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.01% |
$62.2 - $74.8
|
17K
$1.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.01% |
$62.2 - $74.8
|
17K
$1.55M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.03% |
$62.2 - $74.8
|
3.05K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2- -0.0% |
$124 - $150
|
47.3K
$4.31M
|