Purchases and Sales Made in Q3 2023 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.7MNew |
$390M - $432M
|
5.7M
$520M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.8MNew |
$260M - $288M
|
3.8M
$347M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.04M+ 12660.39% |
$140M - $155M
|
2.05M
$188M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.08M+ 5.46% |
$74.2M - $82.1M
|
20.9M
$1.91B
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
974K+ 1673.5% |
$66.8M - $73.9M
|
1.03M
$94.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
863K+ 472.0% |
$59.2M - $65.5M
|
1.05M
$95.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
798K+ 9724.49% |
$54.7M - $60.6M
|
806K
$73.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
533KNew |
$36.6M - $40.5M
|
533K
$48.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
517K+ 2.7% |
$35.5M - $39.3M
|
19.7M
$1.8B
|
|
|
Nov 06, 2023
Q3 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
467K+ 40.25% |
$32M - $35.5M
|
1.63M
$149M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
410K+ 66.7% |
$28.1M - $31.1M
|
1.02M
$93.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
352K+ 112.55% |
$24.1M - $26.7M
|
665K
$60.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
346K+ 42.82% |
$23.7M - $26.3M
|
1.15M
$105M
|
|
|
Nov 14, 2023
Q3 2023
|
Starboard Value LP
New York, NY |
BUY
|
- |
275K+ 183.33% |
$18.8M - $20.9M
|
425K
$38.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
190K+ 2.81% |
$13M - $14.4M
|
6.95M
$635M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
184K+ 5.48% |
$12.6M - $14M
|
3.54M
$323M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
174K+ 1664.94% |
$11.9M - $13.2M
|
185K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
166K+ 50.5% |
$11.4M - $12.6M
|
496K
$45.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
155KNew |
$10.6M - $11.8M
|
155K
$14.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
148K+ 987.39% |
$10.2M - $11.2M
|
163K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
143K+ 3.89% |
$9.78M - $10.8M
|
3.82M
$349M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
116K+ 4.39% |
$7.92M - $8.78M
|
2.75M
$251M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
112K+ 40.84% |
$7.66M - $8.49M
|
385K
$35.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
109K+ 441.75% |
$7.48M - $8.29M
|
134K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
107K+ 33.39% |
$7.3M - $8.08M
|
426K
$38.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
105KNew |
$7.22M - $7.99M
|
105K
$9.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
95.3K+ 32.42% |
$6.53M - $7.23M
|
389K
$35.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
90.2K+ 1.51% |
$6.18M - $6.85M
|
6.08M
$555M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
79.5K+ 1.48% |
$5.45M - $6.04M
|
5.45M
$498M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.1K+ 2.41% |
$5.35M - $5.93M
|
3.31M
$303M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
77.2K+ 75.43% |
$5.29M - $5.86M
|
180K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
73.1K+ 0.83% |
$5.01M - $5.55M
|
8.88M
$811M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
69K+ 140.64% |
$4.73M - $5.24M
|
118K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
67.5K+ 1875.51% |
$4.63M - $5.12M
|
71.1K
$6.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
66.6K+ 3.63% |
$4.56M - $5.05M
|
1.9M
$174M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65.4K+ 51.49% |
$4.48M - $4.96M
|
192K
$17.6M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
64.3K+ 40.56% |
$4.41M - $4.88M
|
223K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
62.9K+ 48.66% |
$4.31M - $4.78M
|
192K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
58.8K+ 6.57% |
$4.03M - $4.46M
|
954K
$87.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
52KNew |
$3.57M - $3.95M
|
52K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49K+ 9.8% |
$3.36M - $3.72M
|
549K
$50.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
46.2K+ 6.48% |
$3.17M - $3.51M
|
760K
$69.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
43.6KNew |
$2.99M - $3.31M
|
43.6K
$3.98M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
42K+ 13.77% |
$2.88M - $3.19M
|
347K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.5K+ 7.54% |
$2.84M - $3.15M
|
592K
$54M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
39.6K+ 8.16% |
$2.72M - $3.01M
|
526K
$48M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
39K+ 13.07% |
$2.67M - $2.96M
|
337K
$30.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
38.4K+ 155.42% |
$2.64M - $2.92M
|
63.2K
$5.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.3KNew |
$2.42M - $2.68M
|
35.3K
$3.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.4K+ 2.48% |
$2.22M - $2.46M
|
1.34M
$122M
|