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 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-52- 1.26% |
$3.56K - $3.95K
|
4.07K
$372K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-54- 0.1% |
$3.7K - $4.1K
|
56.2K
$5.14M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-56- 0.37% |
$3.84K - $4.25K
|
15.3K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-56- 0.24% |
$3.84K - $4.25K
|
23.3K
$2.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-57- 2.0% |
$3.91K - $4.33K
|
2.79K
$255K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-58- 0.65% |
$3.98K - $4.4K
|
8.85K
$809K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-58- 0.38% |
$3.98K - $4.4K
|
15.2K
$1.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-58- 1.05% |
$3.98K - $4.4K
|
5.49K
$502K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-65- 1.76% |
$4.46K - $4.93K
|
3.63K
$332K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-66- 0.09% |
$4.52K - $5.01K
|
69.9K
$6.38M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-67- 0.84% |
$4.59K - $5.09K
|
7.89K
$721K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-67- 0.54% |
$4.59K - $5.09K
|
12.5K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-67- 0.58% |
$4.59K - $5.09K
|
11.5K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-68- 0.21% |
$4.66K - $5.16K
|
32.3K
$2.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-70- 1.01% |
$4.8K - $5.31K
|
6.84K
$625K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-72- 4.01% |
$4.93K - $5.47K
|
1.72K
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-73- 2.73% |
$5K - $5.54K
|
2.6K
$238K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-80- 2.43% |
$5.48K - $6.07K
|
3.22K
$294K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-82- 0.25% |
$5.62K - $6.22K
|
32.9K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-83- 0.32% |
$5.69K - $6.3K
|
25.9K
$2.36M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-83- 0.36% |
$5.69K - $6.3K
|
22.7K
$2.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-89- 0.23% |
$6.1K - $6.76K
|
38.4K
$3.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-93- 1.29% |
$6.37K - $7.06K
|
7.12K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-99- 0.55% |
$6.79K - $7.52K
|
17.8K
$1.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-100- 0.54% |
$6.85K - $7.59K
|
18.4K
$1.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.8% |
$6.85K - $7.59K
|
5.47K
$499K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 1.82% |
$6.85K - $7.59K
|
5.4K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-100- 16.95% |
$6.85K - $7.59K
|
490
$44.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 1.68% |
$6.85K - $7.59K
|
5.85K
$535K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-102- 1.14% |
$6.99K - $7.74K
|
8.81K
$804K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-103- 3.26% |
$7.06K - $7.82K
|
3.05K
$279K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-103- 1.37% |
$7.06K - $7.82K
|
7.41K
$677K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-105- 13.71% |
$7.2K - $7.97K
|
661
$60.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-106- 1.32% |
$7.27K - $8.05K
|
7.93K
$724K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-111- 9.65% |
$7.61K - $8.43K
|
1.04K
$94.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-112- 0.98% |
$7.68K - $8.5K
|
11.3K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-114- 0.44% |
$7.81K - $8.65K
|
25.8K
$2.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-120- 0.4% |
$8.22K - $9.11K
|
29.8K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-121- 0.54% |
$8.29K - $9.19K
|
22.5K
$2.05M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-124- 0.29% |
$8.5K - $9.41K
|
43.2K
$3.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-125- 0.73% |
$8.57K - $9.49K
|
17.1K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-127- 0.59% |
$8.7K - $9.64K
|
21.4K
$1.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-129- 3.68% |
$8.84K - $9.79K
|
3.38K
$308K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-133- 58.59% |
$9.12K - $10.1K
|
94
$8.59K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-135- 3.24% |
$9.25K - $10.2K
|
4.03K
$368K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-138- 1.0% |
$9.46K - $10.5K
|
13.6K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-138- 2.74% |
$9.46K - $10.5K
|
4.91K
$448K
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
SELL
|
- |
-140- 6.72% |
$9.6K - $10.6K
|
1.94K
$177K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-141- 9.02% |
$9.66K - $10.7K
|
1.42K
$130K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-143- 0.13% |
$9.8K - $10.9K
|
110K
$10M
|