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 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-146- 0.24% |
$10K - $11.1K
|
61.5K
$5.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-146- 1.61% |
$10K - $11.1K
|
8.92K
$814K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-148- 4.29% |
$10.1K - $11.2K
|
3.3K
$301K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-150- 0.37% |
$10.3K - $11.4K
|
40.2K
$3.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-151- 1.1% |
$10.3K - $11.5K
|
13.6K
$1.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-153- 10.13% |
$10.5K - $11.6K
|
1.36K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-155- 54.77% |
$10.6K - $11.8K
|
128
$11.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-157- 3.02% |
$10.8K - $11.9K
|
5.04K
$461K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-157- 0.11% |
$10.8K - $11.9K
|
140K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-158- 0.1% |
$10.8K - $12K
|
153K
$13.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-159- 3.11% |
$10.9K - $12.1K
|
4.95K
$452K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-160- 1.81% |
$11K - $12.1K
|
8.7K
$795K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-161- 3.93% |
$11K - $12.2K
|
3.94K
$360K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-175- 0.2% |
$12K - $13.3K
|
85.3K
$7.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-175- 1.23% |
$12K - $13.3K
|
14.1K
$1.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-178- 1.49% |
$12.2K - $13.5K
|
11.8K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-185- 1.49% |
$12.7K - $14K
|
12.3K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-187- 2.27% |
$12.8K - $14.2K
|
8.05K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-188- 5.11% |
$12.9K - $14.3K
|
3.49K
$319K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-190- 0.62% |
$13K - $14.4K
|
30.4K
$2.78M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-191- 0.59% |
$13.1K - $14.5K
|
32.1K
$2.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-195- 0.08% |
$13.4K - $14.8K
|
237K
$21.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-196- 1.85% |
$13.4K - $14.9K
|
10.4K
$950K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-198- 4.18% |
$13.6K - $15K
|
4.54K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-200- 1.02% |
$13.7K - $15.2K
|
19.3K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-200- 0.27% |
$13.7K - $15.2K
|
73K
$6.67M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-202- 43.35% |
$13.8K - $15.3K
|
264
$24.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-205- 14.59% |
$14.1K - $15.6K
|
1.2K
$110K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-207- 1.68% |
$14.2K - $15.7K
|
12.1K
$1.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-211- 2.21% |
$14.5K - $16K
|
9.35K
$854K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-211- 0.51% |
$14.5K - $16K
|
41.1K
$3.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-216- 32.24% |
$14.8K - $16.4K
|
454
$41.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-218- 1.28% |
$14.9K - $16.5K
|
16.9K
$1.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-220- 3.61% |
$15.1K - $16.7K
|
5.87K
$536K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-221- 5.1% |
$15.1K - $16.8K
|
4.11K
$376K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-223- 1.17% |
$15.3K - $16.9K
|
18.8K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-224- 0.87% |
$15.4K - $17K
|
25.4K
$2.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-226- 1.63% |
$15.5K - $17.2K
|
13.6K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-231- 0.38% |
$15.8K - $17.5K
|
61.1K
$5.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-233- 3.44% |
$16K - $17.7K
|
6.55K
$598K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-240- 0.12% |
$16.4K - $18.2K
|
193K
$17.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-244- 0.24% |
$16.7K - $18.5K
|
101K
$9.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-245- 0.71% |
$16.8K - $18.6K
|
34.4K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-246- 3.91% |
$16.9K - $18.7K
|
6.04K
$552K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-250- 4.31% |
$17.1K - $19K
|
5.54K
$506K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-256- 0.72% |
$17.5K - $19.4K
|
35.3K
$3.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-261- 0.71% |
$17.9K - $19.8K
|
36.7K
$3.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-268- 2.35% |
$18.4K - $20.3K
|
11.1K
$1.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-270- 0.37% |
$18.5K - $20.5K
|
72.2K
$6.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-270- 0.34% |
$18.5K - $20.5K
|
80.1K
$7.31M
|