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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-275- 1.59% |
$18.8K - $20.9K
|
17K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-275- 2.73% |
$18.8K - $20.9K
|
9.82K
$897K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-277- 8.0% |
$19K - $21K
|
3.19K
$291K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-286- 0.26% |
$19.6K - $21.7K
|
110K
$10M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-287- 0.41% |
$19.7K - $21.8K
|
69.9K
$6.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-298- 1.0% |
$20.4K - $22.6K
|
29.5K
$2.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-305- 33.89% |
$20.9K - $23.2K
|
595
$54.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-307- 4.2% |
$21K - $23.3K
|
7K
$640K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-308- 1.99% |
$21.1K - $23.4K
|
15.2K
$1.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-308- 1.99% |
$21.1K - $23.4K
|
15.2K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-321- 0.66% |
$22K - $24.4K
|
48.3K
$4.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-337- 6.77% |
$23.1K - $25.6K
|
4.64K
$424K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-346- 3.49% |
$23.7K - $26.3K
|
9.58K
$875K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-380- 31.2% |
$26K - $28.8K
|
838
$76.5K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-383- 3.09% |
$26.3K - $29.1K
|
12K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Campion Asset Management
|
SELL
|
- |
-385- 0.34% |
$26.4K - $29.2K
|
114K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-393- 3.87% |
$26.9K - $29.8K
|
9.76K
$892K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-397- 3.62% |
$27.2K - $30.1K
|
10.6K
$966K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-406- 0.18% |
$27.8K - $30.8K
|
229K
$21M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-412- 8.63% |
$28.2K - $31.3K
|
4.36K
$398K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-423- 10.9% |
$29K - $32.1K
|
3.46K
$316K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-440- 1.79% |
$30.2K - $33.4K
|
24.2K
$2.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-452- 5.18% |
$31K - $34.3K
|
8.28K
$756K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-453- 0.72% |
$31K - $34.4K
|
62.7K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-458- 13.54% |
$31.4K - $34.8K
|
2.93K
$267K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-462- 0.71% |
$31.7K - $35.1K
|
64.5K
$5.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-466- 1.8% |
$31.9K - $35.4K
|
25.4K
$2.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-467- 3.42% |
$32K - $35.4K
|
13.2K
$1.21M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-470- 6.79% |
$32.2K - $35.7K
|
6.46K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-486- 2.52% |
$33.3K - $36.9K
|
18.8K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-487- 1.78% |
$33.4K - $37K
|
26.8K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-499- 8.73% |
$34.2K - $37.9K
|
5.21K
$476K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-500- 2.15% |
$34.3K - $38K
|
22.7K
$2.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-510- 8.32% |
$35K - $38.7K
|
5.62K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-519- 3.86% |
$35.6K - $39.4K
|
12.9K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-531- 1.29% |
$36.4K - $40.3K
|
40.7K
$3.72M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-533- 0.85% |
$36.5K - $40.5K
|
62.4K
$5.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-536- 4.76% |
$36.7K - $40.7K
|
10.7K
$980K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-540- 2.7% |
$37K - $41K
|
19.5K
$1.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-546- 1.57% |
$37.4K - $41.4K
|
34.3K
$3.13M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-550- 3.8% |
$37.7K - $41.8K
|
13.9K
$1.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-567- 6.08% |
$38.9K - $43K
|
8.75K
$800K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-573- 2.85% |
$39.3K - $43.5K
|
19.6K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-576- 15.75% |
$39.5K - $43.7K
|
3.08K
$281K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-600- 2.56% |
$41.1K - $45.5K
|
22.8K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-603- 1.45% |
$41.3K - $45.8K
|
40.9K
$3.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-612- 12.99% |
$41.9K - $46.5K
|
4.1K
$374K
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-620- 13.45% |
$42.5K - $47.1K
|
3.99K
$364K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-675- 0.97% |
$46.3K - $51.2K
|
68.6K
$6.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-677- 8.66% |
$46.4K - $51.4K
|
7.14K
$652K
|