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 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-702- 0.2% |
$48.1K - $53.3K
|
342K
$31.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-727- 0.29% |
$49.8K - $55.2K
|
252K
$23.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-745- 6.54% |
$51.1K - $56.6K
|
10.6K
$972K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-750- 12.13% |
$51.4K - $56.9K
|
5.44K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-756- 3.02% |
$51.8K - $57.4K
|
24.3K
$2.22M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-793- 9.52% |
$54.4K - $60.2K
|
7.54K
$688K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-796- 14.42% |
$54.6K - $60.4K
|
4.73K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-813- 1.27% |
$55.7K - $61.7K
|
63K
$5.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-828- 0.55% |
$56.8K - $62.9K
|
151K
$13.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-855- 10.26% |
$58.6K - $64.9K
|
7.48K
$683K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-868- 0.99% |
$59.5K - $65.9K
|
86.6K
$7.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-872- 3.71% |
$59.8K - $66.2K
|
22.7K
$2.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-878- 58.65% |
$60.2K - $66.6K
|
619
$56.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-887- 0.82% |
$60.8K - $67.3K
|
108K
$9.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-950- 1.96% |
$65.1K - $72.1K
|
47.6K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-950- 21.68% |
$65.1K - $72.1K
|
3.43K
$313K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-987- 0.57% |
$67.6K - $74.9K
|
171K
$15.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-989- 0.27% |
$67.8K - $75.1K
|
369K
$33.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-999- 3.03% |
$68.5K - $75.8K
|
32K
$2.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.01K- 6.73% |
$69.2K - $76.7K
|
14K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.05K- 3.55% |
$71.8K - $79.6K
|
28.5K
$2.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.08K- 13.38% |
$74K - $82K
|
6.99K
$638K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.1K- 0.83% |
$75.5K - $83.6K
|
132K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.18K- 0.61% |
$80.7K - $89.4K
|
192K
$17.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.18K- 4.74% |
$80.9K - $89.6K
|
23.7K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.19K- 1.58% |
$81.6K - $90.4K
|
74K
$6.76M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.2K- 6.45% |
$82.2K - $91.1K
|
17.4K
$1.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.23K- 5.97% |
$84.2K - $93.2K
|
19.3K
$1.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.24K- 2.68% |
$85.3K - $94.4K
|
45.2K
$4.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.25K- 6.27% |
$85.7K - $94.9K
|
18.7K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.29K- 12.8% |
$88.5K - $98K
|
8.8K
$803K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.31K- 5.66% |
$90K - $99.7K
|
21.9K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.34K- 1.09% |
$91.7K - $102K
|
121K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.4K- 0.04% |
$95.7K - $106K
|
3.31M
$303M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.42K- 4.34% |
$97.5K - $108K
|
31.4K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 10.21% |
$98.4K - $109K
|
12.6K
$1.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-1.45K- 18.71% |
$99.4K - $110K
|
6.3K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.47K- 1.25% |
$101K - $112K
|
116K
$10.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.48K- 1.13% |
$101K - $112K
|
129K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.51K- 8.04% |
$103K - $114K
|
17.3K
$1.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.57K- 6.42% |
$108K - $119K
|
22.9K
$2.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.57K- 1.17% |
$108K - $119K
|
133K
$12.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.59K- 16.07% |
$109K - $121K
|
8.3K
$758K
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.63K- 17.14% |
$112K - $124K
|
7.88K
$719K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.63K- 5.52% |
$112K - $124K
|
27.9K
$2.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-1.8K- 4.79% |
$124K - $137K
|
35.9K
$3.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.83K- 2.8% |
$125K - $139K
|
63.4K
$5.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.9K- 17.02% |
$130K - $144K
|
9.25K
$845K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.91K- 2.85% |
$131K - $145K
|
65.3K
$5.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.92K- 5.34% |
$132K - $146K
|
34.1K
$3.11M
|