Purchases and Sales Made in Q3 2023 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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
Nov 01, 2023 Q3 2023
Horan Securities, Inc.

SELL
 -
-1.94K
- 20.42%
$133K - $147K
7.57K $691K
Nov 14, 2023 Q3 2023
Tolleson Wealth Management, Inc.

Dallas, TX
SELL
 -
-1.97K
- 2.49%
$135K - $149K
77K $7.03M
Oct 18, 2023 Q3 2023
Culbertson A N & CO Inc

SELL
 -
-1.98K
- 1.12%
$136K - $150K
174K $15.9M
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-1.99K
- 22.55%
$137K - $151K
6.85K $625K
Oct 11, 2023 Q3 2023
Legacy Bridge, LLC

SELL
 -
-2K
- 9.67%
$137K - $152K
18.7K $1.71M
Oct 13, 2023 Q3 2023
Ullmann Wealth Partners Group, LLC

SELL
 -
-2.04K
- 1.7%
$140K - $155K
118K $10.8M
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

SELL
 -
-2.05K
- 2.18%
$140K - $155K
91.8K $8.38M
Nov 15, 2023 Q3 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-2.12K
- 2.83%
$145K - $161K
72.8K $6.65M
Oct 11, 2023 Q3 2023
D. Scott Neal, Inc.

SELL
 -
-2.13K
- 37.38%
$146K - $161K
3.56K $325K
Oct 26, 2023 Q3 2023
First Merchants Corp

SELL
 -
-2.18K
- 2.29%
$150K - $166K
93.2K $8.51M
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

SELL
 -
-2.29K
- 2.26%
$157K - $174K
99.1K $9.05M
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-2.3K
- 49.96%
$157K - $174K
2.3K $210K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

SELL
 -
-2.41K
- 42.72%
$165K - $183K
3.24K $296K
Nov 02, 2023 Q3 2023
Beck Bode, LLC

SELL
 -
-2.42K
- 7.69%
$166K - $184K
29.1K $2.65M
Oct 23, 2023 Q3 2023
Busey Wealth Management

SELL
 -
-2.44K
- 8.68%
$167K - $185K
25.6K $2.34M
Oct 03, 2023 Q3 2023
Appleton Partners Inc

SELL
 -
-2.57K
- 9.04%
$176K - $195K
25.8K $2.36M
Nov 14, 2023 Q3 2023
First Western Trust Bank

Denver, CO
SELL
 -
-2.57K
- 0.22%
$176K - $195K
1.19M $108M
Nov 14, 2023 Q3 2023
Mai Capital Management

SELL
 -
-2.62K
- 0.86%
$180K - $199K
304K $27.7M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-2.65K
- 1.79%
$182K - $201K
145K $13.3M
Oct 05, 2023 Q3 2023
Taylor & Morgan Wealth Management, LLC

SELL
 -
-2.71K
- 2.89%
$186K - $206K
90.9K $8.3M
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

SELL
 -
-2.82K
- 1.61%
$193K - $214K
172K $15.7M
Oct 27, 2023 Q3 2023
Wooster Corthell Wealth Management, Inc.

SELL
 -
-2.83K
- 16.17%
$194K - $215K
14.7K $1.34M
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
SELL
 -
-2.84K
- 8.67%
$195K - $216K
29.9K $2.73M
Nov 06, 2023 Q3 2023
Sonata Capital Group Inc

SELL
 -
-2.85K
- 1.52%
$195K - $216K
185K $16.9M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
SELL
 -
-2.92K
- 19.07%
$200K - $222K
12.4K $1.13M
Oct 30, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
SELL
 -
-2.99K
- 5.82%
$205K - $227K
48.3K $4.41M
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-3.11K
- 3.54%
$213K - $236K
84.9K $7.75M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-3.12K
- 64.49%
$214K - $237K
1.72K $157K
Jan 30, 2024 Q3 2023
Dgs Capital Management, LLC

SELL
 -
-3.13K
Closed
$215K - $238K
0 $0
Oct 31, 2023 Q3 2023
Patton Fund Management, Inc.

SELL
 -
-3.21K
- 1.77%
$220K - $244K
178K $16.3M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-3.4K
- 4.43%
$233K - $258K
73.3K $6.7M
Oct 13, 2023 Q3 2023
Courier Capital LLC

SELL
 -
-3.4K
- 9.39%
$233K - $258K
32.8K $3M
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

SELL
 -
-3.43K
- 43.53%
$235K - $261K
4.45K $407K
Nov 13, 2023 Q3 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
SELL
 -
-3.43K
- 4.79%
$235K - $261K
68.3K $6.24M
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

SELL
 -
-3.49K
- 3.3%
$239K - $265K
102K $9.34M
Nov 13, 2023 Q3 2023
Full Sail Capital, LLC

Oklahoma City, OK
SELL
 -
-3.83K
- 3.48%
$263K - $291K
106K $9.71M
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

SELL
 -
-3.93K
- 1.86%
$269K - $298K
208K $19M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

SELL
 -
-3.95K
- 56.96%
$271K - $300K
2.98K $272K
Nov 01, 2023 Q3 2023
Albion Financial Group

SELL
 -
-3.99K
- 0.44%
$274K - $303K
901K $82.3M
Nov 13, 2023 Q3 2023
Boston Family Office LLC

Boston, MA
SELL
 -
-4K
- 11.65%
$274K - $304K
30.3K $2.77M
Nov 17, 2023 Q3 2023
Old National Bancorp

SELL
 -
-4.11K
- 2.62%
$282K - $312K
153K $13.9M
Nov 08, 2023 Q3 2023
Jsf Financial, LLC

SELL
 -
-4.19K
- 8.0%
$287K - $318K
48.1K $4.4M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-4.23K
- 2.84%
$290K - $321K
145K $13.2M
Oct 27, 2023 Q3 2023
Marquette Asset Management, LLC

SELL
 -
-4.25K
- 9.75%
$291K - $323K
39.3K $3.59M
Nov 14, 2023 Q3 2023
London CO Of Virginia

Richmond, VA
SELL
 -
-4.5K
- 99.91%
$308K - $341K
4 $365
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

SELL
 -
-4.78K
- 17.92%
$328K - $363K
21.9K $2M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-4.93K
- 25.34%
$338K - $374K
14.5K $1.33M
Oct 24, 2023 Q3 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
SELL
 -
-5.03K
- 33.82%
$345K - $382K
9.84K $899K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-5.51K
- 1.23%
$378K - $419K
444K $40.6M

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