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 |
---|---|---|---|---|---|---|---|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.6K- 1.16% |
$383K - $425K
|
475K
$43.4M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.67K- 15.22% |
$389K - $430K
|
31.6K
$2.88M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.7K- 0.26% |
$391K - $433K
|
2.22M
$203M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-6.32K- 13.26% |
$433K - $479K
|
41.3K
$3.77M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.4K- 6.65% |
$439K - $486K
|
89.8K
$8.2M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-6.51K- 2.85% |
$446K - $494K
|
222K
$20.3M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.56K- 0.36% |
$450K - $498K
|
1.81M
$165M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.78K- 0.57% |
$465K - $515K
|
1.17M
$107M
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-7.17K- 2.5% |
$492K - $545K
|
280K
$25.6M
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.33K- 33.54% |
$502K - $556K
|
14.5K
$1.33M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.17K- 9.54% |
$560K - $620K
|
77.5K
$7.08M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.4K- 24.97% |
$576K - $638K
|
25.2K
$2.31M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.6K- 27.3% |
$658K - $729K
|
25.6K
$2.34M
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.6K- 99.09% |
$723K - $801K
|
97
$8.86K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.7K- 16.13% |
$737K - $816K
|
55.9K
$5.1M
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-10.8K- 23.74% |
$739K - $818K
|
34.6K
$3.16M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.6K- 15.96% |
$794K - $879K
|
61K
$5.57M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-11.7K- 11.98% |
$802K - $888K
|
85.9K
$7.85M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 39.23% |
$832K - $921K
|
18.8K
$1.72M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12.2K- 25.38% |
$835K - $924K
|
35.8K
$3.27M
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-12.8K- 10.82% |
$875K - $969K
|
105K
$9.61M
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-12.8K- 12.52% |
$880K - $974K
|
89.7K
$8.19M
|
|
Oct 26, 2023
Q3 2023
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-13K- 14.8% |
$891K - $987K
|
74.8K
$6.83M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.4K- 14.28% |
$917K - $1.02M
|
80.3K
$7.34M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-13.5K- 15.6% |
$926K - $1.03M
|
73.1K
$6.68M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.6K- 3.13% |
$931K - $1.03M
|
420K
$38.3M
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-15.6K- 24.78% |
$1.07M - $1.18M
|
47.3K
$4.32M
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-15.6K- 25.36% |
$1.07M - $1.18M
|
45.9K
$4.19M
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-16.5K- 12.96% |
$1.13M - $1.25M
|
111K
$10.1M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-16.8K- 15.54% |
$1.15M - $1.28M
|
91.3K
$8.34M
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-17K- 1.8% |
$1.17M - $1.29M
|
931K
$85M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-17.2K- 40.23% |
$1.18M - $1.31M
|
25.6K
$2.34M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.3K- 1.67% |
$1.26M - $1.39M
|
1.08M
$98.5M
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-20.4K- 61.47% |
$1.4M - $1.55M
|
12.8K
$1.17M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.6K- 3.49% |
$1.48M - $1.64M
|
598K
$54.6M
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-22.8K- 3.4% |
$1.57M - $1.73M
|
649K
$59.3M
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-23.4K- 2.45% |
$1.6M - $1.77M
|
931K
$85.1M
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-23.7K- 11.07% |
$1.63M - $1.8M
|
190K
$17.4M
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-24.8K- 15.95% |
$1.7M - $1.88M
|
131K
$11.9M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-26.9K- 43.1% |
$1.85M - $2.04M
|
35.6K
$3.25M
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-30.4K- 3.53% |
$2.08M - $2.31M
|
830K
$75.8M
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-38.7K- 12.43% |
$2.65M - $2.94M
|
273K
$24.9M
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-39.2K- 33.67% |
$2.69M - $2.98M
|
77.2K
$7.05M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-40.6K- 2.16% |
$2.79M - $3.09M
|
1.84M
$168M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-41.1K- 1.05% |
$2.81M - $3.12M
|
3.87M
$353M
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-41.9K- 23.56% |
$2.87M - $3.18M
|
136K
$12.4M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-43.3K- 7.77% |
$2.97M - $3.29M
|
514K
$46.9M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-44.8K- 1.97% |
$3.07M - $3.4M
|
2.23M
$204M
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-55.4K- 4.95% |
$3.8M - $4.21M
|
1.06M
$97.3M
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-62.7K- 8.98% |
$4.3M - $4.76M
|
635K
$58M
|