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 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
31.8K
+ 33.92%
$2.18M - $2.41M
125K $11.5M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
31.6K
+ 14.76%
$2.17M - $2.4M
246K $22.4M
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
30.9K
New
$2.12M - $2.34M
30.9K $2.82M
Nov 02, 2023 Q3 2023
Gilbert & Cook, Inc.

BUY
 -
30.1K
+ 3.44%
$2.07M - $2.29M
908K $82.9M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
29.8K
+ 33.79%
$2.04M - $2.26M
118K $10.8M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
29.5K
New
$2.02M - $2.24M
29.5K $2.7M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
28.7K
+ 6.12%
$1.97M - $2.18M
497K $45.4M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
28.5K
New
$1.95M - $2.16M
28.5K $2.6M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
28.1K
+ 6.71%
$1.93M - $2.14M
448K $40.9M
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
27.8K
+ 4.62%
$1.9M - $2.11M
628K $57.4M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
26.1K
New
$1.79M - $1.98M
26.1K $2.38M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
26K
+ 1.74%
$1.78M - $1.98M
1.52M $139M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
25.9K
+ 52.64%
$1.78M - $1.97M
75.1K $6.86M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
25.5K
+ 71.78%
$1.75M - $1.94M
61.1K $5.58M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
25.3K
+ 28.21%
$1.73M - $1.92M
115K $10.5M
Oct 23, 2023 Q3 2023
Litman Gregory Wealth Management LLC

BUY
 -
24.9K
New
$1.71M - $1.89M
24.9K $2.28M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
24.4K
+ 100.57%
$1.67M - $1.85M
48.7K $4.45M
Nov 13, 2023 Q3 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
24.2K
+ 89.45%
$1.66M - $1.84M
51.3K $4.69M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
22.9K
+ 71.71%
$1.57M - $1.74M
54.8K $5M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
20.9K
+ 186.64%
$1.43M - $1.59M
32.1K $2.93M
Nov 06, 2023 Q3 2023
Washington Trust Bank

BUY
 -
20.1K
+ 16.12%
$1.38M - $1.53M
145K $13.2M
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
19.5K
+ 14.06%
$1.34M - $1.48M
158K $14.5M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
18.7K
New
$1.28M - $1.42M
18.7K $1.71M
Nov 14, 2023 Q3 2023
Texas Capital Bancshares Inc

BUY
 -
18.7K
+ 10.12%
$1.28M - $1.42M
203K $18.6M
Oct 17, 2023 Q3 2023
Coastline Trust CO

BUY
 -
18.4K
+ 6.11%
$1.26M - $1.4M
320K $29.2M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
18.3K
+ 6.18%
$1.26M - $1.39M
315K $28.7M
Oct 19, 2023 Q3 2023
Trust CO Of Toledo Na

Holland, OH
BUY
 -
17.9K
New
$1.23M - $1.36M
17.9K $1.63M
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
17.8K
+ 1.73%
$1.22M - $1.35M
1.05M $95.8M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
16.3K
+ 3.28%
$1.11M - $1.23M
513K $46.8M
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
16.1K
+ 11.87%
$1.1M - $1.22M
152K $13.9M
Nov 07, 2023 Q3 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
16.1K
+ 2.06%
$1.1M - $1.22M
798K $72.9M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
15.8K
+ 5.7%
$1.08M - $1.2M
292K $26.7M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
15.3K
+ 1.64%
$1.05M - $1.16M
952K $86.9M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
15K
+ 52.23%
$1.03M - $1.14M
43.8K $4M
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
15K
New
$1.03M - $1.14M
15K $1.37M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
14.7K
+ 20.17%
$1.01M - $1.12M
87.7K $8.01M
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
12.8K
+ 4.87%
$878K - $972K
276K $25.2M
Nov 14, 2023 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
12.8K
+ 4.87%
$878K - $972K
276K $25.2M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
12.3K
New
$846K - $937K
12.3K $1.13M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
12.3K
+ 1.29%
$843K - $934K
966K $88.2M
Nov 13, 2023 Q3 2023
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
11K
New
$754K - $835K
11K $1M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
11K
+ 1.38%
$752K - $833K
804K $73.5M
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
11K
+ 166.33%
$752K - $833K
17.6K $1.6M
Nov 14, 2023 Q3 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
10.8K
New
$741K - $820K
10.8K $987K
Nov 27, 2023 Q3 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
10.6K
+ 10879.38%
$723K - $801K
10.7K $973K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
10.5K
+ 12.7%
$722K - $800K
93.5K $8.54M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.5K
+ 38.24%
$718K - $795K
37.9K $3.46M
Oct 10, 2023 Q3 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
10.4K
+ 55.49%
$710K - $786K
29K $2.65M
Oct 10, 2023 Q3 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
10.3K
+ 57.17%
$704K - $780K
28.2K $2.58M

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