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 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
10.1K
+ 3.23%
$691K - $766K
322K $29.4M
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
10K
+ 12.98%
$685K - $759K
87K $7.95M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
9.84K
+ 21.42%
$675K - $747K
55.8K $5.1M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
9.61K
+ 117.12%
$659K - $730K
17.8K $1.63M
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
9.43K
+ 2.43%
$646K - $716K
398K $36.4M
Nov 13, 2023 Q3 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
9.35K
+ 3.13%
$641K - $710K
308K $28.2M
Nov 02, 2023 Q3 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
9.32K
+ 26.32%
$639K - $708K
44.7K $4.09M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
9.31K
+ 4.31%
$638K - $707K
225K $20.6M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
9.11K
New
$625K - $692K
9.11K $832K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
8.75K
+ 90.43%
$600K - $664K
18.4K $1.68M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
8.5K
+ 1672.64%
$582K - $645K
9.01K $823K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
8.23K
+ 30.37%
$564K - $625K
35.3K $3.23M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
8.2K
+ 23.7%
$562K - $622K
42.8K $3.91M
Nov 14, 2023 Q3 2023
Earnest Partners LLC

Atlanta, GA
BUY
 -
8.08K
+ 52.86%
$554K - $614K
23.4K $2.13M
Oct 12, 2023 Q3 2023
Radnor Capital Management, LLC

BUY
 -
7.99K
New
$548K - $607K
7.99K $730K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
7.41K
+ 4.32%
$508K - $562K
179K $16.3M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
7.32K
+ 1484.38%
$502K - $556K
7.81K $713K
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
7.26K
New
$497K - $551K
7.26K $663K
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
7.26K
New
$497K - $551K
7.26K $663K
Oct 24, 2023 Q3 2023
New South Capital Management Inc

Memphis, TN
BUY
 -
7.17K
+ 29.01%
$491K - $544K
31.9K $2.91M
Oct 12, 2023 Q3 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
7K
+ 31.63%
$480K - $531K
29.1K $2.66M
Oct 19, 2023 Q3 2023
Focus Wealth Advisors, LLC

BUY
 -
6.86K
New
$470K - $521K
6.86K $627K
Nov 14, 2023 Q3 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
6.83K
New
$468K - $518K
6.83K $624K
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
6.68K
+ 66.62%
$458K - $507K
16.7K $1.52M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
6.56K
+ 3.37%
$449K - $498K
201K $18.4M
Oct 27, 2023 Q3 2023
West Bancorporation Inc

BUY
 -
6.39K
+ 5.58%
$438K - $485K
121K $11M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
6.38K
+ 24.91%
$437K - $484K
32K $2.92M
Nov 14, 2023 Q3 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
6.2K
+ 79.49%
$425K - $471K
14K $1.28M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
6.17K
+ 9.86%
$423K - $469K
68.8K $6.28M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
6.01K
+ 1800.0%
$412K - $456K
6.35K $580K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
5.97K
+ 32.57%
$409K - $453K
24.3K $2.22M
Oct 25, 2023 Q3 2023
Cornerstone Retirement Group, Inc.

BUY
 -
5.88K
New
$403K - $447K
5.88K $537K
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
5.87K
+ 1.41%
$402K - $446K
421K $38.4M
Oct 12, 2023 Q3 2023
Sage Financial Management Group, Inc.

BUY
 -
5.78K
New
$396K - $439K
5.78K $528K
Nov 13, 2023 Q3 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
5.56K
New
$381K - $422K
5.56K $508K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
5.55K
+ 32.16%
$381K - $422K
22.8K $2.08M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
5.53K
+ 4.34%
$379K - $420K
133K $12.2M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
5.53K
+ 110.96%
$379K - $420K
10.5K $960K
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
5.45K
+ 177.65%
$374K - $414K
8.52K $779K
Feb 02, 2024 Q3 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
5.39K
+ 4.16%
$369K - $409K
135K $12.3M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
5.24K
+ 60.72%
$359K - $398K
13.9K $1.27M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
5.17K
+ 8.29%
$354K - $392K
67.5K $6.16M
Nov 09, 2023 Q3 2023
Rhumbline Advisers

Boston, MA
BUY
 -
4.87K
+ 26.92%
$334K - $369K
22.9K $2.1M
Oct 19, 2023 Q3 2023
Sather Financial Group Inc

BUY
 -
4.86K
New
$333K - $369K
4.86K $444K
Oct 10, 2023 Q3 2023
Sabal Trust CO

BUY
 -
4.86K
+ 9.06%
$333K - $369K
58.5K $5.34M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
4.85K
+ 34.15%
$332K - $368K
19.1K $1.74M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
4.85K
+ 34.15%
$332K - $368K
19.1K $1.74M
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

BUY
 -
4.82K
+ 16.68%
$330K - $366K
33.7K $3.08M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.69K
+ 4.65%
$322K - $356K
106K $9.64M

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