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 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
4.69K
+ 21.07%
$321K - $356K
27K $2.46M
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
4.66K
+ 31.68%
$320K - $354K
19.4K $1.77M
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
4.59K
New
$314K - $348K
4.59K $419K
Nov 07, 2023 Q3 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
4.58K
+ 2.09%
$314K - $348K
224K $20.4M
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
4.53K
+ 3.65%
$311K - $344K
129K $11.8M
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
4.53K
+ 3.65%
$311K - $344K
129K $11.8M
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
4.48K
New
$307K - $340K
4.48K $409K
Nov 30, 2023 Q3 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
4.47K
New
$306K - $339K
4.47K $408K
Nov 03, 2023 Q3 2023
Fiducient Advisors LLC

BUY
 -
4.36K
+ 56.0%
$299K - $331K
12.2K $1.11M
Nov 13, 2023 Q3 2023
Icw Investment Advisors LLC

Scottsdale, AZ
BUY
 -
4.35K
New
$298K - $330K
4.35K $398K
Oct 27, 2023 Q3 2023
Mwa Asset Management

Lexington, MA
BUY
 -
4.15K
New
$285K - $315K
4.15K $379K
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
4.11K
New
$282K - $312K
4.11K $376K
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
4.11K
+ 499.39%
$282K - $312K
4.93K $451K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
4.11K
+ 38.95%
$281K - $312K
14.7K $1.34M
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
4.06K
New
$278K - $308K
4.06K $371K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
4.02K
+ 14.33%
$276K - $305K
32.1K $2.93M
Nov 14, 2023 Q3 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
4.02K
New
$275K - $305K
4.02K $367K
Nov 01, 2023 Q3 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
4.01K
New
$275K - $305K
4.01K $367K
Oct 26, 2023 Q3 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
3.95K
+ 5.7%
$271K - $300K
73.3K $6.69M
Nov 13, 2023 Q3 2023
Paragon Private Wealth Management, LLC

BUY
 -
3.9K
+ 26.19%
$267K - $296K
18.8K $1.71M
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
3.86K
New
$265K - $293K
3.86K $353K
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
3.77K
New
$258K - $286K
3.77K $344K
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
3.76K
New
$258K - $285K
3.76K $343K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
3.71K
New
$254K - $282K
3.71K $339K
Nov 15, 2023 Q3 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
3.71K
+ 51.9%
$254K - $281K
10.9K $991K
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
3.69K
+ 14.96%
$253K - $280K
28.3K $2.59M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
3.68K
New
$252K - $279K
3.68K $336K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
3.66K
+ 3.03%
$251K - $278K
124K $11.4M
Nov 14, 2023 Q3 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
3.63K
+ 126.84%
$248K - $275K
6.48K $592K
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
3.62K
+ 44.22%
$248K - $274K
11.8K $1.08M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
3.6K
New
$247K - $273K
3.6K $329K
Oct 30, 2023 Q3 2023
Abundance Wealth Counselors

BUY
 -
3.6K
New
$247K - $273K
3.6K $329K
Oct 10, 2023 Q3 2023
Affinity Capital Advisors, LLC

BUY
 -
3.49K
New
$239K - $265K
3.49K $318K
Nov 13, 2023 Q3 2023
Madison Asset Management, LLC

Madison, WI
BUY
 -
3.44K
New
$236K - $261K
3.44K $314K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
3.37K
+ 0.63%
$231K - $255K
537K $49.1M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
3.36K
+ 15.61%
$230K - $255K
24.9K $2.27M
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
3.3K
+ 42.47%
$226K - $251K
11.1K $1.01M
Nov 09, 2023 Q3 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
3.3K
+ 6.46%
$226K - $250K
54.4K $4.97M
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

BUY
 -
3.19K
New
$218K - $242K
3.19K $291K
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
3.19K
New
$218K - $242K
3.19K $291K
Nov 07, 2023 Q3 2023
Ledyard National Bank

BUY
 -
3.14K
New
$215K - $238K
3.14K $287K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
3.09K
+ 1226.59%
$212K - $235K
3.34K $305K
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
3.08K
New
$211K - $234K
3.08K $281K
Nov 14, 2023 Q3 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
3.07K
+ 30.8%
$210K - $233K
13K $1.19M
Oct 16, 2023 Q3 2023
Hilltop Wealth Advisors, LLC

BUY
 -
3.07K
+ 17.15%
$210K - $233K
20.9K $1.91M
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
3.04K
+ 2.76%
$208K - $231K
113K $10.3M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3.01K
+ 32.32%
$206K - $228K
12.3K $1.13M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
3K
+ 5.86%
$206K - $228K
54.2K $4.95M
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
3K
+ 46.75%
$206K - $228K
9.42K $860K

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