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 03, 2023 Q3 2023
Carl P. Sherr & Co., LLC

BUY
 -
2.98K
+ 10.47%
$204K - $226K
31.5K $2.87M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.97K
+ 1.96%
$204K - $226K
155K $14.1M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
2.97K
+ 0.93%
$204K - $226K
323K $29.5M
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

BUY
 -
2.92K
New
$200K - $221K
2.92K $266K
Nov 07, 2023 Q3 2023
Mycio Wealth Partners, LLC

BUY
 -
2.82K
+ 7.03%
$193K - $214K
42.9K $3.92M
Nov 14, 2023 Q3 2023
Lake Street Advisors Group, LLC

BUY
 -
2.82K
+ 7.81%
$193K - $214K
38.9K $3.55M
Oct 27, 2023 Q3 2023
Angeles Wealth Management, LLC

BUY
 -
2.81K
+ 62.42%
$192K - $213K
7.3K $667K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
2.74K
+ 24.93%
$188K - $208K
13.7K $1.25M
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.73K
+ 3.07%
$187K - $207K
91.7K $8.38M
Nov 13, 2023 Q3 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
2.7K
+ 3.18%
$185K - $205K
87.6K $8M
Oct 17, 2023 Q3 2023
Riverview Trust CO

BUY
 -
2.59K
+ 322.79%
$178K - $197K
3.4K $310K
Nov 02, 2023 Q3 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
2.57K
+ 33.97%
$176K - $195K
10.1K $924K
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
2.56K
+ 21.41%
$175K - $194K
14.5K $1.32M
Nov 13, 2023 Q3 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
2.54K
+ 86.08%
$174K - $193K
5.49K $502K
Nov 07, 2023 Q3 2023
Mv Capital Management, Inc.

BUY
 -
2.54K
+ 4.64%
$174K - $193K
57.3K $5.23M
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
2.5K
+ 0.88%
$171K - $190K
286K $26.1M
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
2.4K
+ 84.9%
$164K - $182K
5.23K $477K
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
2.36K
+ 37.71%
$162K - $179K
8.61K $786K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.35K
+ 36.36%
$161K - $179K
8.83K $806K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
2.35K
+ 12.72%
$161K - $178K
20.8K $1.9M
Oct 12, 2023 Q3 2023
Sage Capital Advisors,Llc

BUY
 -
2.23K
+ 12.3%
$153K - $169K
20.3K $1.86M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
2.19K
+ 18.2%
$150K - $166K
14.2K $1.3M
Oct 11, 2023 Q3 2023
Platte River Wealth Advisors, LLC

BUY
 -
2.14K
+ 12.07%
$147K - $163K
19.9K $1.82M
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
2.09K
+ 13.54%
$143K - $159K
17.5K $1.6M
Dec 05, 2023 Q3 2023
Advisory Resource Group

BUY
 -
2.07K
+ 66.71%
$142K - $157K
5.17K $473K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
2.05K
+ 7.57%
$141K - $156K
29.1K $2.66M
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
2K
+ 55.93%
$137K - $152K
5.58K $509K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
1.97K
+ 4.04%
$135K - $150K
50.8K $4.64M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
1.91K
+ 23.81%
$131K - $145K
9.92K $906K
Nov 14, 2023 Q3 2023
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
1.91K
+ 4.57%
$131K - $145K
43.7K $3.99M
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
1.88K
+ 6.15%
$129K - $143K
32.5K $2.97M
Oct 17, 2023 Q3 2023
Tpg Financial Advisors, LLC

BUY
 -
1.87K
+ 40.11%
$128K - $142K
6.55K $598K
Oct 18, 2023 Q3 2023
Stegner Investment Associates Inc.

BUY
 -
1.87K
+ 0.52%
$128K - $142K
359K $32.8M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.87K
+ 0.25%
$128K - $142K
747K $68.3M
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
1.86K
New
$127K - $141K
1.86K $170K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.84K
+ 1.4%
$126K - $140K
133K $12.2M
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.79K
+ 796.88%
$122K - $135K
2.01K $184K
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
1.75K
+ 1.62%
$120K - $133K
110K $10.1M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
1.74K
New
$119K - $132K
1.74K $159K
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
1.73K
+ 1.87%
$119K - $131K
94.2K $8.61M
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
1.72K
+ 5.84%
$118K - $130K
31.1K $2.84M
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
1.71K
+ 7.5%
$117K - $130K
24.5K $2.23M
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
1.68K
New
$115K - $127K
1.68K $153K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.68K
+ 4.33%
$115K - $127K
40.4K $3.69M
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
1.62K
New
$111K - $123K
1.62K $148K
Oct 17, 2023 Q3 2023
Eastern Bank

BUY
 -
1.62K
+ 0.51%
$111K - $123K
321K $29.3M
Oct 19, 2023 Q3 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
1.6K
+ 3.22%
$110K - $121K
51.2K $4.68M
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.53K
+ 1964.1%
$105K - $116K
1.61K $147K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
1.5K
New
$103K - $114K
1.5K $137K

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