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
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.48K
+ 3.6%
$102K - $112K
42.6K $3.89M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.44K
+ 5.22%
$99K - $110K
29.1K $2.66M
Oct 11, 2023 Q3 2023
Cfm Wealth Partners LLC

BUY
 -
1.34K
+ 2.22%
$92K - $102K
61.8K $5.64M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
1.33K
+ 25.09%
$91.1K - $101K
6.63K $605K
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
1.33K
+ 1.66%
$90.8K - $101K
81.3K $7.43M
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
1.32K
New
$90.2K - $99.9K
1.32K $120K
Nov 17, 2023 Q3 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
1.31K
+ 4.54%
$89.6K - $99.2K
30.1K $2.75M
Nov 13, 2023 Q3 2023
Hsbc Holdings PLC

London, X0
BUY
 -
1.28K
+ 2.73%
$87.4K - $96.8K
48K $4.39M
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
1.27K
+ 2.17%
$87.2K - $96.6K
59.9K $5.48M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.26K
+ 67.38%
$86.5K - $95.8K
3.14K $286K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
1.2K
New
$82.2K - $91.1K
1.2K $110K
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
1.11K
New
$76.4K - $84.6K
1.11K $102K
Nov 08, 2023 Q3 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
1.09K
+ 14.77%
$74.6K - $82.7K
8.46K $773K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
1.09K
+ 1.85%
$74.6K - $82.6K
59.9K $5.47M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
1.06K
+ 2.59%
$72.6K - $80.4K
41.9K $3.83M
Oct 31, 2023 Q3 2023
Peterson Financial Group, Inc.

BUY
 -
1.04K
+ 5.24%
$71.1K - $78.7K
20.8K $1.9M
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
1K
+ 20.77%
$68.8K - $76.2K
5.84K $533K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1K
+ 3.66%
$68.7K - $76.1K
28.4K $2.59M
Oct 12, 2023 Q3 2023
Field & Main Bank

BUY
 -
987
New
$67.6K - $74.9K
987 $90.2K
Nov 13, 2023 Q3 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
972
+ 1.72%
$66.6K - $73.8K
57.6K $5.27M
Oct 13, 2023 Q3 2023
Smith & Howard Wealth Management, LLC

BUY
 -
966
+ 2.69%
$66.2K - $73.3K
36.8K $3.37M
Oct 13, 2023 Q3 2023
Nvest Financial, LLC

BUY
 -
947
+ 4.43%
$64.9K - $71.9K
22.3K $2.04M
Nov 13, 2023 Q3 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
938
New
$64.3K - $71.2K
938 $85.7K
Oct 16, 2023 Q3 2023
Powell Investment Advisors, LLC

BUY
 -
900
New
$61.7K - $68.3K
900 $82.2K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
882
+ 1.14%
$60.5K - $67K
78.3K $7.16M
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
874
+ 1.39%
$59.9K - $66.3K
63.8K $5.83M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
860
+ 1.04%
$58.9K - $65.3K
83.4K $7.62M
Oct 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
805
+ 3.2%
$55.2K - $61.1K
26K $2.37M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
800
New
$54.8K - $60.7K
800 $73.1K
Oct 24, 2023 Q3 2023
Summit Financial Strategies, Inc.

BUY
 -
779
+ 3.03%
$53.4K - $59.1K
26.5K $2.42M
Nov 13, 2023 Q3 2023
Miller Investment Management, LP

West Conshohocken, PA
BUY
 -
755
+ 0.32%
$51.7K - $57.3K
239K $21.8M
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
752
+ 1.11%
$51.5K - $57.1K
68.7K $6.27M
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
751
+ 2.09%
$51.5K - $57K
36.7K $3.35M
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
721
New
$49.4K - $54.7K
721 $65.9K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
700
+ 4.06%
$48K - $53.1K
17.9K $1.64M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
665
+ 3.64%
$45.6K - $50.5K
18.9K $1.73M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
650
+ 21.33%
$44.6K - $49.3K
3.7K $338K
Oct 30, 2023 Q3 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
637
+ 15.45%
$43.7K - $48.4K
4.76K $435K
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
625
+ 62.5%
$42.8K - $47.4K
1.63K $148K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
611
+ 1.09%
$41.9K - $46.4K
56.8K $5.18M
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
606
+ 1.06%
$41.5K - $46K
57.6K $5.27M
Nov 02, 2023 Q3 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
604
+ 18.33%
$41.4K - $45.8K
3.9K $356K
Nov 14, 2023 Q3 2023
Highland Capital Management, LLC

BUY
 -
600
+ 1.66%
$41.1K - $45.5K
36.8K $3.36M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
587
+ 3.42%
$40.2K - $44.6K
17.7K $1.62M
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
580
+ 2.82%
$39.8K - $44K
21.1K $1.93M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
576
+ 5.94%
$39.5K - $43.7K
10.3K $938K
Nov 13, 2023 Q3 2023
Fca Corp

Houston, TX
BUY
 -
573
+ 1.68%
$39.3K - $43.5K
34.8K $3.18M
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
567
+ 7.89%
$38.9K - $43K
7.75K $708K
Aug 22, 2024 Q3 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
566
+ 1.09%
$38.8K - $43K
52.7K $4.81M

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