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 09, 2023 Q3 2023
Moser Wealth Advisors, LLC

BUY
 -
209
+ 0.19%
$14.3K - $15.9K
109K $9.96M
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
205
+ 0.9%
$14.1K - $15.6K
23.1K $2.11M
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
200
+ 3.09%
$13.7K - $15.2K
6.68K $610K
Oct 13, 2023 Q3 2023
Gilman Hill Asset Management, LLC

BUY
 -
200
+ 0.5%
$13.7K - $15.2K
40K $3.65M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
200
New
$13.7K - $15.2K
200 $18.3K
Oct 17, 2023 Q3 2023
Summit Financial Group, Inc.

BUY
 -
179
+ 0.44%
$12.3K - $13.6K
40.8K $3.73M
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
167
+ 24.13%
$11.4K - $12.7K
859 $78.5K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
165
+ 4.94%
$11.3K - $12.5K
3.5K $320K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
152
New
$10.4K - $11.5K
152 $13.9K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
147
+ 0.54%
$10.1K - $11.2K
27.5K $2.51M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
141
+ 1.39%
$9.66K - $10.7K
10.2K $936K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
139
+ 0.06%
$9.53K - $10.6K
242K $22.1M
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
139
New
$9.53K - $10.6K
139 $12.7K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
137
+ 1.57%
$9.39K - $10.4K
8.84K $807K
Nov 15, 2023 Q3 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
130
+ 1.24%
$8.91K - $9.87K
10.6K $970K
Oct 10, 2023 Q3 2023
First Hawaiian Bank

BUY
 -
130
+ 1.09%
$8.91K - $9.87K
12K $1.1M
Oct 05, 2023 Q3 2023
Mc Naughton Wealth Management, LLC

BUY
 -
129
+ 1.54%
$8.84K - $9.79K
8.5K $776K
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
127
+ 3.44%
$8.7K - $9.64K
3.82K $349K
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
122
+ 2.02%
$8.36K - $9.26K
6.17K $563K
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
117
+ 2.29%
$8.02K - $8.88K
5.24K $478K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
114
+ 1.82%
$7.81K - $8.65K
6.39K $584K
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
113
+ 2.25%
$7.75K - $8.58K
5.13K $468K
Oct 27, 2023 Q3 2023
Lee Danner & Bass Inc

BUY
 -
110
+ 1.61%
$7.54K - $8.35K
6.93K $633K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
102
+ 1.45%
$6.99K - $7.74K
7.14K $652K
Nov 03, 2023 Q3 2023
Dover Advisors, LLC

Richmond, VA
BUY
 -
101
+ 1.66%
$6.92K - $7.67K
6.2K $566K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
100
+ 4.35%
$6.85K - $7.59K
2.4K $219K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
98
+ 0.31%
$6.72K - $7.44K
32K $2.93M
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
94
+ 1.17%
$6.44K - $7.14K
8.15K $744K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
93
+ 13.82%
$6.37K - $7.06K
766 $70K
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
91
+ 0.51%
$6.24K - $6.91K
18K $1.65M
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
89
+ 0.8%
$6.1K - $6.76K
11.3K $1.03M
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
88
+ 48.35%
$6.03K - $6.68K
270 $24.7K
Nov 13, 2023 Q3 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
77
+ 0.63%
$5.28K - $5.85K
12.3K $1.13M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
77
+ 2.92%
$5.28K - $5.85K
2.71K $248K
Nov 09, 2023 Q3 2023
Anchor Capital Advisors LLC

BUY
 -
75
+ 0.24%
$5.14K - $5.69K
31.5K $2.88M
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
68
+ 1.36%
$4.66K - $5.16K
5.07K $463K
Oct 31, 2023 Q3 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
61
+ 184.85%
$4.18K - $4.63K
94 $8.59K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
60
+ 40.54%
$4.11K - $4.55K
208 $19K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
57
+ 1.5%
$3.91K - $4.33K
3.86K $352K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
56
+ 1.82%
$3.84K - $4.25K
3.14K $287K
Oct 10, 2023 Q3 2023
Next Level Private LLC

Harrison, NY
BUY
 -
40
+ 0.46%
$2.74K - $3.04K
8.69K $794K
Oct 26, 2023 Q3 2023
Osborne Partners Capital Management, LLC

BUY
 -
40
+ 0.71%
$2.74K - $3.04K
5.64K $515K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
36
+ 0.19%
$2.47K - $2.73K
19.3K $1.76M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
34
+ 53.13%
$2.33K - $2.58K
98 $8.95K
Nov 14, 2023 Q3 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
31
+ 0.87%
$2.12K - $2.35K
3.6K $329K
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
29
+ 0.18%
$1.99K - $2.2K
16.5K $1.51M
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

BUY
 -
28
+ 0.82%
$1.92K - $2.13K
3.44K $314K
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
28
+ 0.26%
$1.92K - $2.13K
10.8K $989K
Oct 20, 2023 Q3 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
27
+ 0.1%
$1.85K - $2.05K
26.3K $2.4M

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