Purchases and Sales Made in Q3 2023 in Ishares Russell Mid Cap ETF (IWR)
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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
26+ 0.78% |
$1.78K - $1.97K
|
3.34K
$305K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
26+ 0.61% |
$1.78K - $1.97K
|
4.26K
$389K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25+ 0.65% |
$1.71K - $1.9K
|
3.88K
$354K
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
24+ 0.41% |
$1.64K - $1.82K
|
5.81K
$531K
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
22+ 0.56% |
$1.51K - $1.67K
|
3.92K
$358K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
21+ 1.1% |
$1.44K - $1.59K
|
1.92K
$176K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 0.3% |
$1.37K - $1.52K
|
6.78K
$619K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
19+ 0.31% |
$1.3K - $1.44K
|
6.17K
$563K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 1.54% |
$1.1K - $1.21K
|
1.06K
$96.6K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15+ 0.19% |
$1.03K - $1.14K
|
7.84K
$716K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
15+ 0.26% |
$1.03K - $1.14K
|
5.74K
$524K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.5% |
$960 - $1.06K
|
2.81K
$257K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13New |
$891 - $987
|
13
$1.19K
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10+ 0.3% |
$685 - $759
|
3.35K
$306K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
8+ 0.17% |
$548 - $607
|
4.58K
$419K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.38% |
$548 - $607
|
2.11K
$193K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.02% |
$480 - $531
|
33.3K
$3.04M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
6+ 0.05% |
$411 - $455
|
13.2K
$1.2M
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 1.09% |
$137 - $152
|
186
$17K
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
1New |
$68.5 - $75.9
|
1
$91.3
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.03% |
$68.5 - $75.9
|
3.35K
$306K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3- 0.01% |
$206 - $228
|
45.5K
$4.16M
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4- 0.13% |
$274 - $304
|
3.14K
$287K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6- 0.13% |
$411 - $455
|
4.72K
$431K
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-10- 0.2% |
$685 - $759
|
4.89K
$447K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-11- 0.19% |
$754 - $835
|
5.64K
$515K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11- 0.07% |
$754 - $835
|
16.3K
$1.49M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13- 0.16% |
$891 - $987
|
8.11K
$741K
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-15- 0.23% |
$1.03K - $1.14K
|
6.42K
$586K
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-16- 0.06% |
$1.1K - $1.21K
|
26.3K
$2.4M
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-16- 0.07% |
$1.1K - $1.21K
|
23.5K
$2.15M
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 0.25% |
$1.23K - $1.37K
|
7.33K
$669K
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-20- 0.22% |
$1.37K - $1.52K
|
8.89K
$812K
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-20- 0.04% |
$1.37K - $1.52K
|
49.3K
$4.5M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21- 0.11% |
$1.44K - $1.59K
|
19.6K
$1.79M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-21- 0.64% |
$1.44K - $1.59K
|
3.26K
$298K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-22- 5.77% |
$1.51K - $1.67K
|
359
$32.8K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23- 0.19% |
$1.58K - $1.75K
|
11.9K
$1.09M
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-24- 0.03% |
$1.64K - $1.82K
|
87.5K
$7.99M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-28- 0.75% |
$1.92K - $2.13K
|
3.69K
$337K
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-30- 0.24% |
$2.06K - $2.28K
|
12.4K
$1.13M
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-38- 0.96% |
$2.6K - $2.88K
|
3.93K
$359K
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-40- 0.78% |
$2.74K - $3.04K
|
5.1K
$466K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40- 3.49% |
$2.74K - $3.04K
|
1.11K
$101K
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-45- 0.39% |
$3.08K - $3.42K
|
11.4K
$1.04M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-46- 0.28% |
$3.15K - $3.49K
|
16.2K
$1.48M
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-49- 0.28% |
$3.36K - $3.72K
|
17.5K
$1.6M
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-50- 0.94% |
$3.43K - $3.8K
|
5.25K
$479K
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-50- 0.34% |
$3.43K - $3.8K
|
14.6K
$1.33M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 3.14% |
$3.43K - $3.8K
|
1.54K
$141K
|