Purchases and Sales Made in Q4 2022 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 Q4 2022. 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
Jan 09, 2023 Q4 2022
Trust CO

BUY
 -
159
+ 3.73%
$9.87K - $11.4K
4.42K $404K
Feb 14, 2023 Q4 2022
Cypress Capital Group

BUY
 -
150
+ 0.47%
$9.31K - $10.8K
32K $2.92M
Feb 13, 2023 Q4 2022
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
143
+ 1.92%
$8.88K - $10.3K
7.57K $692K
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
141
+ 1.65%
$8.75K - $10.1K
8.7K $795K
Jan 17, 2023 Q4 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
135
+ 0.78%
$8.38K - $9.71K
17.4K $1.59M
Feb 06, 2023 Q4 2022
Rkl Wealth Management LLC

BUY
 -
133
+ 0.94%
$8.26K - $9.56K
14.3K $1.31M
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
133
+ 0.41%
$8.26K - $9.56K
32.2K $2.94M
Feb 06, 2023 Q4 2022
Hm Payson & CO

Portland, ME
BUY
 -
130
+ 4.29%
$8.07K - $9.35K
3.16K $289K
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
129
+ 2.04%
$8.01K - $9.27K
6.46K $590K
Feb 14, 2023 Q4 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
126
+ 0.66%
$7.82K - $9.06K
19.3K $1.76M
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
125
+ 1.46%
$7.76K - $8.99K
8.7K $795K
Feb 07, 2023 Q4 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
120
+ 0.39%
$7.45K - $8.63K
31K $2.83M
Sep 07, 2023 Q4 2022
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
113
+ 0.39%
$7.02K - $8.12K
28.8K $2.63M
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
100
New
$6.21K - $7.19K
100 $9.13K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
88
+ 0.85%
$5.46K - $6.33K
10.5K $958K
Feb 09, 2023 Q4 2022
Middleton & CO Inc

BUY
 -
85
+ 0.23%
$5.28K - $6.11K
37.5K $3.43M
Feb 14, 2023 Q4 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
83
+ 1.81%
$5.15K - $5.97K
4.68K $427K
Feb 03, 2023 Q4 2022
Curi Wealth Management, LLC

BUY
 -
81
+ 0.49%
$5.03K - $5.82K
16.7K $1.53M
Feb 14, 2023 Q4 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
81
+ 1.0%
$5.03K - $5.82K
8.17K $746K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
81
+ 5.63%
$5.03K - $5.82K
1.52K $139K
Feb 14, 2023 Q4 2022
Pacific Financial Group Inc

BUY
 -
77
+ 0.66%
$4.78K - $5.54K
11.8K $1.08M
Jan 17, 2023 Q4 2022
Veracity Capital LLC

BUY
 -
73
+ 1.24%
$4.53K - $5.25K
5.96K $544K
Jan 12, 2023 Q4 2022
First Hawaiian Bank

BUY
 -
71
+ 0.6%
$4.41K - $5.1K
11.9K $1.09M
Feb 10, 2023 Q4 2022
Anchor Capital Advisors LLC

BUY
 -
70
+ 0.22%
$4.35K - $5.03K
31.5K $2.88M
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
70
+ 0.21%
$4.35K - $5.03K
33.7K $3.08M
Jan 19, 2023 Q4 2022
Greenhouse Wealth Management, LLC

BUY
 -
69
+ 0.99%
$4.28K - $4.96K
7.02K $641K
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
61
+ 0.29%
$3.79K - $4.39K
20.9K $1.91M
Feb 16, 2023 Q4 2022
Brick & Kyle, Associates

Newtown, PA
BUY
 -
61
+ 0.22%
$3.79K - $4.39K
27.5K $2.51M
Jan 26, 2023 Q4 2022
Ballast Advisors LLC

BUY
 -
60
+ 4.29%
$3.73K - $4.31K
1.46K $133K
Feb 14, 2023 Q4 2022
Sja Financial Advisory, LLC

BUY
 -
57
+ 0.73%
$3.54K - $4.1K
7.91K $722K
Feb 13, 2023 Q4 2022
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
56
+ 0.49%
$3.48K - $4.03K
11.5K $1.05M
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
54
+ 450.0%
$3.35K - $3.88K
66 $6.03K
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
53
+ 0.57%
$3.29K - $3.81K
9.29K $848K
Jan 23, 2023 Q4 2022
Level Financial Advisors, Inc.

BUY
 -
52
New
$3.23K - $3.74K
52 $4.75K
Feb 10, 2023 Q4 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
49
+ 1.06%
$3.04K - $3.52K
4.67K $427K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
44
+ 100.0%
$2.73K - $3.16K
88 $8.04K
Jan 31, 2023 Q4 2022
Atticus Wealth Management, LLC

BUY
 -
43
+ 6.05%
$2.67K - $3.09K
754 $68.9K
Feb 08, 2023 Q4 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
41
+ 0.44%
$2.55K - $2.95K
9.45K $863K
Feb 24, 2023 Q4 2022
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
40
New
$2.48K - $2.88K
40 $3.65K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
39
+ 0.17%
$2.42K - $2.8K
22.6K $2.07M
Jan 31, 2023 Q4 2022
Ifg Advisors, LLC

BUY
 -
36
+ 0.23%
$2.24K - $2.59K
15.5K $1.41M
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

BUY
 -
36
+ 0.34%
$2.24K - $2.59K
10.6K $971K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
35
+ 0.36%
$2.17K - $2.52K
9.66K $882K
Feb 06, 2023 Q4 2022
Lutz Financial Services LLC

BUY
 -
35
+ 0.82%
$2.17K - $2.52K
4.31K $394K
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

BUY
 -
34
New
$2.11K - $2.44K
34 $3.11K
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
33
New
$2.05K - $2.37K
33 $3.01K
Feb 14, 2023 Q4 2022
Reston Wealth Management LLC

BUY
 -
32
+ 0.47%
$1.99K - $2.3K
6.84K $625K
Feb 10, 2023 Q4 2022
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
31
+ 0.09%
$1.92K - $2.23K
35.7K $3.26M
Jan 27, 2023 Q4 2022
Joel Isaacson & Co., LLC

BUY
 -
30
+ 0.87%
$1.86K - $2.16K
3.49K $319K

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