Purchases and Sales Made in Q4 2022 in Ishares Russell Mid Cap ETF (IWR)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.02% |
$62.1 - $71.9
|
6.48K
$592K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.06% |
$62.1 - $71.9
|
1.57K
$143K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-1- 0.01% |
$62.1 - $71.9
|
10.3K
$936K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1- 0.03% |
$62.1 - $71.9
|
3.22K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2- 0.12% |
$124 - $144
|
1.67K
$152K
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
SELL
|
- |
-4- 0.04% |
$248 - $288
|
11K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 1.41% |
$248 - $288
|
280
$25.6K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-7- 0.13% |
$435 - $503
|
5.21K
$476K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-7- 3.74% |
$435 - $503
|
180
$16.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-12- 0.27% |
$745 - $863
|
4.37K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-12- 0.45% |
$745 - $863
|
2.68K
$244K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-15- 0.19% |
$931 - $1.08K
|
7.8K
$713K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.04% |
$931 - $1.08K
|
40.2K
$3.67M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-16- 0.18% |
$993 - $1.15K
|
9.07K
$828K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17- 0.66% |
$1.06K - $1.22K
|
2.56K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-17- 0.28% |
$1.06K - $1.22K
|
6.01K
$549K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-19- 0.18% |
$1.18K - $1.37K
|
10.6K
$964K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-20- 0.62% |
$1.24K - $1.44K
|
3.2K
$293K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-20- 5.67% |
$1.24K - $1.44K
|
333
$30.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-27- 0.62% |
$1.68K - $1.94K
|
4.32K
$395K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-27- 3.6% |
$1.68K - $1.94K
|
722
$65.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-30- 0.42% |
$1.86K - $2.16K
|
7.17K
$655K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-32- 0.37% |
$1.99K - $2.3K
|
8.6K
$785K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-34- 13.6% |
$2.11K - $2.44K
|
216
$19.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-41- 5.74% |
$2.55K - $2.95K
|
673
$61.5K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-43- 0.83% |
$2.67K - $3.09K
|
5.13K
$469K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-45- 0.45% |
$2.79K - $3.24K
|
9.87K
$902K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-46- 1.63% |
$2.86K - $3.31K
|
2.77K
$253K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-47- 0.22% |
$2.92K - $3.38K
|
21.3K
$1.95M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-48- 0.82% |
$2.98K - $3.45K
|
5.79K
$529K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-49- 1.02% |
$3.04K - $3.52K
|
4.74K
$433K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-56- 0.64% |
$3.48K - $4.03K
|
8.72K
$796K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-57- 0.16% |
$3.54K - $4.1K
|
36.3K
$3.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61- 1.38% |
$3.79K - $4.39K
|
4.35K
$397K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65- 3.17% |
$4.04K - $4.67K
|
1.99K
$181K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-67- 0.7% |
$4.16K - $4.82K
|
9.5K
$868K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-70- 0.06% |
$4.35K - $5.03K
|
112K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-71- 0.36% |
$4.41K - $5.1K
|
19.7K
$1.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-71- 0.31% |
$4.41K - $5.1K
|
22.8K
$2.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-74- 0.45% |
$4.59K - $5.32K
|
16.4K
$1.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-75- 0.26% |
$4.66K - $5.39K
|
28.6K
$2.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-78- 6.18% |
$4.84K - $5.61K
|
1.18K
$108K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-79- 0.34% |
$4.91K - $5.68K
|
22.9K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-80- 1.23% |
$4.97K - $5.75K
|
6.43K
$587K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-84- 1.97% |
$5.22K - $6.04K
|
4.18K
$382K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-86- 0.14% |
$5.34K - $6.18K
|
63.1K
$5.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-88- 0.24% |
$5.46K - $6.33K
|
37.1K
$3.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-88- 2.55% |
$5.46K - $6.33K
|
3.37K
$307K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-89- 0.1% |
$5.53K - $6.4K
|
90.1K
$8.23M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-91- 1.22% |
$5.65K - $6.54K
|
7.37K
$673K
|