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
|
North Rock Partners, LLC
|
SELL
|
- |
-97- 2.37% |
$6.02K - $6.97K
|
3.99K
$364K
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-98- 2.36% |
$6.08K - $7.05K
|
4.06K
$371K
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 1.33% |
$6.21K - $7.19K
|
7.42K
$677K
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-100- 0.44% |
$6.21K - $7.19K
|
22.5K
$2.05M
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-100- 0.34% |
$6.21K - $7.19K
|
29.7K
$2.71M
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-105- 2.3% |
$6.52K - $7.55K
|
4.46K
$408K
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-109- 0.85% |
$6.77K - $7.84K
|
12.7K
$1.16M
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-110- 0.32% |
$6.83K - $7.91K
|
34.6K
$3.16M
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-110- 2.72% |
$6.83K - $7.91K
|
3.94K
$360K
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-110- 1.98% |
$6.83K - $7.91K
|
5.45K
$498K
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-114- 0.84% |
$7.08K - $8.2K
|
13.5K
$1.23M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-122- 2.05% |
$7.57K - $8.77K
|
5.83K
$533K
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-123- 1.65% |
$7.64K - $8.84K
|
7.33K
$670K
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-130- 0.51% |
$8.07K - $9.35K
|
25.2K
$2.3M
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-130- 4.75% |
$8.07K - $9.35K
|
2.61K
$238K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-132- 0.01% |
$8.2K - $9.49K
|
1.87M
$171M
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-133- 2.68% |
$8.26K - $9.56K
|
4.84K
$442K
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-133- 0.84% |
$8.26K - $9.56K
|
15.7K
$1.43M
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-134- 0.51% |
$8.32K - $9.63K
|
26.4K
$2.41M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-135- 3.41% |
$8.38K - $9.71K
|
3.83K
$349K
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-135- 2.33% |
$8.38K - $9.71K
|
5.67K
$518K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-136- 1.2% |
$8.44K - $9.78K
|
11.2K
$1.03M
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-140- 0.52% |
$8.69K - $10.1K
|
26.6K
$2.43M
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-140- 0.53% |
$8.69K - $10.1K
|
26.3K
$2.4M
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-145- 0.26% |
$9K - $10.4K
|
55.7K
$5.09M
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-145- 0.23% |
$9K - $10.4K
|
62.6K
$5.72M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-149- 27.8% |
$9.25K - $10.7K
|
387
$35.3K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-151- 0.89% |
$9.38K - $10.9K
|
16.8K
$1.54M
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-155- 0.09% |
$9.62K - $11.1K
|
176K
$16.1M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-160- 6.32% |
$9.93K - $11.5K
|
2.37K
$217K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-161- 1.07% |
$10K - $11.6K
|
14.9K
$1.36M
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-162- 0.42% |
$10.1K - $11.6K
|
38.7K
$3.54M
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-163- 0.35% |
$10.1K - $11.7K
|
47.1K
$4.3M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-164- 35.42% |
$10.2K - $11.8K
|
299
$27.3K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-165- 39.57% |
$10.2K - $11.9K
|
252
$23K
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-173- 0.68% |
$10.7K - $12.4K
|
25.3K
$2.31M
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-175- 1.87% |
$10.9K - $12.6K
|
9.18K
$838K
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-175- 3.35% |
$10.9K - $12.6K
|
5.05K
$461K
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-175- 38.21% |
$10.9K - $12.6K
|
283
$25.8K
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-177- 0.34% |
$11K - $12.7K
|
51.7K
$4.73M
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-179- 1.31% |
$11.1K - $12.9K
|
13.5K
$1.23M
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-180- 2.46% |
$11.2K - $12.9K
|
7.13K
$651K
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-185- 4.65% |
$11.5K - $13.3K
|
3.79K
$346K
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-190- 0.98% |
$11.8K - $13.7K
|
19.2K
$1.75M
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200- 1.09% |
$12.4K - $14.4K
|
18.2K
$1.66M
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-201- 2.95% |
$12.5K - $14.4K
|
6.61K
$604K
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-205- 2.26% |
$12.7K - $14.7K
|
8.85K
$808K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-210- 3.6% |
$13K - $15.1K
|
5.63K
$514K
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-214- 0.52% |
$13.3K - $15.4K
|
41.1K
$3.75M
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-225- 2.35% |
$14K - $16.2K
|
9.34K
$853K
|