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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-228- 0.32% |
$14.2K - $16.4K
|
70.9K
$6.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-229- 1.27% |
$14.2K - $16.5K
|
17.7K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-230- 3.55% |
$14.3K - $16.5K
|
6.25K
$571K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-236- 5.0% |
$14.7K - $17K
|
4.48K
$409K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-247- 5.34% |
$15.3K - $17.8K
|
4.38K
$400K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-269- 7.33% |
$16.7K - $19.3K
|
3.4K
$311K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-269- 7.33% |
$16.7K - $19.3K
|
3.4K
$311K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-271- 0.8% |
$16.8K - $19.5K
|
33.8K
$3.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-272- 4.71% |
$16.9K - $19.6K
|
5.51K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-276- 1.26% |
$17.1K - $19.8K
|
21.7K
$1.98M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-278- 0.63% |
$17.3K - $20K
|
43.7K
$3.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-283- 6.36% |
$17.6K - $20.3K
|
4.17K
$381K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-291- 3.34% |
$18.1K - $20.9K
|
8.42K
$769K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-291- 0.9% |
$18.1K - $20.9K
|
32K
$2.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-298- 1.37% |
$18.5K - $21.4K
|
21.4K
$1.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-305- 1.62% |
$18.9K - $21.9K
|
18.5K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-308- 1.16% |
$19.1K - $22.1K
|
26.4K
$2.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-318- 3.84% |
$19.7K - $22.9K
|
7.96K
$727K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-325- 1.55% |
$20.2K - $23.4K
|
20.6K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-330- 2.33% |
$20.5K - $23.7K
|
13.9K
$1.27M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-330- 2.28% |
$20.5K - $23.7K
|
14.1K
$1.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-354- 7.12% |
$22K - $25.4K
|
4.62K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-363- 2.37% |
$22.5K - $26.1K
|
15K
$1.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-374- 1.73% |
$23.2K - $26.9K
|
21.2K
$1.94M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-375- 3.85% |
$23.3K - $27K
|
9.37K
$856K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-380- 2.77% |
$23.6K - $27.3K
|
13.3K
$1.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-382- 1.27% |
$23.7K - $27.5K
|
29.7K
$2.71M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-395- 2.79% |
$24.5K - $28.4K
|
13.8K
$1.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-400- 6.98% |
$24.8K - $28.8K
|
5.33K
$487K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-408- 1.32% |
$25.3K - $29.3K
|
30.5K
$2.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-410- 10.23% |
$25.5K - $29.5K
|
3.6K
$329K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-422- 6.4% |
$26.2K - $30.3K
|
6.17K
$564K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-437- 6.89% |
$27.1K - $31.4K
|
5.9K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-440- 0.64% |
$27.3K - $31.6K
|
67.9K
$6.2M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-445- 0.46% |
$27.6K - $32K
|
96.2K
$8.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-457- 15.45% |
$28.4K - $32.9K
|
2.5K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-497- 20.72% |
$30.9K - $35.7K
|
1.9K
$174K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-500- 4.59% |
$31K - $35.9K
|
10.4K
$949K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-503- 7.32% |
$31.2K - $36.2K
|
6.37K
$582K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-535- 1.8% |
$33.2K - $38.5K
|
29.2K
$2.67M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-538- 0.28% |
$33.4K - $38.7K
|
191K
$17.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-544- 3.87% |
$33.8K - $39.1K
|
13.5K
$1.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-555- 2.12% |
$34.5K - $39.9K
|
25.6K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-579- 6.33% |
$36K - $41.6K
|
8.56K
$782K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-595- 2.36% |
$36.9K - $42.8K
|
24.7K
$2.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-600- 1.54% |
$37.3K - $43.1K
|
38.5K
$3.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-604- 37.94% |
$37.5K - $43.4K
|
988
$90.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-607- 8.44% |
$37.7K - $43.6K
|
6.59K
$602K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-649- 7.18% |
$40.3K - $46.7K
|
8.39K
$766K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-683- 0.72% |
$42.4K - $49.1K
|
93.6K
$8.55M
|