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 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-689- 18.33% |
$42.8K - $49.5K
|
3.07K
$280K
|
|
|
Feb 09, 2023
Q4 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-695- 4.19% |
$43.2K - $50K
|
15.9K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-715- 6.35% |
$44.4K - $51.4K
|
10.5K
$963K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-719- 13.38% |
$44.6K - $51.7K
|
4.65K
$425K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-738- 18.36% |
$45.8K - $53.1K
|
3.28K
$300K
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-740- 1.37% |
$45.9K - $53.2K
|
53.3K
$4.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-748- 8.08% |
$46.4K - $53.8K
|
8.51K
$777K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-750- 4.07% |
$46.6K - $53.9K
|
17.7K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-765- 2.0% |
$47.5K - $55K
|
37.4K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-767- 18.07% |
$47.6K - $55.1K
|
3.48K
$318K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-800- 17.58% |
$49.7K - $57.5K
|
3.75K
$343K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-823- 0.2% |
$51.1K - $59.2K
|
405K
$36.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-836- 14.18% |
$51.9K - $60.1K
|
5.06K
$462K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-837- 56.4% |
$52K - $60.2K
|
647
$59.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-849- 6.36% |
$52.7K - $61K
|
12.5K
$1.14M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-849- 6.36% |
$52.7K - $61K
|
12.5K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-850- 1.53% |
$52.8K - $61.1K
|
54.7K
$5M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-855- 0.3% |
$53.1K - $61.5K
|
288K
$26.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-857- 15.37% |
$53.2K - $61.6K
|
4.72K
$431K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-874- 1.4% |
$54.3K - $62.8K
|
61.5K
$5.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-877- 1.49% |
$54.5K - $63K
|
57.8K
$5.28M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-878- 77.22% |
$54.5K - $63.1K
|
259
$23.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-883- 3.39% |
$54.8K - $63.5K
|
25.1K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-885- 20.53% |
$54.9K - $63.6K
|
3.43K
$313K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-892- 22.34% |
$55.4K - $64.1K
|
3.1K
$283K
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-917- 7.75% |
$56.9K - $65.9K
|
10.9K
$997K
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-927- 1.85% |
$57.6K - $66.6K
|
49.2K
$4.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-929- 16.67% |
$57.7K - $66.8K
|
4.64K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-930- 46.9% |
$57.7K - $66.9K
|
1.05K
$96.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-969- 21.4% |
$60.2K - $69.7K
|
3.56K
$325K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-994- 5.21% |
$61.7K - $71.5K
|
18.1K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1K- 8.58% |
$62.1K - $71.9K
|
10.7K
$973K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.03K- 3.87% |
$63.6K - $73.7K
|
25.5K
$2.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.03K- 5.1% |
$63.9K - $74K
|
19.1K
$1.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.06K- 2.36% |
$65.8K - $76.2K
|
43.8K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.06K- 1.66% |
$65.9K - $76.3K
|
63K
$5.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.08K- 8.88% |
$66.9K - $77.5K
|
11.1K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-1.09K- 13.3% |
$67.8K - $78.5K
|
7.12K
$650K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1.15K- 22.54% |
$71.4K - $82.7K
|
3.95K
$361K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.2K- 6.33% |
$74.5K - $86.3K
|
17.8K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.22K- 21.77% |
$75.4K - $87.3K
|
4.37K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.25K- 5.98% |
$77.6K - $89.8K
|
19.7K
$1.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.27K- 26.68% |
$78.5K - $90.9K
|
3.48K
$317K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.27K- 4.82% |
$78.7K - $91.1K
|
25K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.28K- 1.45% |
$79.7K - $92.3K
|
87.6K
$8M
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 1.15% |
$81.2K - $94K
|
113K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.34K- 0.84% |
$83.3K - $96.5K
|
158K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.36K- 3.35% |
$84.6K - $97.9K
|
39.3K
$3.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-1.37K- 1.87% |
$85.1K - $98.5K
|
72K
$6.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.44K- 7.56% |
$89.3K - $103K
|
17.6K
$1.61M
|