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 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.46K- 1.91% |
$90.5K - $105K
|
74.6K
$6.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.46K- 2.77% |
$90.7K - $105K
|
51.2K
$4.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 13.67% |
$90.8K - $105K
|
9.24K
$844K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 9.45% |
$94.2K - $109K
|
14.5K
$1.33M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.52K- 6.37% |
$94.2K - $109K
|
22.3K
$2.04M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.53K- 4.94% |
$95.2K - $110K
|
29.5K
$2.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.54K- 12.5% |
$95.5K - $111K
|
10.8K
$983K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.55K- 7.47% |
$96.1K - $111K
|
19.2K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.58K- 27.06% |
$98.2K - $114K
|
4.26K
$389K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.58K- 8.57% |
$98.4K - $114K
|
16.9K
$1.54M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.61K- 10.7% |
$100K - $116K
|
13.5K
$1.23M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.65K- 2.59% |
$102K - $118K
|
61.8K
$5.65M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.68K- 5.01% |
$104K - $120K
|
31.8K
$2.9M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.7K- 9.26% |
$106K - $122K
|
16.7K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.71K- 4.39% |
$106K - $123K
|
37.3K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.72K- 1.61% |
$107K - $124K
|
105K
$9.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.75K- 1.62% |
$109K - $126K
|
106K
$9.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.78K- 0.91% |
$110K - $128K
|
194K
$17.7M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-1.83K- 1.8% |
$114K - $132K
|
99.7K
$9.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.87K- 10.58% |
$116K - $134K
|
15.8K
$1.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.89K- 13.15% |
$117K - $136K
|
12.5K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.9K- 1.95% |
$118K - $136K
|
95.7K
$8.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.92K- 7.71% |
$119K - $138K
|
22.9K
$2.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.93K- 3.63% |
$120K - $139K
|
51.3K
$4.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.94K- 0.87% |
$121K - $140K
|
221K
$20.2M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.94K- 9.05% |
$121K - $140K
|
19.5K
$1.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2K- 37.74% |
$124K - $144K
|
3.3K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.05K- 1.5% |
$127K - $147K
|
134K
$12.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.15K- 10.07% |
$133K - $155K
|
19.2K
$1.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.16K- 25.4% |
$134K - $155K
|
6.35K
$580K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.16K- 4.84% |
$134K - $155K
|
42.5K
$3.88M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.17K- 1.85% |
$135K - $156K
|
115K
$10.5M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.2K- 3.86% |
$136K - $158K
|
54.7K
$5M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.23K- 2.46% |
$139K - $160K
|
88.6K
$8.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.3K- 34.33% |
$143K - $165K
|
4.4K
$402K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.32K- 85.93% |
$144K - $167K
|
380
$34.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.33K- 24.72% |
$145K - $168K
|
7.11K
$649K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.35K- 26.01% |
$146K - $169K
|
6.69K
$611K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.36K- 1.85% |
$146K - $169K
|
125K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.38K- 3.35% |
$147K - $171K
|
68.4K
$6.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.4K- 23.11% |
$149K - $172K
|
7.98K
$729K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-2.41K- 6.84% |
$150K - $173K
|
32.8K
$3M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.41K- 2.86% |
$150K - $173K
|
81.8K
$7.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.43K- 5.8% |
$151K - $175K
|
39.5K
$3.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-2.44K- 3.6% |
$151K - $175K
|
65.3K
$5.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.44K- 5.09% |
$151K - $175K
|
45.5K
$4.16M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-2.55K- 1.25% |
$158K - $183K
|
201K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.58K- 3.6% |
$160K - $185K
|
68.9K
$6.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 18.79% |
$172K - $200K
|
12K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-2.8K- 48.4% |
$174K - $201K
|
2.98K
$272K
|