Purchases and Sales Made in Q4 2022 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 02, 2023 Q4 2022
Sawtooth Solutions, LLC

SELL
 -
-2.81K
- 16.28%
$174K - $202K
14.4K $1.32M
Feb 23, 2023 Q4 2022
Chesapeake Wealth Management

SELL
 -
-2.81K
- 4.06%
$175K - $202K
66.4K $6.07M
Feb 28, 2023 Q4 2022
Orin Green Financial, LLC

SELL
 -
-2.95K
- 3.75%
$183K - $212K
75.8K $6.92M
Feb 06, 2023 Q4 2022
Amarillo National Bank

SELL
 -
-2.98K
- 0.94%
$185K - $214K
313K $28.6M
Feb 14, 2023 Q4 2022
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-3.19K
- 11.96%
$198K - $229K
23.5K $2.14M
Feb 13, 2023 Q4 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-3.31K
- 19.18%
$205K - $238K
13.9K $1.27M
Jan 25, 2023 Q4 2022
Lpwm LLC

Minneapolis, MN
SELL
 -
-3.36K
- 15.19%
$209K - $241K
18.8K $1.71M
Feb 09, 2023 Q4 2022
Wealthsource Partners, LLC

SELL
 -
-3.37K
- 20.78%
$209K - $242K
12.9K $1.17M
Feb 14, 2023 Q4 2022
Bristlecone Advisors, LLC

SELL
 -
-3.52K
- 1.93%
$219K - $253K
179K $16.3M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-3.6K
- 26.6%
$224K - $259K
9.94K $907K
Feb 13, 2023 Q4 2022
Haverford Trust CO

Radnor, PA
SELL
 -
-3.76K
- 6.54%
$234K - $271K
53.8K $4.91M
Jan 25, 2023 Q4 2022
Enzi Wealth

Austin, TX
SELL
 -
-3.83K
- 19.92%
$238K - $276K
15.4K $1.41M
Jul 28, 2023 Q4 2022
Passive Capital Management, Llc.

Baltimore, MD
SELL
 -
-3.87K
Closed
$240K - $278K
0 $0
Feb 14, 2023 Q4 2022
Lws Wealth Advisors, Inc.

SELL
 -
-3.95K
- 46.64%
$245K - $284K
4.52K $413K
Feb 08, 2023 Q4 2022
Sound View Wealth Advisors Group, LLC

SELL
 -
-4K
- 11.94%
$249K - $288K
29.5K $2.7M
Feb 02, 2023 Q4 2022
Bailard, Inc.

SELL
 -
-4.11K
- 2.83%
$255K - $295K
141K $12.9M
Feb 10, 2023 Q4 2022
Bison Wealth, LLC

SELL
 -
-4.13K
- 57.67%
$256K - $297K
3.03K $277K
Apr 19, 2024 Q4 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-4.18K
- 4.46%
$260K - $301K
89.6K $8.18M
Feb 14, 2023 Q4 2022
Claro Advisors LLC

Boston, MA
SELL
 -
-4.27K
- 57.6%
$265K - $307K
3.15K $287K
Feb 09, 2023 Q4 2022
Baltimore Washington Financial Advisors, Inc.

SELL
 -
-4.29K
- 2.88%
$266K - $308K
144K $13.2M
Jan 26, 2023 Q4 2022
Central Trust CO

Jefferson City, MO
SELL
 -
-4.33K
- 25.19%
$269K - $312K
12.9K $1.18M
Feb 07, 2023 Q4 2022
Dakota Wealth Management

SELL
 -
-4.42K
- 14.75%
$275K - $318K
25.6K $2.34M
Feb 10, 2023 Q4 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-4.58K
- 5.6%
$284K - $329K
77.2K $7.05M
Feb 14, 2023 Q4 2022
Nvwm, LLC

SELL
 -
-4.62K
- 14.08%
$287K - $332K
28.2K $2.58M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-4.7K
- 60.75%
$292K - $338K
3.03K $277K
Jan 25, 2023 Q4 2022
Whittier Trust CO Of Nevada Inc

SELL
 -
-4.95K
- 2.35%
$307K - $356K
206K $18.8M
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

SELL
 -
-4.97K
- 50.17%
$309K - $357K
4.94K $451K
Jan 26, 2023 Q4 2022
Steph & CO

SELL
 -
-5K
- 2.58%
$311K - $360K
189K $17.2M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-5.43K
- 48.31%
$337K - $390K
5.81K $530K
Jul 20, 2023 Q4 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-5.54K
Closed
$344K - $398K
0 $0
Feb 06, 2023 Q4 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-5.92K
- 39.22%
$368K - $426K
9.17K $838K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-6.37K
- 16.27%
$396K - $458K
32.8K $2.99M
Jan 30, 2023 Q4 2022
West Bancorporation Inc

SELL
 -
-6.54K
- 5.46%
$406K - $470K
113K $10.3M
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-6.56K
- 6.36%
$407K - $472K
96.6K $8.83M
Jan 25, 2023 Q4 2022
Pinnacle Associates LTD

SELL
 -
-6.62K
- 26.63%
$411K - $476K
18.2K $1.67M
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-6.68K
- 10.31%
$415K - $480K
58.1K $5.31M
Feb 14, 2023 Q4 2022
New Edge Wealth, LLC

Pittsburgh, PA
SELL
 -
-6.68K
- 64.58%
$415K - $480K
3.67K $335K
Feb 14, 2023 Q4 2022
London CO Of Virginia

Richmond, VA
SELL
 -
-6.7K
- 43.99%
$416K - $481K
8.53K $779K
Mar 22, 2023 Q4 2022
Campion Asset Management

SELL
 -
-6.75K
- 5.56%
$419K - $485K
115K $10.5M
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

SELL
 -
-6.89K
- 28.36%
$428K - $495K
17.4K $1.59M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

SELL
 -
-7.34K
- 3.81%
$456K - $528K
185K $16.9M
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-7.38K
- 0.82%
$458K - $530K
888K $81.1M
Jan 19, 2023 Q4 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-7.89K
- 3.17%
$490K - $567K
241K $22M
Jan 25, 2023 Q4 2022
Mycio Wealth Partners, LLC

SELL
 -
-8.03K
- 16.44%
$498K - $577K
40.8K $3.73M
Feb 06, 2023 Q4 2022
Stegner Investment Associates Inc.

SELL
 -
-8.15K
- 2.18%
$506K - $586K
367K $33.5M
Feb 09, 2023 Q4 2022
Shelton Wealth Management, LLC

SELL
 -
-8.24K
- 5.18%
$511K - $592K
151K $13.8M
Jan 18, 2023 Q4 2022
Winthrop Advisory Group LLC

SELL
 -
-8.28K
- 44.48%
$514K - $595K
10.3K $944K
Feb 09, 2023 Q4 2022
Atlantic Union Bankshares Corp

SELL
 -
-8.3K
- 0.87%
$515K - $597K
948K $86.6M
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-8.58K
- 2.85%
$533K - $617K
292K $26.7M

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