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 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9.25K- 3.61% |
$574K - $665K
|
247K
$22.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-9.33K- 1.28% |
$579K - $671K
|
718K
$65.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.49K- 29.28% |
$589K - $683K
|
22.9K
$2.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.59K- 5.46% |
$596K - $690K
|
166K
$15.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.6K- 12.98% |
$596K - $690K
|
64.3K
$5.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
SELL
|
- |
-10.6K- 37.11% |
$658K - $762K
|
18K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.7K- 25.48% |
$666K - $772K
|
31.4K
$2.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.8K- 5.29% |
$668K - $774K
|
193K
$17.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-11.7K- 19.74% |
$725K - $839K
|
47.4K
$4.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-12.1K- 6.68% |
$750K - $868K
|
169K
$15.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-12.2K- 4.17% |
$755K - $875K
|
280K
$25.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-12.2K- 19.89% |
$757K - $877K
|
49.1K
$4.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.3K- 3.52% |
$761K - $881K
|
336K
$30.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-12.5K- 16.66% |
$779K - $902K
|
62.8K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.4K- 5.88% |
$831K - $962K
|
214K
$19.6M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-13.6K- 71.22% |
$845K - $979K
|
5.5K
$502K
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-14.6K- 15.2% |
$905K - $1.05M
|
81.3K
$7.42M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.7K- 29.89% |
$914K - $1.06M
|
34.5K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-16.1K- 5.55% |
$1M - $1.16M
|
274K
$25M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-16.1K- 0.53% |
$1M - $1.16M
|
3.03M
$277M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-16.5K- 0.47% |
$1.02M - $1.19M
|
3.53M
$322M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-17.7K- 1.6% |
$1.1M - $1.27M
|
1.09M
$99.6M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-18.4KClosed |
$1.14M - $1.32M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.1K- 12.97% |
$1.19M - $1.37M
|
128K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-19.9K- 15.75% |
$1.24M - $1.43M
|
107K
$9.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-20.7K- 50.95% |
$1.29M - $1.49M
|
20K
$1.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-21K- 46.59% |
$1.3M - $1.51M
|
24K
$2.2M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.5K- 3.39% |
$1.4M - $1.62M
|
641K
$58.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-23.3K- 7.07% |
$1.45M - $1.68M
|
307K
$28M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-23.5K- 15.83% |
$1.46M - $1.69M
|
125K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24K- 11.5% |
$1.49M - $1.72M
|
185K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-24.1K- 72.22% |
$1.5M - $1.73M
|
9.27K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-24.5K- 31.69% |
$1.52M - $1.76M
|
52.7K
$4.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-26.9KClosed |
$1.67M - $1.93M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-29.5K- 57.54% |
$1.83M - $2.12M
|
21.8K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-30.7K- 70.94% |
$1.91M - $2.21M
|
12.6K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32.1K- 2.19% |
$1.99M - $2.31M
|
1.43M
$131M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-32.3K- 9.82% |
$2M - $2.32M
|
296K
$27.1M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-33.5K- 4.26% |
$2.08M - $2.41M
|
752K
$68.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-34.3K- 3.23% |
$2.13M - $2.47M
|
1.03M
$93.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-39.3K- 13.84% |
$2.44M - $2.82M
|
245K
$22.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-42.3K- 10.73% |
$2.63M - $3.04M
|
352K
$32.2M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-44.2K- 17.64% |
$2.74M - $3.18M
|
206K
$18.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-44.6K- 24.58% |
$2.77M - $3.21M
|
137K
$12.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-45.4K- 4.48% |
$2.82M - $3.26M
|
966K
$88.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-49.1K- 2.71% |
$3.05M - $3.53M
|
1.77M
$161M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-61.7K- 4.84% |
$3.83M - $4.44M
|
1.21M
$111M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-75.8K- 78.26% |
$4.71M - $5.45M
|
21.1K
$1.92M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-77.8K- 77.98% |
$4.83M - $5.59M
|
22K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-80.8K- 6.89% |
$5.02M - $5.81M
|
1.09M
$99.7M
|