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 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
47K
+ 0.67%
$2.92M - $3.38M
7.08M $647M
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
45.9K
+ 2.26%
$2.85M - $3.3M
2.08M $190M
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
45.6K
+ 15.76%
$2.83M - $3.28M
335K $30.6M
Jan 10, 2023 Q4 2022
Umb Bank, N.A.

BUY
 -
45.1K
+ 9.36%
$2.8M - $3.24M
527K $48.2M
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
44.3K
+ 9.1%
$2.75M - $3.18M
530K $48.4M
Jan 31, 2023 Q4 2022
Dt Investment Partners, LLC

BUY
 -
43.8K
+ 14.35%
$2.72M - $3.15M
349K $31.9M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
43.7K
+ 4.73%
$2.71M - $3.14M
968K $88.4M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
43.1K
+ 1.71%
$2.67M - $3.1M
2.57M $235M
Feb 02, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
42K
+ 428.19%
$2.6M - $3.02M
51.8K $4.73M
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
41.5K
+ 7.07%
$2.58M - $2.98M
629K $57.5M
Feb 14, 2023 Q4 2022
Earnest Partners LLC

Atlanta, GA
BUY
 -
38.5K
+ 150.53%
$2.39M - $2.77M
64.1K $5.85M
Feb 01, 2023 Q4 2022
Mastrapasqua Asset Management Inc

BUY
 -
37.5K
New
$2.33M - $2.69M
37.5K $3.42M
May 01, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
36.5K
New
$2.27M - $2.63M
36.5K $3.34M
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
34.9K
+ 14.48%
$2.16M - $2.51M
276K $25.2M
Jan 27, 2023 Q4 2022
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
34.5K
New
$2.14M - $2.48M
34.5K $3.16M
Feb 10, 2023 Q4 2022
First Western Trust Bank

Denver, CO
BUY
 -
34.1K
+ 3.06%
$2.12M - $2.45M
1.15M $105M
Feb 24, 2023 Q4 2022
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
33.2K
New
$2.06M - $2.39M
33.2K $3.04M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
32.1K
+ 3.68%
$1.99M - $2.31M
906K $82.8M
Feb 07, 2023 Q4 2022
Beck Bode, LLC

BUY
 -
31K
New
$1.93M - $2.23M
31K $2.84M
Aug 16, 2024 Q4 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
30.9K
+ 70.72%
$1.92M - $2.22M
74.6K $6.81M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
30K
+ 4.74%
$1.86M - $2.15M
661K $60.4M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
28.9K
+ 5.08%
$1.79M - $2.08M
598K $54.6M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
27.9K
+ 27.64%
$1.73M - $2.01M
129K $11.8M
Feb 09, 2023 Q4 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
27.5K
+ 607.65%
$1.71M - $1.97M
32K $2.92M
Feb 17, 2023 Q4 2022
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
27.4K
New
$1.7M - $1.97M
27.4K $2.5M
Jan 31, 2023 Q4 2022
Keybank National Association

BUY
 -
26.6K
+ 1.37%
$1.65M - $1.92M
1.97M $180M
Feb 16, 2023 Q4 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
26.6K
+ 144.36%
$1.65M - $1.91M
45.1K $4.12M
Feb 03, 2023 Q4 2022
9258 Wealth Management, LLC

BUY
 -
25.8K
+ 36.52%
$1.6M - $1.86M
96.6K $8.82M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
25.7K
+ 2.59%
$1.59M - $1.85M
1.02M $92.7M
Apr 03, 2023 Q4 2022
Legacy Trust

Grand Rapids, MI
BUY
 -
24.8K
New
$1.54M - $1.78M
24.8K $2.27M
Feb 10, 2023 Q4 2022
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
24.7K
+ 9.89%
$1.53M - $1.78M
275K $25.1M
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
24.6K
+ 231.55%
$1.53M - $1.77M
35.2K $3.22M
Feb 16, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
24.5K
+ 1548.36%
$1.52M - $1.76M
26.1K $2.38M
Jun 01, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
24.4K
+ 1.07%
$1.52M - $1.76M
2.32M $212M
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
24.4K
+ 32.49%
$1.51M - $1.75M
99.4K $9.08M
Feb 03, 2023 Q4 2022
Sepio Capital, LP

BUY
 -
24.3K
New
$1.51M - $1.75M
24.3K $2.22M
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
23.3K
New
$1.45M - $1.68M
23.3K $2.13M
Jan 11, 2023 Q4 2022
Financial Consulate, Inc

BUY
 -
23.3K
New
$1.44M - $1.67M
23.3K $2.12M
Jan 20, 2023 Q4 2022
Summit Financial Strategies, Inc.

BUY
 -
23.1K
+ 393.27%
$1.44M - $1.66M
29K $2.65M
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
22.3K
New
$1.38M - $1.6M
22.3K $2.03M
Jan 26, 2023 Q4 2022
Comerica Bank

BUY
 -
21.8K
+ 8.54%
$1.36M - $1.57M
278K $25.4M
Feb 16, 2023 Q4 2022
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
21.8K
New
$1.35M - $1.57M
21.8K $1.99M
Jan 19, 2023 Q4 2022
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
21.3K
New
$1.32M - $1.53M
21.3K $1.95M
Jan 05, 2023 Q4 2022
Fulton Bank, N.A.

BUY
 -
20.8K
+ 25.46%
$1.29M - $1.49M
102K $9.35M
Jan 27, 2023 Q4 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
20.6K
+ 4.82%
$1.28M - $1.48M
448K $40.9M
Jan 20, 2023 Q4 2022
Davenport & CO LLC

BUY
 -
19.6K
+ 141.95%
$1.22M - $1.41M
33.4K $3.05M
Jan 23, 2023 Q4 2022
Resonant Capital Advisors, LLC

BUY
 -
18.5K
+ 204.47%
$1.15M - $1.33M
27.5K $2.51M
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
18.5K
+ 0.1%
$1.15M - $1.33M
19M $1.74B
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

BUY
 -
18.2K
New
$1.13M - $1.31M
18.2K $1.66M

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