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 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
18K+ 4.62% |
$1.12M - $1.3M
|
409K
$37.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
18K+ 1.21% |
$1.12M - $1.29M
|
1.5M
$137M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
17.8KNew |
$1.1M - $1.28M
|
17.8K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
17.8K+ 116.17% |
$1.1M - $1.28M
|
33.1K
$3.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
17.8KNew |
$1.1M - $1.28M
|
17.8K
$1.62M
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
17.6KNew |
$1.09M - $1.27M
|
17.6K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17KNew |
$1.05M - $1.22M
|
17K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
16.9K+ 6.88% |
$1.05M - $1.22M
|
263K
$24M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
16.9KNew |
$1.05M - $1.22M
|
16.9K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.8KNew |
$1.04M - $1.21M
|
16.8K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16.3KNew |
$1.01M - $1.18M
|
16.3K
$1.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
15.9KNew |
$985K - $1.14M
|
15.9K
$1.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15.8KNew |
$980K - $1.13M
|
15.8K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.2K+ 81.45% |
$946K - $1.1M
|
33.9K
$3.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
14.6K+ 5.39% |
$908K - $1.05M
|
286K
$26.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
14.5KNew |
$899K - $1.04M
|
14.5K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.4K+ 0.08% |
$893K - $1.03M
|
18.4M
$1.68B
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.3K+ 12513.16% |
$886K - $1.03M
|
14.4K
$1.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
14.1K+ 54.45% |
$877K - $1.02M
|
40.1K
$3.66M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
14.1K+ 168.54% |
$874K - $1.01M
|
22.4K
$2.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
13.8K+ 2.0% |
$854K - $989K
|
701K
$64.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
13.7KNew |
$851K - $985K
|
13.7K
$1.25M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.5K+ 3.06% |
$839K - $971K
|
455K
$41.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
13.4K+ 12.33% |
$834K - $965K
|
122K
$11.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
13.4K+ 98.45% |
$830K - $961K
|
26.9K
$2.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
13.1K+ 6.03% |
$814K - $942K
|
230K
$21M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
12.8KNew |
$797K - $922K
|
12.8K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.7KNew |
$789K - $913K
|
12.7K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.7K+ 66.99% |
$788K - $913K
|
31.7K
$2.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.5K+ 33.54% |
$773K - $895K
|
49.6K
$4.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
11.6K+ 16.79% |
$721K - $834K
|
80.7K
$7.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.4K+ 139.92% |
$707K - $819K
|
19.5K
$1.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
11.3K+ 20.19% |
$704K - $815K
|
67.5K
$6.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
11.3K+ 12.08% |
$703K - $814K
|
105K
$9.59M
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
11.3K+ 3.08% |
$699K - $809K
|
377K
$34.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 62.45% |
$695K - $805K
|
29.1K
$2.66M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.1KNew |
$690K - $799K
|
11.1K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.9K+ 0.87% |
$676K - $783K
|
1.27M
$116M
|
|
|
Feb 15, 2023
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.6K+ 4.13% |
$658K - $762K
|
267K
$24.4M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.6K+ 4.13% |
$658K - $762K
|
267K
$24.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10.6K+ 193.57% |
$658K - $762K
|
16.1K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
10.4K+ 142.28% |
$644K - $746K
|
17.7K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.4K+ 17.75% |
$643K - $744K
|
68.7K
$6.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
10.3KNew |
$641K - $742K
|
10.3K
$942K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
10.1KNew |
$627K - $725K
|
10.1K
$922K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.94KNew |
$617K - $714K
|
9.94K
$908K
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
9.71K+ 159.99% |
$603K - $698K
|
15.8K
$1.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
9.66K+ 88.02% |
$600K - $694K
|
20.6K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.21K+ 2841.67% |
$572K - $662K
|
9.53K
$871K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
9.11KNew |
$566K - $655K
|
9.11K
$832K
|