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
Apr 04, 2023 Q4 2022
Baron Wealth Management LLC

Troy, MI
BUY
 -
9.07K
New
$563K - $652K
9.07K $828K
Jan 23, 2023 Q4 2022
Allspring Global Investments Holdings, LLC

BUY
 -
9.05K
+ 39.53%
$562K - $651K
32K $2.92M
Feb 13, 2023 Q4 2022
Viawealth, LLC

Overland Park, KS
BUY
 -
9.02K
New
$560K - $648K
9.02K $824K
Feb 03, 2023 Q4 2022
D.A. Davidson & Co.

BUY
 -
8.91K
+ 3.14%
$553K - $641K
293K $26.8M
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

BUY
 -
8.91K
+ 7.01%
$553K - $640K
136K $12.4M
Feb 08, 2023 Q4 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
8.9K
+ 68.06%
$553K - $640K
22K $2.01M
Feb 08, 2023 Q4 2022
Founders Financial Securities LLC

BUY
 -
8.55K
+ 53.42%
$531K - $615K
24.6K $2.24M
Feb 15, 2023 Q4 2022
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
8.49K
New
$527K - $611K
8.49K $776K
Jan 20, 2023 Q4 2022
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
8.17K
New
$507K - $587K
8.17K $746K
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
8.16K
+ 21.92%
$507K - $587K
45.4K $4.15M
Jan 25, 2023 Q4 2022
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
8.06K
New
$500K - $579K
8.06K $736K
Jan 19, 2023 Q4 2022
Gilman Hill Asset Management, LLC

BUY
 -
8.03K
+ 25.01%
$499K - $577K
40.1K $3.67M
Feb 08, 2023 Q4 2022
Anson Capital, Inc.

BUY
 -
7.9K
New
$491K - $568K
7.9K $722K
Feb 08, 2023 Q4 2022
Abbrea Capital, LLC

BUY
 -
7.75K
+ 40.69%
$481K - $557K
26.8K $2.45M
Apr 10, 2023 Q4 2022
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
7.73K
New
$480K - $556K
7.73K $706K
Feb 02, 2023 Q4 2022
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
7.65K
New
$475K - $550K
7.65K $699K
Feb 03, 2023 Q4 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
7.6K
+ 224.74%
$472K - $547K
11K $1M
Feb 07, 2023 Q4 2022
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
7.26K
New
$451K - $522K
7.26K $663K
Feb 13, 2023 Q4 2022
Cullen/Frost Bankers, Inc.

BUY
 -
7.21K
+ 28.87%
$447K - $518K
32.2K $2.94M
Feb 06, 2023 Q4 2022
Savant Capital, LLC

BUY
 -
7.15K
+ 63.48%
$444K - $514K
18.4K $1.68M
Feb 06, 2023 Q4 2022
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
7.09K
New
$440K - $510K
7.09K $648K
Feb 13, 2023 Q4 2022
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
7.08K
New
$440K - $509K
7.08K $647K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
7.07K
+ 7.11%
$439K - $508K
107K $9.73M
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
7.07K
+ 7.11%
$439K - $508K
107K $9.73M
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
6.98K
+ 10.52%
$433K - $502K
73.3K $6.7M
Feb 09, 2023 Q4 2022
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
6.79K
New
$421K - $488K
6.79K $620K
Feb 03, 2023 Q4 2022
Albion Financial Group

BUY
 -
6.76K
+ 0.74%
$419K - $486K
917K $83.7M
Feb 13, 2023 Q4 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
6.62K
New
$411K - $476K
6.62K $604K
Jan 25, 2023 Q4 2022
Calamos Wealth Management LLC

BUY
 -
6.58K
+ 33.68%
$409K - $473K
26.1K $2.39M
Feb 09, 2023 Q4 2022
Mai Capital Management

BUY
 -
6.56K
+ 2.11%
$407K - $471K
317K $29M
Jan 25, 2023 Q4 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
6.55K
+ 87.02%
$407K - $471K
14.1K $1.29M
Jan 25, 2023 Q4 2022
Wooster Corthell Wealth Management, Inc.

BUY
 -
6.54K
+ 63.13%
$406K - $470K
16.9K $1.54M
Feb 01, 2023 Q4 2022
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
6.4K
+ 55.14%
$397K - $460K
18K $1.64M
Feb 06, 2023 Q4 2022
Smith & Howard Wealth Management, LLC

BUY
 -
6.34K
+ 26.36%
$393K - $456K
30.4K $2.77M
Feb 02, 2023 Q4 2022
Carl P. Sherr & Co., LLC

BUY
 -
6.32K
+ 40.48%
$392K - $454K
21.9K $2M
Sep 04, 2024 Q4 2022
Mas Advisors LLC

Miami, FL
BUY
 -
6.31K
New
$392K - $454K
6.31K $577K
Feb 14, 2023 Q4 2022
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
6.22K
New
$386K - $447K
6.22K $568K
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
6.16K
New
$383K - $443K
6.16K $563K
Jan 20, 2023 Q4 2022
Sunburst Financial Group, LLC

BUY
 -
6.11K
+ 10.3%
$379K - $439K
65.4K $5.98M
Jan 20, 2023 Q4 2022
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
6.09K
+ 17.84%
$378K - $438K
40.2K $3.67M
Feb 14, 2023 Q4 2022
Ironwood Financial, LLC

BUY
 -
6.08K
+ 158.16%
$377K - $437K
9.92K $906K
Feb 10, 2023 Q4 2022
Clearbridge Investments, LLC

New York, NY
BUY
 -
6.03K
New
$374K - $433K
6.03K $551K
Jul 27, 2023 Q4 2022
Washington Trust CO

BUY
 -
5.69K
+ 0.56%
$353K - $409K
1.03M $93.7M
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
5.5K
+ 16.02%
$342K - $396K
39.9K $3.64M
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
5.5K
New
$341K - $395K
5.5K $502K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
5.17K
+ 140.24%
$321K - $372K
8.85K $809K
Jan 27, 2023 Q4 2022
Mv Capital Management, Inc.

BUY
 -
5.15K
+ 10.39%
$320K - $371K
54.8K $5M
Feb 06, 2023 Q4 2022
Aaf Wealth Management, LLC

BUY
 -
5.13K
+ 78.49%
$318K - $369K
11.7K $1.07M
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
5.11K
+ 71.56%
$317K - $367K
12.2K $1.12M

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