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 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
5.1KNew |
$317K - $367K
|
5.1K
$466K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.05K+ 1.16% |
$313K - $363K
|
442K
$40.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
4.96K+ 7.76% |
$308K - $357K
|
68.9K
$6.29M
|
|
|
Feb 10, 2023
Q4 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
4.95KNew |
$307K - $356K
|
4.95K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.92KNew |
$306K - $354K
|
4.92K
$450K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.92KNew |
$306K - $354K
|
4.92K
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.75KNew |
$295K - $342K
|
4.75K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.72KNew |
$293K - $340K
|
4.72K
$431K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.71KNew |
$292K - $338K
|
4.71K
$430K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.5KNew |
$279K - $324K
|
4.5K
$411K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.42KNew |
$274K - $318K
|
4.42K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.42K+ 11.73% |
$274K - $318K
|
42.1K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.39K+ 0.19% |
$273K - $316K
|
2.32M
$212M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.27K+ 2.85% |
$265K - $307K
|
154K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.21K+ 19.23% |
$261K - $302K
|
26.1K
$2.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.13K+ 65.34% |
$257K - $297K
|
10.5K
$956K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
4.13KNew |
$256K - $297K
|
4.13K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.1KNew |
$254K - $295K
|
4.1K
$374K
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
4.09KNew |
$254K - $294K
|
4.09K
$374K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4KNew |
$248K - $288K
|
4K
$365K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
3.98K+ 23.78% |
$247K - $286K
|
20.7K
$1.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.94KNew |
$245K - $283K
|
3.94K
$360K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
3.93K+ 3.76% |
$244K - $282K
|
108K
$9.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.92K+ 120.79% |
$243K - $282K
|
7.17K
$655K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.91K+ 14.4% |
$243K - $281K
|
31K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.9K+ 5.89% |
$242K - $280K
|
70.1K
$6.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.89K+ 86.42% |
$241K - $280K
|
8.39K
$766K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.87KNew |
$240K - $278K
|
3.87K
$353K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
3.86K+ 4.37% |
$240K - $278K
|
92.2K
$8.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
3.78K+ 33.75% |
$234K - $271K
|
15K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
3.75K+ 4.09% |
$233K - $270K
|
95.4K
$8.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$229K - $265K
|
3.68K
$336K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.66K+ 7.26% |
$227K - $263K
|
54.1K
$4.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.61K+ 19.14% |
$224K - $259K
|
22.5K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.58K+ 168.92% |
$222K - $257K
|
5.69K
$520K
|
|
|
Feb 13, 2023
Q4 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
3.47KNew |
$216K - $250K
|
3.47K
$317K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.3KNew |
$205K - $237K
|
3.3K
$302K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.29KNew |
$204K - $237K
|
3.29K
$301K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
3.29KNew |
$204K - $236K
|
3.29K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.24KNew |
$201K - $233K
|
3.24K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.23KNew |
$200K - $232K
|
3.23K
$295K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
3.2KNew |
$198K - $230K
|
3.2K
$292K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
3.18KNew |
$197K - $228K
|
3.18K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.13K+ 4.54% |
$194K - $225K
|
72K
$6.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
3.12KNew |
$194K - $224K
|
3.12K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.1KNew |
$192K - $223K
|
3.1K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.09KNew |
$192K - $222K
|
3.09K
$282K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
3.09KNew |
$192K - $222K
|
3.09K
$282K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.09KNew |
$192K - $222K
|
3.09K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.08KNew |
$191K - $222K
|
3.08K
$282K
|