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 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
385+ 1.97% |
$23.9K - $27.7K
|
20K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
382+ 1005.26% |
$23.7K - $27.5K
|
420
$38.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
381+ 99.74% |
$23.7K - $27.4K
|
763
$69.7K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
380New |
$23.6K - $27.3K
|
380
$34.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
378+ 6.58% |
$23.5K - $27.2K
|
6.12K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
373+ 0.93% |
$23.2K - $26.8K
|
40.5K
$3.7M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
366+ 136.06% |
$22.7K - $26.3K
|
635
$58K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
366+ 136.06% |
$22.7K - $26.3K
|
635
$58K
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
365+ 9.13% |
$22.7K - $26.2K
|
4.37K
$399K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
364+ 10.61% |
$22.6K - $26.2K
|
3.8K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
359+ 23.37% |
$22.3K - $25.8K
|
1.9K
$173K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
351+ 2.26% |
$21.8K - $25.2K
|
15.9K
$1.45M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
348New |
$21.6K - $25K
|
348
$31.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
345+ 7.76% |
$21.4K - $24.8K
|
4.79K
$438K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
335+ 4.3% |
$20.8K - $24.1K
|
8.13K
$742K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
330New |
$20.5K - $23.7K
|
330
$30.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
323+ 5.59% |
$20.1K - $23.2K
|
6.11K
$558K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
322+ 0.37% |
$20K - $23.1K
|
86.8K
$7.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
312+ 7.44% |
$19.4K - $22.4K
|
4.51K
$412K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
302+ 2.85% |
$18.8K - $21.7K
|
10.9K
$997K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
296+ 27.9% |
$18.4K - $21.3K
|
1.36K
$124K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
270New |
$16.8K - $19.4K
|
270
$24.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
267New |
$16.6K - $19.2K
|
267
$24.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
265+ 1.78% |
$16.5K - $19.1K
|
15.2K
$1.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
244+ 7.18% |
$15.1K - $17.5K
|
3.64K
$333K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
230+ 3.68% |
$14.3K - $16.5K
|
6.48K
$592K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
226+ 0.47% |
$14K - $16.2K
|
47.9K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
225+ 0.61% |
$14K - $16.2K
|
37.2K
$3.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
224+ 0.11% |
$13.9K - $16.1K
|
196K
$17.9M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
223New |
$13.8K - $16K
|
223
$20.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
219+ 0.75% |
$13.6K - $15.7K
|
29.4K
$2.68M
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
BUY
|
- |
211+ 14.66% |
$13.1K - $15.2K
|
1.65K
$151K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
208+ 0.77% |
$12.9K - $15K
|
27.3K
$2.49M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 1.31% |
$12.4K - $14.4K
|
15.5K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 1.31% |
$12.4K - $14.4K
|
15.5K
$1.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
200+ 1.01% |
$12.4K - $14.4K
|
20K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
198+ 11.79% |
$12.3K - $14.2K
|
1.88K
$172K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
196New |
$12.2K - $14.1K
|
196
$17.9K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
196New |
$12.2K - $14.1K
|
196
$17.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
192+ 1.67% |
$11.9K - $13.8K
|
11.7K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
190+ 0.32% |
$11.8K - $13.7K
|
58.7K
$5.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
BUY
|
- |
187+ 2.17% |
$11.6K - $13.4K
|
8.81K
$804K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
183+ 5.09% |
$11.4K - $13.2K
|
3.78K
$345K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
181+ 0.81% |
$11.2K - $13K
|
22.4K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
180+ 4.82% |
$11.2K - $12.9K
|
3.91K
$357K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
177+ 2.49% |
$11K - $12.7K
|
7.28K
$665K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
177+ 1.1% |
$11K - $12.7K
|
16.2K
$1.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
171+ 1.9% |
$10.6K - $12.3K
|
9.15K
$836K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
164+ 1.67% |
$10.2K - $11.8K
|
9.96K
$910K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
159New |
$9.87K - $11.4K
|
159
$14.5K
|