Purchases and Sales Made in Q4 2023 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 2023. 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 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
67
New
$4.34K - $5.24K
67 $6.44K
Feb 13, 2024 Q4 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
65
+ 0.07%
$4.21K - $5.09K
93.6K $8.99M
Feb 12, 2024 Q4 2023
Peterson Financial Group, Inc.

BUY
 -
65
+ 0.31%
$4.21K - $5.09K
20.9K $2.01M
Feb 13, 2024 Q4 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
65
+ 0.58%
$4.21K - $5.09K
11.3K $1.09M
Jan 12, 2024 Q4 2023
Greenhouse Wealth Management, LLC

BUY
 -
64
+ 0.91%
$4.15K - $5.01K
7.13K $685K
Jan 08, 2024 Q4 2023
Optimum Investment Advisors

BUY
 -
64
+ 1.04%
$4.15K - $5.01K
6.23K $599K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
61
New
$3.96K - $4.77K
61 $5.86K
Jan 04, 2024 Q4 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
61
+ 0.67%
$3.96K - $4.77K
9.16K $880K
Feb 13, 2024 Q4 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
61
+ 0.81%
$3.96K - $4.77K
7.6K $730K
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
BUY
 -
61
+ 3.02%
$3.96K - $4.77K
2.08K $200K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
56
New
$3.63K - $4.38K
56 $5.38K
Jan 24, 2024 Q4 2023
Amarillo National Bank

BUY
 -
53
+ 0.02%
$3.44K - $4.15K
273K $26.2M
Feb 09, 2024 Q4 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
53
+ 0.69%
$3.44K - $4.15K
7.75K $744K
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
50
+ 0.19%
$3.24K - $3.91K
27K $2.59M
Feb 05, 2024 Q4 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
49
+ 3.44%
$3.18K - $3.84K
1.47K $141K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
48
+ 0.55%
$3.11K - $3.76K
8.75K $841K
Feb 12, 2024 Q4 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
47
+ 0.38%
$3.05K - $3.68K
12.3K $1.18M
Jan 17, 2024 Q4 2023
Flagship Private Wealth, LLC

BUY
 -
46
+ 0.88%
$2.98K - $3.6K
5.25K $504K
Feb 12, 2024 Q4 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
44
+ 0.96%
$2.85K - $3.44K
4.63K $445K
Feb 13, 2024 Q4 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
44
+ 0.83%
$2.85K - $3.44K
5.36K $515K
Jan 25, 2024 Q4 2023
Tfc Financial Management

BUY
 -
42
+ 0.67%
$2.72K - $3.29K
6.29K $605K
Jan 18, 2024 Q4 2023
Caprock Group, Inc.

BUY
 -
38
+ 0.45%
$2.46K - $2.97K
8.44K $811K
Jan 24, 2024 Q4 2023
Detalus Advisors, LLC

BUY
 -
37
+ 1.11%
$2.4K - $2.9K
3.38K $325K
Feb 01, 2024 Q4 2023
Northwest Capital Management Inc

BUY
 -
37
+ 11.01%
$2.4K - $2.9K
373 $35.8K
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
35
+ 0.11%
$2.27K - $2.74K
31.4K $3.02M
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
34
+ 0.12%
$2.2K - $2.66K
27.5K $2.65M
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

BUY
 -
34
+ 0.84%
$2.2K - $2.66K
4.08K $392K
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
33
+ 0.61%
$2.14K - $2.58K
5.47K $525K
Feb 12, 2024 Q4 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
33
+ 0.04%
$2.14K - $2.58K
86.6K $8.32M
Jan 23, 2024 Q4 2023
Unionview, LLC

Seattle, WA
BUY
 -
31
+ 0.82%
$2.01K - $2.43K
3.83K $368K
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
31
New
$2.01K - $2.43K
31 $2.98K
Jan 24, 2024 Q4 2023
Narwhal Capital Management

BUY
 -
27
+ 0.26%
$1.75K - $2.11K
10.3K $987K
Feb 08, 2024 Q4 2023
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
27
+ 0.9%
$1.75K - $2.11K
3.04K $292K
Jan 25, 2024 Q4 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
26
+ 0.1%
$1.69K - $2.04K
26.3K $2.53M
Jan 24, 2024 Q4 2023
Joel Isaacson & Co., LLC

BUY
 -
26
+ 0.77%
$1.69K - $2.04K
3.4K $327K
Jan 08, 2024 Q4 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
26
+ 0.85%
$1.69K - $2.04K
3.1K $298K
Jan 17, 2024 Q4 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
24
+ 0.38%
$1.56K - $1.88K
6.41K $615K
Jan 29, 2024 Q4 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
24
+ 0.29%
$1.56K - $1.88K
8.31K $798K
Jan 02, 2024 Q4 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
24
+ 0.19%
$1.56K - $1.88K
12.7K $1.22M
Feb 13, 2024 Q4 2023
Tfg Advisers LLC

BUY
 -
23
+ 0.7%
$1.49K - $1.8K
3.29K $316K
Jan 05, 2024 Q4 2023
Harbour Capital Advisors, LLC

BUY
 -
21
+ 0.34%
$1.36K - $1.64K
6.19K $595K
Jan 26, 2024 Q4 2023
Financial Counselors Inc

BUY
 -
21
+ 0.11%
$1.36K - $1.64K
19K $1.82M
Jan 31, 2024 Q4 2023
Zhang Financial LLC

BUY
 -
20
+ 0.38%
$1.3K - $1.57K
5.24K $504K
Jan 30, 2024 Q4 2023
Aurora Private Wealth, Inc.

BUY
 -
20
+ 0.51%
$1.3K - $1.57K
3.92K $377K
Feb 06, 2024 Q4 2023
Sym Financial Corp

BUY
 -
20
+ 20.41%
$1.3K - $1.57K
118 $11.3K
Feb 02, 2024 Q4 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
19
+ 0.36%
$1.23K - $1.49K
5.28K $507K
Feb 06, 2024 Q4 2023
Tci Wealth Advisors, Inc.

BUY
 -
17
+ 0.32%
$1.1K - $1.33K
5.33K $512K
Feb 12, 2024 Q4 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
17
+ 0.16%
$1.1K - $1.33K
10.4K $1M
Feb 05, 2024 Q4 2023
Blue Chip Partners, Inc.

BUY
 -
16
+ 0.71%
$1.04K - $1.25K
2.28K $219K

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