Purchases and Sales Made in Q4 2023 in Ishares Russell Mid Cap ETF (IWR)
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 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
64+ 1.04% |
$4.15K - $5.01K
|
6.23K
$552K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
64+ 0.91% |
$4.15K - $5.01K
|
7.13K
$631K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
61New |
$3.96K - $4.77K
|
61
$5.4K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
61+ 3.02% |
$3.96K - $4.77K
|
2.08K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
61+ 0.81% |
$3.96K - $4.77K
|
7.6K
$673K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
61+ 0.67% |
$3.96K - $4.77K
|
9.16K
$811K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
57+ 0.87% |
$3.7K - $4.46K
|
6.61K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
56New |
$3.63K - $4.38K
|
56
$4.96K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
53+ 0.02% |
$3.44K - $4.15K
|
273K
$24.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
53+ 0.69% |
$3.44K - $4.15K
|
7.75K
$686K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
50+ 0.19% |
$3.24K - $3.91K
|
27K
$2.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
49+ 3.44% |
$3.18K - $3.84K
|
1.47K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
48+ 0.55% |
$3.11K - $3.76K
|
8.75K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
47+ 0.38% |
$3.05K - $3.68K
|
12.3K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
46+ 0.88% |
$2.98K - $3.6K
|
5.25K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
44+ 0.83% |
$2.85K - $3.44K
|
5.36K
$475K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
44+ 0.96% |
$2.85K - $3.44K
|
4.63K
$410K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
42+ 0.67% |
$2.72K - $3.29K
|
6.29K
$557K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
38+ 0.45% |
$2.46K - $2.97K
|
8.44K
$747K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
37+ 11.01% |
$2.4K - $2.9K
|
373
$33K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
37+ 1.11% |
$2.4K - $2.9K
|
3.38K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
35+ 0.11% |
$2.27K - $2.74K
|
31.4K
$2.78M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 0.12% |
$2.2K - $2.66K
|
27.5K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
34+ 0.84% |
$2.2K - $2.66K
|
4.08K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
33+ 0.04% |
$2.14K - $2.58K
|
86.6K
$7.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 0.61% |
$2.14K - $2.58K
|
5.47K
$484K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
31New |
$2.01K - $2.43K
|
31
$2.74K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
31+ 0.82% |
$2.01K - $2.43K
|
3.83K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
27+ 0.26% |
$1.75K - $2.11K
|
10.3K
$910K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
27+ 0.9% |
$1.75K - $2.11K
|
3.04K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26+ 0.77% |
$1.69K - $2.04K
|
3.4K
$301K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.85% |
$1.69K - $2.04K
|
3.1K
$275K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
26+ 0.1% |
$1.69K - $2.04K
|
26.3K
$2.33M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
24+ 0.19% |
$1.56K - $1.88K
|
12.7K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
24+ 0.38% |
$1.56K - $1.88K
|
6.41K
$567K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
24+ 0.29% |
$1.56K - $1.88K
|
8.31K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
23+ 0.7% |
$1.49K - $1.8K
|
3.29K
$291K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
21+ 0.11% |
$1.36K - $1.64K
|
19K
$1.68M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
21+ 0.34% |
$1.36K - $1.64K
|
6.19K
$548K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
20+ 20.41% |
$1.3K - $1.57K
|
118
$10.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
20+ 0.51% |
$1.3K - $1.57K
|
3.92K
$347K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
20+ 0.38% |
$1.3K - $1.57K
|
5.24K
$464K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.36% |
$1.23K - $1.49K
|
5.28K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
17+ 0.16% |
$1.1K - $1.33K
|
10.4K
$921K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.32% |
$1.1K - $1.33K
|
5.33K
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16+ 0.71% |
$1.04K - $1.25K
|
2.28K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
16+ 0.93% |
$1.04K - $1.25K
|
1.73K
$154K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.48% |
$973 - $1.17K
|
3.14K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
15+ 0.32% |
$973 - $1.17K
|
4.74K
$420K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
13+ 0.15% |
$843 - $1.02K
|
8.9K
$788K
|