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
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
56
New
$3.63K - $4.38K
56 $5.12K
Feb 09, 2024 Q4 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
53
+ 0.69%
$3.44K - $4.15K
7.75K $708K
Jan 24, 2024 Q4 2023
Amarillo National Bank

BUY
 -
53
+ 0.02%
$3.44K - $4.15K
273K $24.9M
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
50
+ 0.19%
$3.24K - $3.91K
27K $2.47M
Feb 05, 2024 Q4 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
49
+ 3.44%
$3.18K - $3.84K
1.47K $134K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
48
+ 0.55%
$3.11K - $3.76K
8.75K $799K
Feb 12, 2024 Q4 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
47
+ 0.38%
$3.05K - $3.68K
12.3K $1.12M
Jan 17, 2024 Q4 2023
Flagship Private Wealth, LLC

BUY
 -
46
+ 0.88%
$2.98K - $3.6K
5.25K $480K
Feb 13, 2024 Q4 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
44
+ 0.83%
$2.85K - $3.44K
5.36K $490K
Feb 12, 2024 Q4 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
44
+ 0.96%
$2.85K - $3.44K
4.63K $423K
Jan 18, 2024 Q4 2023
Caprock Group, Inc.

BUY
 -
38
+ 0.45%
$2.46K - $2.97K
8.44K $771K
Jan 24, 2024 Q4 2023
Detalus Advisors, LLC

BUY
 -
37
+ 1.11%
$2.4K - $2.9K
3.38K $309K
Feb 01, 2024 Q4 2023
Northwest Capital Management Inc

BUY
 -
37
+ 11.01%
$2.4K - $2.9K
373 $34.1K
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
35
+ 0.11%
$2.27K - $2.74K
31.4K $2.87M
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

BUY
 -
34
+ 0.84%
$2.2K - $2.66K
4.08K $372K
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
34
+ 0.12%
$2.2K - $2.66K
27.5K $2.52M
Feb 12, 2024 Q4 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
33
+ 0.04%
$2.14K - $2.58K
86.6K $7.91M
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
33
+ 0.61%
$2.14K - $2.58K
5.47K $499K
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
31
New
$2.01K - $2.43K
31 $2.83K
Jan 23, 2024 Q4 2023
Unionview, LLC

Seattle, WA
BUY
 -
31
+ 0.82%
$2.01K - $2.43K
3.83K $350K
Feb 08, 2024 Q4 2023
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
27
+ 0.9%
$1.75K - $2.11K
3.04K $277K
Jan 24, 2024 Q4 2023
Narwhal Capital Management

BUY
 -
27
+ 0.26%
$1.75K - $2.11K
10.3K $938K
Jan 25, 2024 Q4 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
26
+ 0.1%
$1.69K - $2.04K
26.3K $2.41M
Jan 24, 2024 Q4 2023
Joel Isaacson & Co., LLC

BUY
 -
26
+ 0.77%
$1.69K - $2.04K
3.4K $311K
Jan 08, 2024 Q4 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
26
+ 0.85%
$1.69K - $2.04K
3.1K $283K
Jan 02, 2024 Q4 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
24
+ 0.19%
$1.56K - $1.88K
12.7K $1.16M
Jan 17, 2024 Q4 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
24
+ 0.38%
$1.56K - $1.88K
6.41K $585K
Jan 29, 2024 Q4 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
24
+ 0.29%
$1.56K - $1.88K
8.31K $759K
Feb 13, 2024 Q4 2023
Tfg Advisers LLC

BUY
 -
23
+ 0.7%
$1.49K - $1.8K
3.29K $300K
Jan 05, 2024 Q4 2023
Harbour Capital Advisors, LLC

BUY
 -
21
+ 0.34%
$1.36K - $1.64K
6.19K $565K
Jan 26, 2024 Q4 2023
Financial Counselors Inc

BUY
 -
21
+ 0.11%
$1.36K - $1.64K
19K $1.73M
Jan 31, 2024 Q4 2023
Zhang Financial LLC

BUY
 -
20
+ 0.38%
$1.3K - $1.57K
5.24K $479K
Jan 30, 2024 Q4 2023
Aurora Private Wealth, Inc.

BUY
 -
20
+ 0.51%
$1.3K - $1.57K
3.92K $358K
Feb 06, 2024 Q4 2023
Sym Financial Corp

BUY
 -
20
+ 20.41%
$1.3K - $1.57K
118 $10.8K
Feb 02, 2024 Q4 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
19
+ 0.36%
$1.23K - $1.49K
5.28K $482K
Feb 12, 2024 Q4 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
17
+ 0.16%
$1.1K - $1.33K
10.4K $950K
Feb 06, 2024 Q4 2023
Tci Wealth Advisors, Inc.

BUY
 -
17
+ 0.32%
$1.1K - $1.33K
5.33K $486K
Feb 05, 2024 Q4 2023
Blue Chip Partners, Inc.

BUY
 -
16
+ 0.71%
$1.04K - $1.25K
2.28K $209K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
16
+ 0.93%
$1.04K - $1.25K
1.73K $158K
Feb 12, 2024 Q4 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
15
+ 0.32%
$973 - $1.17K
4.74K $433K
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

BUY
 -
15
+ 0.48%
$973 - $1.17K
3.14K $287K
Feb 13, 2024 Q4 2023
Bollard Group LLC

Boston, MA
BUY
 -
13
+ 0.56%
$843 - $1.02K
2.33K $213K
Jan 22, 2024 Q4 2023
Bensler, LLC

Bellevue, WA
BUY
 -
13
+ 0.15%
$843 - $1.02K
8.9K $813K
Mar 07, 2024 Q4 2023
Objective Capital Management, LLC

BUY
 -
10
+ 0.14%
$648 - $783
7.4K $676K
Feb 09, 2024 Q4 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
10
+ 0.01%
$648 - $783
68.6K $6.27M
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
8
+ 0.38%
$519 - $626
2.12K $194K
Feb 06, 2024 Q4 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
7
+ 0.14%
$454 - $548
5.17K $472K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
6
+ 0.08%
$389 - $470
7.33K $670K
Jan 24, 2024 Q4 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
6
+ 0.4%
$389 - $470
1.52K $139K

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