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 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
5+ 0.05% |
$324 - $391
|
9.93K
$907K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5+ 0.07% |
$324 - $391
|
7.65K
$699K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5+ 0.13% |
$324 - $391
|
3.88K
$355K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.87% |
$259 - $313
|
462
$42.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
4+ 4.26% |
$259 - $313
|
98
$8.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3+ 0.04% |
$195 - $235
|
7.1K
$648K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3+ 0.04% |
$195 - $235
|
7.89K
$721K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3+ 0.01% |
$195 - $235
|
52.7K
$4.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.05% |
$195 - $235
|
6.63K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.9% |
$195 - $235
|
335
$30.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.04% |
$195 - $235
|
7.41K
$677K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
3+ 0.04% |
$195 - $235
|
7.19K
$656K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3+ 0.01% |
$195 - $235
|
52.7K
$4.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2+ 0.02% |
$130 - $157
|
11.1K
$1.01M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2New |
$130 - $157
|
2
$183
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
2+ 0.06% |
$130 - $157
|
3.56K
$325K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.44% |
$130 - $157
|
456
$41.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.01% |
$130 - $157
|
23.2K
$2.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.16% |
$64.8 - $78.3
|
614
$56.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.04% |
$64.8 - $78.3
|
2.54K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.54% |
$64.8 - $78.3
|
187
$17.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$64.8 - $78.3
|
3.35K
$306K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$64.8 - $78.3
|
1
$91.3
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.66% |
$64.8 - $78.3
|
153
$14K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1- -0.0% |
$64.8 - $78.3
|
63.8K
$5.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1- 0.02% |
$64.8 - $78.3
|
5.49K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3Closed |
$195 - $235
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3- 2.5% |
$195 - $235
|
117
$10.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 0.1% |
$324 - $391
|
5.21K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8- 0.17% |
$519 - $626
|
4.57K
$418K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-10- 1.73% |
$648 - $783
|
568
$51.9K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12- 1.57% |
$778 - $939
|
754
$68.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-12- 0.24% |
$778 - $939
|
4.9K
$447K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-13- 0.14% |
$843 - $1.02K
|
9.14K
$834K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13- 0.16% |
$843 - $1.02K
|
8.1K
$739K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-15- 0.14% |
$973 - $1.17K
|
10.6K
$965K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-20- 0.13% |
$1.3K - $1.57K
|
15.8K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-20- 0.13% |
$1.3K - $1.57K
|
15.8K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-21- 0.23% |
$1.36K - $1.64K
|
9.23K
$843K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-22- 0.04% |
$1.43K - $1.72K
|
62.4K
$5.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-23- 0.23% |
$1.49K - $1.8K
|
10.2K
$928K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-24- 0.79% |
$1.56K - $1.88K
|
3.03K
$277K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 0.44% |
$1.62K - $1.96K
|
5.61K
$513K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-26- 0.47% |
$1.69K - $2.04K
|
5.53K
$505K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-26- 0.61% |
$1.69K - $2.04K
|
4.24K
$387K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-27- 0.25% |
$1.75K - $2.11K
|
10.6K
$967K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-27- 0.31% |
$1.75K - $2.11K
|
8.66K
$791K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-27- 0.32% |
$1.75K - $2.11K
|
8.43K
$770K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-30- 0.34% |
$1.95K - $2.35K
|
8.74K
$798K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-30- 0.34% |
$1.95K - $2.35K
|
8.77K
$801K
|