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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-358- 1.48% |
$23.2K - $28K
|
23.9K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-362- 58.48% |
$23.5K - $28.3K
|
257
$23.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-364- 1.85% |
$23.6K - $28.5K
|
19.3K
$1.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-367- 1.36% |
$23.8K - $28.7K
|
26.6K
$2.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-381- 0.51% |
$24.7K - $29.8K
|
73.6K
$6.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-385- 22.33% |
$25K - $30.1K
|
1.34K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-392- 3.99% |
$25.4K - $30.7K
|
9.42K
$861K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-392- 3.82% |
$25.4K - $30.7K
|
9.86K
$900K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-400- 1.42% |
$25.9K - $31.3K
|
27.8K
$2.54M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-400- 1.55% |
$25.9K - $31.3K
|
25.4K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-400- 27.64% |
$25.9K - $31.3K
|
1.05K
$95.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-421- 2.76% |
$27.3K - $33K
|
14.8K
$1.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-438- 4.91% |
$28.4K - $34.3K
|
8.48K
$774K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-461- 6.02% |
$29.9K - $36.1K
|
7.19K
$657K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-465- 1.8% |
$30.2K - $36.4K
|
25.4K
$2.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-490- 4.84% |
$31.8K - $38.4K
|
9.63K
$880K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-492- 5.86% |
$31.9K - $38.5K
|
7.91K
$722K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-494- 3.53% |
$32K - $38.7K
|
13.5K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-500- 15.93% |
$32.4K - $39.1K
|
2.64K
$241K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-505- 0.06% |
$32.7K - $39.5K
|
806K
$73.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-508- 12.02% |
$32.9K - $39.8K
|
3.72K
$340K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-511- 19.62% |
$33.1K - $40K
|
2.09K
$191K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-519- 7.47% |
$33.7K - $40.6K
|
6.43K
$587K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-523- 4.82% |
$33.9K - $40.9K
|
10.3K
$943K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-528- 11.48% |
$34.2K - $41.3K
|
4.07K
$372K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-542- 0.45% |
$35.1K - $42.4K
|
120K
$11M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-559- 20.7% |
$36.2K - $43.8K
|
2.14K
$196K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-568- 5.77% |
$36.8K - $44.5K
|
9.28K
$847K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-578- 1.79% |
$37.5K - $45.2K
|
31.7K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-598- 12.67% |
$38.8K - $46.8K
|
4.12K
$377K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-608- 13.6% |
$39.4K - $47.6K
|
3.86K
$353K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-621- 19.19% |
$40.3K - $48.6K
|
2.62K
$239K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-641- 3.57% |
$41.6K - $50.2K
|
17.3K
$1.58M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-643- 19.15% |
$41.7K - $50.3K
|
2.71K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-654- 8.91% |
$42.4K - $51.2K
|
6.69K
$611K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-656- 1.51% |
$42.5K - $51.3K
|
42.9K
$3.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-659- 3.24% |
$42.7K - $51.6K
|
19.7K
$1.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-672- 8.6% |
$43.6K - $52.6K
|
7.14K
$652K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-674- 17.47% |
$43.7K - $52.8K
|
3.18K
$291K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-687- 1.72% |
$44.5K - $53.8K
|
39.2K
$3.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-734- 8.29% |
$47.6K - $57.5K
|
8.12K
$742K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-747- 20.21% |
$48.4K - $58.5K
|
2.95K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-762- 88.71% |
$49.4K - $59.6K
|
97
$8.86K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-769- 9.77% |
$49.9K - $60.2K
|
7.11K
$649K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-787- 1.09% |
$51K - $61.6K
|
71.4K
$6.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-818- 21.3% |
$53K - $64K
|
3.02K
$276K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-825- 23.85% |
$53.5K - $64.6K
|
2.63K
$241K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-827- 9.73% |
$53.6K - $64.7K
|
7.67K
$700K
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-830- 10.24% |
$53.8K - $65K
|
7.27K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-837- 1.74% |
$54.3K - $65.5K
|
47.3K
$4.32M
|