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 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-841- 17.78% |
$54.5K - $65.8K
|
3.89K
$355K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-844- 2.67% |
$54.7K - $66.1K
|
30.7K
$2.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-855- 0.49% |
$55.4K - $66.9K
|
173K
$15.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-856- 0.66% |
$55.5K - $67K
|
130K
$11.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-862- 5.29% |
$55.9K - $67.5K
|
15.4K
$1.41M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-868- 26.01% |
$56.3K - $67.9K
|
2.47K
$226K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-889- 3.66% |
$57.6K - $69.6K
|
23.4K
$2.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-904- 22.26% |
$58.6K - $70.8K
|
3.16K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-917- 1.05% |
$59.5K - $71.8K
|
86.7K
$7.92M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-918- 0.98% |
$59.5K - $71.9K
|
92.3K
$8.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-920- 12.93% |
$59.7K - $72K
|
6.2K
$566K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-922- 13.6% |
$59.8K - $72.2K
|
5.86K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-930- 24.07% |
$60.3K - $72.8K
|
2.93K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-943- 16.22% |
$61.1K - $73.8K
|
4.87K
$445K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-944- 0.22% |
$61.2K - $73.9K
|
420K
$38.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-960- 8.67% |
$62.2K - $75.1K
|
10.1K
$923K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-976- 42.45% |
$63.3K - $76.4K
|
1.32K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1K- 5.79% |
$64.8K - $78.3K
|
16.3K
$1.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1K- 11.94% |
$64.8K - $78.3K
|
7.37K
$673K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.02K- 1.78% |
$65.9K - $79.6K
|
56.2K
$5.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.08K- 1.06% |
$69.9K - $84.4K
|
100K
$9.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-1.09K- 1.25% |
$70.9K - $85.5K
|
86.4K
$7.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.11K- 11.39% |
$72.1K - $87K
|
8.65K
$790K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.13K- 12.89% |
$73.1K - $88.3K
|
7.63K
$697K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.14K- 4.97% |
$73.9K - $89.1K
|
21.8K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.17K- 5.09% |
$75.5K - $91.2K
|
21.7K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.17K- 17.99% |
$75.6K - $91.3K
|
5.32K
$486K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.18K- 2.27% |
$76.4K - $92.3K
|
50.8K
$4.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.19K- 3.46% |
$77.2K - $93.1K
|
33.2K
$3.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.2K- 9.65% |
$77.5K - $93.5K
|
11.2K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 10.29% |
$80K - $96.6K
|
10.8K
$983K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.24K- 16.03% |
$80.6K - $97.3K
|
6.51K
$595K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.29K- 0.97% |
$83.9K - $101K
|
132K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.3K- 24.57% |
$84K - $101K
|
3.98K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.3K- 8.7% |
$84.1K - $102K
|
13.6K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.3K- 6.72% |
$84.4K - $102K
|
18K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.3K- 1.43% |
$84.6K - $102K
|
90K
$8.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 7.14% |
$85.3K - $103K
|
17.1K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.32K- 0.47% |
$85.8K - $104K
|
279K
$25.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.33K- 0.87% |
$85.9K - $104K
|
151K
$13.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.33K- 1.21% |
$86K - $104K
|
108K
$9.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.36K- 17.53% |
$88.2K - $106K
|
6.4K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.44K- 41.54% |
$93.3K - $113K
|
2.03K
$185K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.46K- 5.14% |
$94.9K - $115K
|
27K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.49K- 7.94% |
$96.8K - $117K
|
17.3K
$1.58M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.6K- 1.61% |
$104K - $125K
|
97.5K
$8.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-1.62K- 33.33% |
$105K - $127K
|
3.24K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.67K- 9.39% |
$108K - $131K
|
16.1K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-1.69K- 5.3% |
$110K - $132K
|
30.2K
$2.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.7K- 1.89% |
$110K - $133K
|
88.1K
$8.05M
|