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 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.71K- 1.32% |
$111K - $133K
|
127K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.73K- 0.34% |
$112K - $135K
|
512K
$46.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.74K- 4.41% |
$113K - $136K
|
37.6K
$3.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.8K- 7.02% |
$117K - $141K
|
23.8K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.87K- 15.69% |
$121K - $146K
|
10K
$915K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.87K- 3.96% |
$121K - $146K
|
45.4K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 26.95% |
$123K - $148K
|
5.13K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.94K- 2.51% |
$125K - $151K
|
75K
$6.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 16.86% |
$127K - $153K
|
9.63K
$880K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.98K- 10.41% |
$129K - $155K
|
17.1K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.03K- 36.08% |
$131K - $159K
|
3.59K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-2.08K- 0.87% |
$135K - $162K
|
237K
$21.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.13K- 2.01% |
$138K - $166K
|
103K
$9.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 10.77% |
$139K - $168K
|
17.7K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.14K- 27.35% |
$139K - $168K
|
5.69K
$520K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.16K- 3.69% |
$140K - $169K
|
56.3K
$5.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.2K- 7.55% |
$143K - $172K
|
26.9K
$2.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.21K- 2.75% |
$143K - $173K
|
78.1K
$7.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.27K- 6.75% |
$147K - $178K
|
31.4K
$2.87M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.3K- 2.03% |
$149K - $180K
|
111K
$10.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.3K- 8.98% |
$149K - $180K
|
23.3K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.34K- 6.87% |
$152K - $183K
|
31.7K
$2.9M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.41K- 1.56% |
$156K - $188K
|
152K
$13.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.41K- 28.25% |
$156K - $188K
|
6.12K
$559K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.45K- 92.45% |
$159K - $192K
|
200
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.5K- 4.53% |
$162K - $196K
|
52.6K
$4.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-2.54K- 8.73% |
$165K - $199K
|
26.5K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.58K- 41.53% |
$167K - $202K
|
3.63K
$331K
|
|
|
Jan 24, 2024
Q4 2023
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-2.65K- 3.55% |
$172K - $208K
|
72.2K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.72K- 2.04% |
$176K - $213K
|
130K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.72K- 8.48% |
$176K - $213K
|
29.4K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.76K- 10.87% |
$179K - $216K
|
22.6K
$2.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.77K- 2.34% |
$180K - $217K
|
116K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.78K- 18.33% |
$180K - $217K
|
12.4K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.81K- 83.97% |
$182K - $220K
|
536
$49K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.81K- 9.16% |
$182K - $220K
|
27.9K
$2.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.82K- 3.85% |
$183K - $220K
|
70.3K
$6.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.83K- 2.01% |
$183K - $221K
|
138K
$12.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.83K- 12.38% |
$183K - $221K
|
20K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.92K- 3.88% |
$189K - $228K
|
72.2K
$6.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.99K- 1.68% |
$194K - $234K
|
175K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-3.03K- 4.81% |
$196K - $237K
|
60K
$5.48M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-3.05K- 12.86% |
$198K - $239K
|
20.7K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.06K- 60.47% |
$198K - $239K
|
2K
$183K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-3.07K- 1.59% |
$199K - $240K
|
190K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.11K- 17.84% |
$201K - $243K
|
14.3K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.11K- 2.95% |
$201K - $243K
|
102K
$9.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.19K- 17.91% |
$207K - $250K
|
14.6K
$1.34M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.2K- 6.45% |
$207K - $250K
|
46.4K
$4.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 10.5% |
$218K - $263K
|
28.6K
$2.61M
|