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 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-13K- 1.63% |
$844K - $1.02M
|
785K
$71.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13.1K- 8.49% |
$852K - $1.03M
|
142K
$12.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13.6K- 76.73% |
$883K - $1.07M
|
4.13K
$377K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.6K- 1.16% |
$884K - $1.07M
|
1.16M
$106M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14K- 7.29% |
$909K - $1.1M
|
178K
$16.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-14.2K- 12.8% |
$920K - $1.11M
|
96.7K
$8.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.3K- 0.79% |
$926K - $1.12M
|
1.79M
$164M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-15.4K- 32.09% |
$999K - $1.21M
|
32.6K
$2.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16.7K- 29.39% |
$1.08M - $1.31M
|
40.1K
$3.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.9K- 59.49% |
$1.09M - $1.32M
|
11.5K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.9K- 2.26% |
$1.1M - $1.32M
|
730K
$66.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18K- 7.14% |
$1.17M - $1.41M
|
234K
$21.4M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-18.6K- 2.93% |
$1.21M - $1.46M
|
617K
$56.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-18.7K- 54.15% |
$1.22M - $1.47M
|
15.9K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-18.9K- 8.45% |
$1.23M - $1.48M
|
205K
$18.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.6K- 13.48% |
$1.27M - $1.53M
|
126K
$11.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-20.2K- 6.31% |
$1.31M - $1.58M
|
300K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.7K- 70.23% |
$1.35M - $1.62M
|
8.79K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.9K- 60.62% |
$1.49M - $1.8M
|
14.9K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-23.6K- 11.72% |
$1.53M - $1.85M
|
178K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-24.3K- 49.85% |
$1.57M - $1.9M
|
24.4K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-24.9K- 23.12% |
$1.61M - $1.95M
|
82.7K
$7.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-25.4K- 65.34% |
$1.65M - $1.99M
|
13.5K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 4.33% |
$1.68M - $2.03M
|
572K
$52.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.9K- 16.52% |
$1.75M - $2.11M
|
136K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-28.1K- 3.38% |
$1.82M - $2.2M
|
802K
$73.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-29.3K- 22.26% |
$1.9M - $2.29M
|
102K
$9.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-32.6K- 0.86% |
$2.11M - $2.55M
|
3.77M
$344M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-34.5K- 75.68% |
$2.23M - $2.7M
|
11.1K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-34.8K- 14.7% |
$2.25M - $2.72M
|
202K
$18.4M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-38K- 32.22% |
$2.47M - $2.98M
|
80K
$7.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-39.7K- 0.73% |
$2.57M - $3.1M
|
5.41M
$495M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-45.5K- 20.4% |
$2.95M - $3.56M
|
177K
$16.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45.7K- 83.35% |
$2.96M - $3.57M
|
9.12K
$833K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-46.1K- 84.71% |
$2.99M - $3.6M
|
8.31K
$759K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-46.4K- 0.81% |
$3.01M - $3.63M
|
5.65M
$516M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-48.2K- 5.53% |
$3.13M - $3.77M
|
824K
$75.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-49.7K- 14.52% |
$3.22M - $3.89M
|
293K
$26.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-51.1K- 1.34% |
$3.31M - $4M
|
3.77M
$344M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-51.2K- 4.88% |
$3.32M - $4.01M
|
997K
$91.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-51.6K- 72.55% |
$3.34M - $4.04M
|
19.5K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-53.2K- 7.41% |
$3.45M - $4.16M
|
664K
$60.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-53.2K- 7.41% |
$3.45M - $4.16M
|
664K
$60.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-54.1K- 45.83% |
$3.51M - $4.24M
|
64K
$5.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-76.3K- 1.97% |
$4.94M - $5.97M
|
3.79M
$346M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-78.1K- 2.36% |
$5.06M - $6.11M
|
3.24M
$296M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-82.2K- 92.78% |
$5.33M - $6.44M
|
6.4K
$585K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-88.7K- 11.87% |
$5.75M - $6.94M
|
659K
$60.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-94.9K- 22.61% |
$6.15M - $7.43M
|
325K
$29.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-99.6K- 8.63% |
$6.46M - $7.8M
|
1.05M
$96.3M
|