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 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
47.1K+ 84.38% |
$3.05M - $3.69M
|
103K
$9.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.2K+ 231.22% |
$2.8M - $3.38M
|
61.9K
$5.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
43K+ 10.11% |
$2.79M - $3.37M
|
469K
$42.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.4K+ 3.84% |
$2.69M - $3.24M
|
1.12M
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40.8K+ 31.7% |
$2.65M - $3.2M
|
170K
$15.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
40.8K+ 31.7% |
$2.65M - $3.2M
|
170K
$15.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
39.9K+ 411.4% |
$2.59M - $3.12M
|
49.6K
$4.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
39.5K+ 287.82% |
$2.56M - $3.09M
|
53.2K
$4.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
39.5K+ 87.37% |
$2.56M - $3.09M
|
84.7K
$7.74M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
36.5K+ 125.72% |
$2.37M - $2.86M
|
65.5K
$5.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35.3K+ 139.95% |
$2.29M - $2.77M
|
60.6K
$5.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
33.9K+ 75.77% |
$2.2M - $2.65M
|
78.6K
$7.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
33.9K+ 8.79% |
$2.2M - $2.65M
|
419K
$38.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.6K+ 3.48% |
$2.18M - $2.63M
|
1M
$91.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
31.7KNew |
$2.05M - $2.48M
|
31.7K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
31.2K+ 9.25% |
$2.02M - $2.44M
|
368K
$33.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
30.8KNew |
$2M - $2.41M
|
30.8K
$2.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.3K+ 10.37% |
$1.97M - $2.37M
|
323K
$29.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
29.9KNew |
$1.94M - $2.34M
|
29.9K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
27.6K+ 5.18% |
$1.79M - $2.16M
|
561K
$51.2M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
26.6KNew |
$1.72M - $2.08M
|
26.6K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
25.9KNew |
$1.68M - $2.03M
|
25.9K
$2.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
24.5K+ 798.4% |
$1.59M - $1.92M
|
27.6K
$2.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
23.4K+ 37.07% |
$1.52M - $1.83M
|
86.6K
$7.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
22.5KNew |
$1.46M - $1.76M
|
22.5K
$2.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
22.3K+ 2.39% |
$1.44M - $1.74M
|
953K
$87M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
22KNew |
$1.42M - $1.72M
|
22K
$2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.1KNew |
$1.37M - $1.65M
|
21.1K
$1.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20.4K+ 3.25% |
$1.32M - $1.6M
|
648K
$59.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
19.6K+ 2.16% |
$1.27M - $1.53M
|
927K
$84.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
19.5K+ 37.98% |
$1.26M - $1.53M
|
70.8K
$6.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
19.3K+ 37.96% |
$1.25M - $1.51M
|
70.1K
$6.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
18.9K+ 17.94% |
$1.23M - $1.48M
|
124K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.8K+ 4.84% |
$1.22M - $1.47M
|
408K
$37.3M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17.4KNew |
$1.13M - $1.36M
|
17.4K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
17.1K+ 5.54% |
$1.11M - $1.34M
|
325K
$29.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 3.79% |
$1.1M - $1.33M
|
465K
$42.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
16.9K+ 55.99% |
$1.09M - $1.32M
|
47K
$4.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
16.8KNew |
$1.09M - $1.31M
|
16.8K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
16.6K+ 20.43% |
$1.08M - $1.3M
|
97.9K
$8.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
16.5K+ 0.9% |
$1.07M - $1.29M
|
1.86M
$170M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
16K+ 89.71% |
$1.04M - $1.26M
|
33.9K
$3.1M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
15.1KNew |
$976K - $1.18M
|
15.1K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
15K+ 67.25% |
$974K - $1.18M
|
37.3K
$3.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.9KNew |
$968K - $1.17M
|
14.9K
$1.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
14.5KNew |
$938K - $1.13M
|
14.5K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.2KNew |
$924K - $1.11M
|
14.2K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.1K+ 43.97% |
$912K - $1.1M
|
46K
$4.2M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13.9KNew |
$903K - $1.09M
|
13.9K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
13.7K+ 3.45% |
$890K - $1.07M
|
412K
$37.6M
|