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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
13.6K+ 247.51% |
$883K - $1.07M
|
19.1K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
13.5K+ 30.85% |
$873K - $1.05M
|
57.1K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.4K+ 4.26% |
$870K - $1.05M
|
328K
$30M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.3K+ 9.79% |
$862K - $1.04M
|
149K
$13.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.3K+ 14.46% |
$860K - $1.04M
|
105K
$9.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
13K+ 1.44% |
$843K - $1.02M
|
914K
$83.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.4K+ 2.1% |
$807K - $974K
|
604K
$55.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
12.1K+ 1.14% |
$784K - $947K
|
1.08M
$98.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
11.9KNew |
$773K - $933K
|
11.9K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.5K+ 79.26% |
$747K - $902K
|
26.1K
$2.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
11.5KNew |
$746K - $900K
|
11.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
11.3KNew |
$731K - $882K
|
11.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
11.2K+ 41.75% |
$723K - $873K
|
37.9K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.9K+ 8.17% |
$705K - $851K
|
144K
$13.2M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$688K - $831K
|
10.6K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3K+ 2.32% |
$668K - $806K
|
454K
$41.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.94K+ 23.33% |
$645K - $778K
|
52.6K
$4.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.66KNew |
$626K - $756K
|
9.66K
$882K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.65K+ 5.64% |
$626K - $755K
|
181K
$16.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
9.63KNew |
$624K - $754K
|
9.63K
$880K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
9.49K+ 50.51% |
$615K - $742K
|
28.3K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.3K+ 3.79% |
$603K - $728K
|
255K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.08K+ 1.13% |
$589K - $711K
|
813K
$74.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
9.05KNew |
$586K - $708K
|
9.05K
$826K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.02K+ 128.02% |
$585K - $706K
|
16.1K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.87K+ 98.53% |
$575K - $694K
|
17.9K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8.82K+ 31.23% |
$572K - $690K
|
37.1K
$3.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.81K+ 24.92% |
$571K - $689K
|
44.2K
$4.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
8.77K+ 2.73% |
$569K - $686K
|
329K
$30.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
8.26K+ 2.72% |
$535K - $646K
|
312K
$28.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8.22K+ 26.14% |
$533K - $644K
|
39.7K
$3.62M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.57KNew |
$491K - $593K
|
7.57K
$691K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.52KNew |
$487K - $588K
|
7.52K
$687K
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
7.4K+ 176.19% |
$480K - $579K
|
11.6K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.22K+ 19.6% |
$468K - $565K
|
44.1K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.2K+ 32.88% |
$467K - $564K
|
29.1K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
7.18KNew |
$465K - $562K
|
7.18K
$656K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7.16KNew |
$464K - $561K
|
7.16K
$654K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
6.44K+ 2.9% |
$417K - $504K
|
228K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
6.43KNew |
$417K - $503K
|
6.43K
$587K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
6.38K+ 10.64% |
$413K - $499K
|
66.3K
$6.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.09K+ 8.85% |
$395K - $477K
|
74.9K
$6.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
5.91KNew |
$383K - $462K
|
5.91K
$539K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.84KNew |
$379K - $457K
|
5.84K
$533K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.78KNew |
$375K - $453K
|
5.78K
$528K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.66K+ 38.97% |
$367K - $443K
|
20.2K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.57K+ 33.01% |
$361K - $436K
|
22.4K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.56KNew |
$361K - $435K
|
5.56K
$508K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.55K+ 6.38% |
$360K - $434K
|
92.5K
$8.45M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
5.54KNew |
$359K - $434K
|
5.54K
$506K
|