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 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.46K+ 12.77% |
$354K - $428K
|
48.2K
$4.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.39K+ 154.18% |
$349K - $422K
|
8.88K
$811K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.35KNew |
$347K - $419K
|
5.35K
$489K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
5.31KNew |
$344K - $415K
|
5.31K
$485K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
5.3K+ 60.17% |
$344K - $415K
|
14.1K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
5.19K+ 179.41% |
$337K - $407K
|
8.09K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
5.19KNew |
$337K - $406K
|
5.19K
$474K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5.17K+ 5.63% |
$335K - $405K
|
96.9K
$8.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.1K+ 15.88% |
$331K - $399K
|
37.2K
$3.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.1K+ 47.9% |
$330K - $399K
|
15.7K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
5.09K+ 2.47% |
$330K - $398K
|
211K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.01K+ 26.71% |
$325K - $392K
|
23.8K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4.99KNew |
$323K - $390K
|
4.99K
$455K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.98KNew |
$323K - $390K
|
4.98K
$455K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.98KNew |
$323K - $389K
|
4.98K
$455K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
4.92KNew |
$319K - $385K
|
4.92K
$449K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
4.84K+ 12.55% |
$314K - $379K
|
43.4K
$3.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.75K+ 52.88% |
$308K - $372K
|
13.7K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.75KNew |
$308K - $371K
|
4.75K
$433K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.75KNew |
$308K - $371K
|
4.75K
$433K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
4.72KNew |
$306K - $369K
|
4.72K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
4.6K+ 115050.0% |
$298K - $360K
|
4.61K
$421K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.56K+ 57.11% |
$296K - $357K
|
12.6K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.51K+ 3.36% |
$292K - $353K
|
138K
$12.6M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.42KNew |
$287K - $346K
|
4.42K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
4.41KNew |
$286K - $345K
|
4.41K
$402K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.31KNew |
$279K - $337K
|
4.31K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.22K+ 7.33% |
$274K - $331K
|
61.9K
$5.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$272K - $329K
|
4.2K
$384K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.13K+ 8.55% |
$268K - $323K
|
52.5K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.12K+ 31.61% |
$267K - $323K
|
17.2K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.06KNew |
$263K - $318K
|
4.06K
$371K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 19.25% |
$261K - $316K
|
25K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.01K+ 3.65% |
$260K - $314K
|
114K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
3.89K+ 4.43% |
$252K - $304K
|
91.5K
$8.36M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.88K+ 3.12% |
$251K - $304K
|
128K
$11.7M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3.87KNew |
$251K - $303K
|
3.87K
$353K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.87KNew |
$251K - $303K
|
3.87K
$353K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.85K+ 8.92% |
$250K - $301K
|
47K
$4.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
3.84KNew |
$249K - $300K
|
3.84K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.81K+ 3.28% |
$247K - $298K
|
120K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.78KNew |
$245K - $296K
|
3.78K
$345K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.69KNew |
$239K - $289K
|
3.69K
$337K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.68KNew |
$238K - $288K
|
3.68K
$336K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
3.67K+ 2.43% |
$238K - $288K
|
155K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3.61K+ 98.74% |
$234K - $282K
|
7.26K
$663K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.6KNew |
$233K - $282K
|
3.6K
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.59KNew |
$233K - $281K
|
3.59K
$328K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.57K+ 7.26% |
$232K - $280K
|
52.8K
$4.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.54KNew |
$230K - $277K
|
3.54K
$324K
|