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 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
2.75KNew |
$178K - $215K
|
2.75K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.74K+ 20.77% |
$178K - $214K
|
15.9K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.74K+ 4.01% |
$177K - $214K
|
71.1K
$6.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.74KNew |
$177K - $214K
|
2.74K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.72KNew |
$176K - $213K
|
2.72K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.72K+ 8.37% |
$176K - $213K
|
35.2K
$3.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.72KNew |
$176K - $213K
|
2.72K
$248K
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.71KNew |
$176K - $212K
|
2.71K
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.71KNew |
$176K - $212K
|
2.71K
$248K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$175K - $211K
|
2.7K
$247K
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.7KNew |
$175K - $211K
|
2.7K
$247K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.69K+ 25.08% |
$174K - $211K
|
13.4K
$1.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.68K+ 14.54% |
$174K - $210K
|
21.1K
$1.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
2.68KNew |
$174K - $209K
|
2.68K
$244K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
2.67K+ 3.1% |
$173K - $209K
|
88.6K
$8.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.66K+ 5.2% |
$173K - $209K
|
53.9K
$4.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.66KNew |
$172K - $208K
|
2.66K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.66KNew |
$172K - $208K
|
2.66K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.64K+ 28.72% |
$171K - $206K
|
11.8K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63K+ 0.82% |
$171K - $206K
|
325K
$29.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$171K - $206K
|
2.63K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.62K+ 37.47% |
$170K - $205K
|
9.63K
$879K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.6KNew |
$169K - $204K
|
2.6K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.6KNew |
$168K - $203K
|
2.6K
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.6KNew |
$168K - $203K
|
2.6K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.6KNew |
$168K - $203K
|
2.6K
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.59KNew |
$168K - $203K
|
2.59K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.57KNew |
$166K - $201K
|
2.57K
$234K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.56K+ 9.81% |
$166K - $201K
|
28.7K
$2.62M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.42K+ 14.48% |
$157K - $189K
|
19.1K
$1.75M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.39K+ 39.57% |
$155K - $187K
|
8.42K
$769K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.37K+ 8.93% |
$153K - $185K
|
28.9K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.35K+ 58.49% |
$152K - $184K
|
6.37K
$581K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.33KNew |
$151K - $182K
|
2.33K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.26KNew |
$146K - $176K
|
2.26K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.25K+ 37.25% |
$146K - $176K
|
8.29K
$757K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
2.11K+ 1.91% |
$137K - $165K
|
112K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.09K+ 10.03% |
$135K - $163K
|
22.9K
$2.09M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.04KNew |
$132K - $160K
|
2.04K
$186K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.02K+ 29.42% |
$131K - $158K
|
8.88K
$811K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.02K+ 71.73% |
$131K - $158K
|
4.83K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.97K+ 0.84% |
$127K - $154K
|
237K
$21.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 13.35% |
$127K - $153K
|
16.6K
$1.52M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.93K+ 27.05% |
$125K - $151K
|
9.07K
$829K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.92K+ 19.32% |
$124K - $150K
|
11.8K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.9K+ 15.67% |
$123K - $149K
|
14K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.86K+ 45.75% |
$121K - $146K
|
5.94K
$542K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.86KNew |
$121K - $146K
|
1.86K
$170K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 16.41% |
$121K - $146K
|
13.2K
$1.2M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.81K+ 5.19% |
$117K - $142K
|
36.7K
$3.35M
|