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 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.8K+ 56.48% |
$117K - $141K
|
4.99K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.71KNew |
$111K - $134K
|
1.71K
$156K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.69K+ 61.05% |
$110K - $133K
|
4.47K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.66K+ 53.78% |
$107K - $130K
|
4.74K
$433K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.61K+ 5.54% |
$105K - $126K
|
30.7K
$2.81M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.6K+ 9.15% |
$104K - $125K
|
19.1K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.6K+ 46.35% |
$104K - $125K
|
5.05K
$461K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.6K+ 9.88% |
$104K - $125K
|
17.8K
$1.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.59K+ 3.91% |
$103K - $125K
|
42.4K
$3.87M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.59KNew |
$103K - $124K
|
1.59K
$145K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.58K+ 9.94% |
$102K - $124K
|
17.5K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.54KNew |
$99.7K - $120K
|
1.54K
$140K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.49K+ 5.43% |
$96.6K - $117K
|
28.9K
$2.64M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.47K+ 27.23% |
$95.5K - $115K
|
6.88K
$629K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 87.27% |
$91.1K - $110K
|
3.02K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.38KNew |
$89.2K - $108K
|
1.38K
$126K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.38K+ 4.29% |
$89.2K - $108K
|
33.4K
$3.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.34K+ 8.12% |
$86.9K - $105K
|
17.8K
$1.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.33K+ 3.22% |
$86.4K - $104K
|
42.6K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.33K+ 13.82% |
$86.1K - $104K
|
10.9K
$999K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 5.22% |
$84.1K - $102K
|
26.2K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.29K+ 9.85% |
$83.6K - $101K
|
14.4K
$1.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 36.72% |
$83K - $100K
|
4.77K
$435K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.27K+ 8.67% |
$82.5K - $99.6K
|
16K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.27K+ 2.08% |
$82.3K - $99.3K
|
62.3K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.25K+ 0.99% |
$80.7K - $97.4K
|
127K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.22K+ 15.33% |
$78.8K - $95.1K
|
9.14K
$835K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.21K+ 11.2% |
$78.7K - $94.9K
|
12K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.2K+ 8.3% |
$77.9K - $94.1K
|
15.7K
$1.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1.19K+ 135.11% |
$77.4K - $93.4K
|
2.08K
$190K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1.19K+ 1.7% |
$77.2K - $93.2K
|
71.1K
$6.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.18K+ 2.93% |
$76.3K - $92K
|
41.4K
$3.78M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.16K+ 7.61% |
$74.9K - $90.4K
|
16.3K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.16K+ 7.61% |
$74.9K - $90.4K
|
16.3K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 3.82% |
$73.8K - $89.1K
|
30.9K
$2.82M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.14KNew |
$73.7K - $89K
|
1.14K
$104K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.12K+ 4.17% |
$72.6K - $87.6K
|
27.9K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.09K+ 7.82% |
$70.4K - $84.9K
|
15K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.06KNew |
$69K - $83.3K
|
1.06K
$97.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.06K+ 1.85% |
$69K - $83.3K
|
58.7K
$5.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.03K+ 21.27% |
$66.7K - $80.5K
|
5.86K
$535K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.02K+ 17.62% |
$66K - $79.7K
|
6.79K
$621K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 2.49% |
$65.6K - $79.2K
|
41.7K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1K+ 21.13% |
$64.8K - $78.3K
|
5.73K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1K+ 9.39% |
$64.8K - $78.3K
|
11.7K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
995+ 29.2% |
$64.5K - $77.9K
|
4.4K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
984New |
$63.8K - $77K
|
984
$89.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
983+ 3.71% |
$63.7K - $76.9K
|
27.5K
$2.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
979+ 30.93% |
$63.5K - $76.6K
|
4.14K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
978+ 2.23% |
$63.4K - $76.5K
|
44.7K
$4.09M
|