Purchases and Sales Made in Q1 2023 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-57- 1.19% |
$3.78K - $4.28K
|
4.73K
$424K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-61- 0.34% |
$4.04K - $4.58K
|
17.8K
$1.59M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-62- 1.03% |
$4.11K - $4.65K
|
5.95K
$533K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-65- 2.01% |
$4.31K - $4.88K
|
3.16K
$283K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-65- 0.34% |
$4.31K - $4.88K
|
19.2K
$1.72M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-73- 1.07% |
$4.84K - $5.48K
|
6.77K
$606K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-80- 0.25% |
$5.3K - $6K
|
31.5K
$2.82M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-80- 0.32% |
$5.3K - $6K
|
25.1K
$2.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-80- 5.39% |
$5.3K - $6K
|
1.41K
$126K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-81- 3.1% |
$5.37K - $6.08K
|
2.53K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-82- 1.45% |
$5.43K - $6.15K
|
5.59K
$500K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-84- 0.22% |
$5.57K - $6.3K
|
38.7K
$3.46M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-85- 0.19% |
$5.63K - $6.38K
|
43.6K
$3.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-88- 7.03% |
$5.83K - $6.6K
|
1.16K
$104K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-89- 2.6% |
$5.9K - $6.68K
|
3.34K
$299K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-89- 0.43% |
$5.9K - $6.68K
|
20.5K
$1.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-90- 0.34% |
$5.96K - $6.75K
|
26.5K
$2.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-90- 1.38% |
$5.96K - $6.75K
|
6.41K
$574K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-90- 0.14% |
$5.96K - $6.75K
|
62.9K
$5.63M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-92- 1.86% |
$6.1K - $6.9K
|
4.85K
$434K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-95- 0.69% |
$6.3K - $7.13K
|
13.8K
$1.23M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-98- 37.98% |
$6.49K - $7.35K
|
160
$14.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 1.18% |
$6.63K - $7.5K
|
8.41K
$753K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 2.63% |
$6.63K - $7.5K
|
3.7K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-102- 4.72% |
$6.76K - $7.65K
|
2.06K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-112- 1.74% |
$7.42K - $8.4K
|
6.32K
$565K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-112- 5.64% |
$7.42K - $8.4K
|
1.87K
$168K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-113- 0.88% |
$7.49K - $8.48K
|
12.8K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-115- 1.71% |
$7.62K - $8.63K
|
6.59K
$590K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-120- 0.63% |
$7.95K - $9K
|
18.9K
$1.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-125- 2.88% |
$8.28K - $9.38K
|
4.22K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-136- 3.82% |
$9.01K - $10.2K
|
3.42K
$306K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-143- 0.48% |
$9.48K - $10.7K
|
29.8K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-147- 4.88% |
$9.74K - $11K
|
2.87K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-148- 1.58% |
$9.81K - $11.1K
|
9.19K
$823K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-151- 50.5% |
$10K - $11.3K
|
148
$13.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-152- 4.52% |
$10.1K - $11.4K
|
3.21K
$288K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-159- 3.64% |
$10.5K - $11.9K
|
4.21K
$377K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-161- 1.73% |
$10.7K - $12.1K
|
9.12K
$817K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-165- 2.77% |
$10.9K - $12.4K
|
5.79K
$518K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-172- 5.55% |
$11.4K - $12.9K
|
2.93K
$262K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-173- 0.14% |
$11.5K - $13K
|
124K
$11.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-174- 5.5% |
$11.5K - $13.1K
|
2.99K
$267K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-176- 1.89% |
$11.7K - $13.2K
|
9.12K
$816K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-180- 1.86% |
$11.9K - $13.5K
|
9.5K
$851K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-180- 2.03% |
$11.9K - $13.5K
|
8.67K
$776K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-183- 4.84% |
$12.1K - $13.7K
|
3.6K
$322K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-189- 0.46% |
$12.5K - $14.2K
|
40.9K
$3.66M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-196- 0.3% |
$13K - $14.7K
|
65.2K
$5.84M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-205- 0.57% |
$13.6K - $15.4K
|
35.5K
$3.18M
|