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 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-430- 1.71% |
$28.5K - $32.3K
|
24.7K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-430- 1.6% |
$28.5K - $32.3K
|
26.4K
$2.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-433- 11.2% |
$28.7K - $32.5K
|
3.43K
$307K
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-439- 1.17% |
$29.1K - $32.9K
|
37K
$3.31M
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-458- 8.79% |
$30.4K - $34.4K
|
4.75K
$425K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-475- 3.09% |
$31.5K - $35.6K
|
14.9K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-488- 4.54% |
$32.3K - $36.6K
|
10.3K
$919K
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
SELL
|
- |
-490- 0.43% |
$32.5K - $36.8K
|
114K
$10.2M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-491- 2.77% |
$32.5K - $36.8K
|
17.3K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-500- 1.37% |
$33.1K - $37.5K
|
36.1K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-500- 0.73% |
$33.1K - $37.5K
|
68.4K
$6.13M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-503- 6.27% |
$33.3K - $37.7K
|
7.51K
$673K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-503- 1.61% |
$33.3K - $37.7K
|
30.7K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-503- 2.82% |
$33.3K - $37.7K
|
17.4K
$1.55M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-508- 6.03% |
$33.7K - $38.1K
|
7.91K
$708K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-508- 6.03% |
$33.7K - $38.1K
|
7.91K
$708K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-525- 11.07% |
$34.8K - $39.4K
|
4.22K
$377K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-536- 54.25% |
$35.5K - $40.2K
|
452
$40.5K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-547- 3.81% |
$36.2K - $41K
|
13.8K
$1.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-552- 14.56% |
$36.6K - $41.4K
|
3.24K
$290K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-578- 3.19% |
$38.3K - $43.4K
|
17.5K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-579- 5.15% |
$38.4K - $43.4K
|
10.7K
$954K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-588- 1.07% |
$39K - $44.1K
|
54.2K
$4.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-591- 4.1% |
$39.2K - $44.3K
|
13.8K
$1.24M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-619- 0.64% |
$41K - $46.4K
|
95.6K
$8.55M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-624- 1.57% |
$41.4K - $46.8K
|
39.2K
$3.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-633- 14.0% |
$41.9K - $47.5K
|
3.89K
$348K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-635- 7.71% |
$42.1K - $47.7K
|
7.6K
$681K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-645- 1.86% |
$42.7K - $48.4K
|
34K
$3.04M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-669- 0.77% |
$44.3K - $50.2K
|
86.2K
$7.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-670- 0.6% |
$44.4K - $50.3K
|
111K
$9.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-671- 2.99% |
$44.5K - $50.4K
|
21.8K
$1.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-678- 7.02% |
$44.9K - $50.9K
|
8.98K
$804K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-689- 10.67% |
$45.7K - $51.7K
|
5.77K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-694- 0.86% |
$46K - $52.1K
|
80.3K
$7.19M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-704- 4.0% |
$46.7K - $52.8K
|
16.9K
$1.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-735- 1.56% |
$48.7K - $55.2K
|
46.3K
$4.15M
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-764- 1.87% |
$50.6K - $57.3K
|
40K
$3.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-767- 14.61% |
$50.8K - $57.6K
|
4.48K
$401K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-774- 14.71% |
$51.3K - $58.1K
|
4.49K
$402K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-827- 7.96% |
$54.8K - $62.1K
|
9.57K
$856K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-846- 7.87% |
$56.1K - $63.5K
|
9.9K
$886K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-849- 9.11% |
$56.3K - $63.7K
|
8.47K
$758K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-860- 4.17% |
$57K - $64.5K
|
19.7K
$1.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-861- 11.74% |
$57.1K - $64.6K
|
6.47K
$579K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-864- 1.14% |
$57.3K - $64.8K
|
74.9K
$6.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-867- 13.1% |
$57.5K - $65.1K
|
5.75K
$515K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-870- 14.43% |
$57.7K - $65.3K
|
5.16K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-887- 4.51% |
$58.8K - $66.6K
|
18.8K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-892- 2.4% |
$59.1K - $66.9K
|
36.3K
$3.25M
|