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 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.52K- 4.63% |
$101K - $114K
|
31.3K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.54K- 2.81% |
$102K - $115K
|
53.2K
$4.76M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.58K- 9.37% |
$105K - $119K
|
15.3K
$1.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.63K- 2.81% |
$108K - $122K
|
56.2K
$5.03M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.66K- 11.77% |
$110K - $124K
|
12.4K
$1.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.68K- 5.24% |
$111K - $126K
|
30.3K
$2.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.71K- 1.09% |
$114K - $129K
|
156K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.73K- 6.02% |
$115K - $130K
|
27K
$2.42M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.73K- 1.63% |
$115K - $130K
|
104K
$9.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.73K- 23.65% |
$115K - $130K
|
5.59K
$501K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.76K- 0.46% |
$116K - $132K
|
376K
$33.7M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.76K- 3.72% |
$117K - $132K
|
45.5K
$4.07M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.79K- 1.27% |
$118K - $134K
|
139K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.86K- 0.46% |
$123K - $140K
|
403K
$36M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 5.35% |
$124K - $140K
|
33.1K
$2.97M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.91K- 26.81% |
$126K - $143K
|
5.2K
$465K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.92K- 3.75% |
$127K - $144K
|
49.3K
$4.41M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.99K- 2.66% |
$132K - $149K
|
72.7K
$6.5M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.01K- 34.77% |
$133K - $151K
|
3.78K
$338K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.17K- 16.0% |
$143K - $162K
|
11.4K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.17K- 39.81% |
$144K - $163K
|
3.28K
$294K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-2.19K- 2.2% |
$145K - $164K
|
97.6K
$8.73M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.26K- 9.18% |
$150K - $170K
|
22.4K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.28K- 1.18% |
$151K - $171K
|
190K
$17M
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2.29K- 22.03% |
$152K - $172K
|
8.1K
$725K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.32K- 1.32% |
$153K - $174K
|
173K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.42K- 93.01% |
$161K - $182K
|
182
$16.3K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.45K- 1.37% |
$162K - $184K
|
176K
$15.8M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.5K- 13.03% |
$166K - $188K
|
16.7K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-2.59K- 32.82% |
$172K - $195K
|
5.31K
$475K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.64K- 9.15% |
$175K - $198K
|
26.3K
$2.35M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.69K- 15.85% |
$178K - $202K
|
14.3K
$1.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.71K- 3.82% |
$180K - $204K
|
68.3K
$6.11M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.79K- 5.08% |
$185K - $209K
|
52.1K
$4.66M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-2.8K- 35.93% |
$185K - $210K
|
4.99K
$446K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.81K- 7.76% |
$186K - $211K
|
33.4K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.9K- 9.17% |
$192K - $218K
|
28.8K
$2.57M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.98K- 9.79% |
$197K - $223K
|
27.4K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.98K- 56.47% |
$198K - $224K
|
2.3K
$206K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-3.01K- 9.87% |
$200K - $226K
|
27.5K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.03K- 4.49% |
$201K - $227K
|
64.4K
$5.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-3.05K- 1.89% |
$202K - $229K
|
158K
$14.2M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.14K- 4.59% |
$208K - $236K
|
65.3K
$5.84M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3.15K- 27.99% |
$209K - $236K
|
8.11K
$725K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-3.3K- 12.25% |
$219K - $248K
|
23.6K
$2.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.31K- 11.64% |
$219K - $248K
|
25.1K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.33K- 52.8% |
$221K - $250K
|
2.98K
$267K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.33K- 52.8% |
$221K - $250K
|
2.98K
$267K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-3.45K- 10.84% |
$228K - $259K
|
28.3K
$2.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3.7K- 8.96% |
$245K - $278K
|
37.6K
$3.37M
|