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
|
Regions Financial Corp
|
SELL
|
- |
-11.1K- 4.8% |
$734K - $831K
|
219K
$19.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-11.2K- 3.05% |
$741K - $840K
|
356K
$31.8M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-11.8K- 17.13% |
$782K - $885K
|
57.1K
$5.11M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.7K- 3.89% |
$908K - $1.03M
|
338K
$30.3M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13.9K- 10.22% |
$921K - $1.04M
|
122K
$10.9M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.2K- 98.61% |
$940K - $1.06M
|
200
$17.9K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-14.3K- 10.42% |
$946K - $1.07M
|
123K
$11M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-14.6K- 4.67% |
$968K - $1.1M
|
298K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.2K- 66.95% |
$1M - $1.14M
|
7.48K
$670K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-15.4K- 30.0% |
$1.02M - $1.15M
|
35.9K
$3.21M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.8K- 32.14% |
$1.05M - $1.19M
|
33.4K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 23.52% |
$1.07M - $1.21M
|
52.5K
$4.7M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16.5K- 36.82% |
$1.09M - $1.24M
|
28.3K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-16.6K- 76.24% |
$1.1M - $1.25M
|
5.18K
$463K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-16.7K- 8.5% |
$1.11M - $1.25M
|
180K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.6K- 8.22% |
$1.17M - $1.32M
|
197K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-18.2K- 14.52% |
$1.2M - $1.36M
|
107K
$9.56M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.2K- 50.02% |
$1.21M - $1.37M
|
18.2K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-18.3K- 12.11% |
$1.21M - $1.37M
|
132K
$11.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.7K- 62.78% |
$1.31M - $1.48M
|
11.7K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20K- 2.25% |
$1.32M - $1.5M
|
868K
$77.7M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-21.6K- 17.85% |
$1.43M - $1.62M
|
99.4K
$8.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-21.8K- 65.33% |
$1.44M - $1.64M
|
11.6K
$1.04M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-22.4K- 35.6% |
$1.48M - $1.68M
|
40.4K
$3.62M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22.4K- 3.93% |
$1.48M - $1.68M
|
547K
$49M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-24.4K- 1.05% |
$1.62M - $1.83M
|
2.29M
$205M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-24.9K- 19.62% |
$1.65M - $1.87M
|
102K
$9.11M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-25.9K- 12.54% |
$1.72M - $1.94M
|
180K
$16.2M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-27.1K- 60.08% |
$1.79M - $2.03M
|
18K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-27.4K- 2.92% |
$1.82M - $2.06M
|
911K
$81.5M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.5K- 8.18% |
$1.82M - $2.06M
|
308K
$27.6M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-28.9K- 90.44% |
$1.92M - $2.17M
|
3.06K
$274K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.3K- 3.24% |
$2.08M - $2.35M
|
936K
$83.8M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-32.1K- 4.47% |
$2.13M - $2.41M
|
686K
$61.4M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-32.5K- 0.92% |
$2.15M - $2.44M
|
3.5M
$313M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-33.2K- 44.49% |
$2.2M - $2.49M
|
41.4K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35K- 12.72% |
$2.32M - $2.63M
|
240K
$21.5M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.7K- 5.57% |
$2.37M - $2.68M
|
605K
$54.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-39.8K- 3.28% |
$2.64M - $2.99M
|
1.17M
$105M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-41K- 16.65% |
$2.72M - $3.08M
|
205K
$18.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-42.3K- 7.83% |
$2.8M - $3.18M
|
498K
$44.6M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44.2K- 23.95% |
$2.93M - $3.32M
|
140K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-44.4K- 44.72% |
$2.95M - $3.34M
|
55K
$4.92M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-44.7K- 20.2% |
$2.96M - $3.35M
|
176K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-48.4K- 4.77% |
$3.21M - $3.63M
|
967K
$86.5M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-51.3K- 2.61% |
$3.4M - $3.85M
|
1.91M
$171M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-51.5K- 14.77% |
$3.41M - $3.87M
|
297K
$26.6M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-53.2K- 0.28% |
$3.53M - $3.99M
|
19M
$1.7B
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-53.6K- 35.94% |
$3.55M - $4.02M
|
95.5K
$8.55M
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-54.7K- 85.31% |
$3.62M - $4.1M
|
9.42K
$843K
|