Purchases and Sales Made in Q1 2023 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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
Russell Investments Group, Ltd.

BUY
 -
802
New
$53.1K - $60.2K
802 $71.8K
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
789
+ 2320.59%
$52.3K - $59.2K
823 $73.7K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
749
New
$49.6K - $56.2K
749 $67K
May 04, 2023 Q1 2023
Neirg Wealth Management, LLC

BUY
 -
745
+ 3.1%
$49.4K - $55.9K
24.8K $2.22M
May 10, 2023 Q1 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
744
+ 0.84%
$49.3K - $55.8K
89.4K $8M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
730
+ 365.0%
$48.4K - $54.8K
930 $83.2K
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
728
+ 281.08%
$48.2K - $54.6K
987 $88.3K
Apr 13, 2023 Q1 2023
Centennial Wealth Advisory LLC

BUY
 -
694
+ 2.38%
$46K - $52.1K
29.9K $2.67M
May 11, 2023 Q1 2023
Castle Rock Wealth Management, LLC

BUY
 -
673
+ 3.02%
$44.6K - $50.5K
23K $2.06M
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
672
+ 176.84%
$44.5K - $50.4K
1.05K $94.2K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
660
+ 6.13%
$43.7K - $49.5K
11.4K $1.02M
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
653
+ 10.29%
$43.3K - $49K
7K $626K
May 11, 2023 Q1 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
650
+ 4.56%
$43.1K - $48.8K
14.9K $1.33M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
637
+ 7.29%
$42.2K - $47.8K
9.38K $840K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
616
New
$40.8K - $46.2K
616 $55.1K
May 02, 2023 Q1 2023
Morling Financial Advisors, LLC

BUY
 -
612
New
$40.6K - $45.9K
612 $54.8K
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
607
+ 16.87%
$40.2K - $45.5K
4.21K $376K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
596
+ 0.18%
$39.5K - $44.7K
336K $30M
Apr 13, 2023 Q1 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
586
+ 4.89%
$38.8K - $44K
12.6K $1.13M
Apr 25, 2023 Q1 2023
Peterson Financial Group, Inc.

BUY
 -
584
+ 3.05%
$38.7K - $43.8K
19.7K $1.77M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
580
+ 12.87%
$38.4K - $43.5K
5.09K $455K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
553
+ 14.57%
$36.6K - $41.5K
4.35K $389K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
549
+ 8.99%
$36.4K - $41.2K
6.66K $596K
May 04, 2023 Q1 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
518
+ 0.84%
$34.3K - $38.9K
62.4K $5.58M
May 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
512
+ 12.39%
$33.9K - $38.4K
4.64K $416K
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
507
+ 12.87%
$33.6K - $38K
4.45K $398K
May 01, 2023 Q1 2023
Unionview, LLC

Seattle, WA
BUY
 -
487
+ 14.75%
$32.3K - $36.5K
3.79K $339K
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
479
+ 1.39%
$31.7K - $35.9K
35K $3.13M
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
469
+ 4.48%
$31.1K - $35.2K
10.9K $978K
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
441
+ 0.89%
$29.2K - $33.1K
50K $4.48M
Apr 05, 2023 Q1 2023
Spence Asset Management

BUY
 -
433
+ 26.24%
$28.7K - $32.5K
2.08K $186K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
420
New
$27.8K - $31.5K
420 $37.6K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
418
+ 0.58%
$27.7K - $31.4K
72.4K $6.48M
May 02, 2023 Q1 2023
Financial Counselors Inc

BUY
 -
411
+ 2.23%
$27.2K - $30.8K
18.8K $1.69M
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
405
+ 27.78%
$26.8K - $30.4K
1.86K $167K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
385
+ 1.84%
$25.5K - $28.9K
21.3K $1.9M
May 04, 2023 Q1 2023
Vista Wealth Management Group, LLC

BUY
 -
374
+ 6.34%
$24.8K - $28.1K
6.28K $562K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
370
+ 6.37%
$24.5K - $27.8K
6.18K $553K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
334
New
$22.1K - $25.1K
334 $29.9K
May 02, 2023 Q1 2023
Aaron Wealth Advisors LLC

BUY
 -
325
+ 7.04%
$21.5K - $24.4K
4.94K $442K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
324
+ 1.84%
$21.5K - $24.3K
17.9K $1.6M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
314
+ 2.98%
$20.8K - $23.6K
10.8K $970K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
306
+ 2.17%
$20.3K - $23K
14.4K $1.29M
May 12, 2023 Q1 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
301
+ 7.65%
$19.9K - $22.6K
4.24K $379K
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
300
+ 1.7%
$19.9K - $22.5K
18K $1.61M
May 04, 2023 Q1 2023
Heritage Wealth Advisors

BUY
 -
300
+ 1.94%
$19.9K - $22.5K
15.8K $1.41M
Apr 27, 2023 Q1 2023
Hapanowicz & Associates Financial Services, Inc

BUY
 -
278
+ 1.3%
$18.4K - $20.9K
21.7K $1.94M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
272
+ 2.01%
$18K - $20.4K
13.8K $1.24M
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
271
+ 4.01%
$18K - $20.3K
7.02K $628K

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