Purchases and Sales Made in Q2 2023 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.11K- 17.53% |
$142K - $154K
|
9.9K
$886K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-2.11K- 1.91% |
$143K - $154K
|
109K
$9.72M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-2.16K- 2.21% |
$146K - $157K
|
95.4K
$8.54M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.16K- 1.4% |
$146K - $158K
|
152K
$13.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.16K- 1.14% |
$146K - $158K
|
188K
$16.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 15.95% |
$147K - $159K
|
11.4K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.26K- 1.64% |
$153K - $165K
|
136K
$12.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.27K- 9.05% |
$153K - $166K
|
22.9K
$2.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.33K- 10.18% |
$157K - $170K
|
20.5K
$1.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.37K- 26.42% |
$160K - $173K
|
6.61K
$591K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.38K- 20.33% |
$160K - $173K
|
9.31K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.4K- 35.33% |
$162K - $175K
|
4.39K
$393K
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.51K- 29.04% |
$169K - $183K
|
6.13K
$548K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.54K- 45.44% |
$171K - $185K
|
3.05K
$273K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.55K- 41.05% |
$172K - $186K
|
3.66K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.64K- 33.22% |
$178K - $193K
|
5.3K
$474K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-2.67K- 2.56% |
$180K - $195K
|
102K
$9.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.83K- 2.12% |
$191K - $207K
|
131K
$11.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.9K- 16.2% |
$196K - $212K
|
15K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-2.94K- 8.08% |
$198K - $214K
|
33.4K
$2.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.97K- 26.11% |
$200K - $217K
|
8.4K
$752K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.98K- 20.72% |
$201K - $217K
|
11.4K
$1.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3K- 10.45% |
$203K - $219K
|
25.7K
$2.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.01K- 2.9% |
$203K - $220K
|
101K
$9.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.02K- 27.84% |
$204K - $220K
|
7.82K
$700K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.02K- 18.34% |
$204K - $221K
|
13.5K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.2K- 31.54% |
$216K - $234K
|
6.95K
$622K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-3.22KClosed |
$217K - $235K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.23K- 13.57% |
$218K - $236K
|
20.6K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.27K- 0.59% |
$221K - $239K
|
550K
$49.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.32K- 24.09% |
$224K - $242K
|
10.5K
$936K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.33K- 2.74% |
$225K - $243K
|
118K
$10.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.33K- 3.18% |
$225K - $243K
|
101K
$9.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.38K- 2.73% |
$228K - $247K
|
120K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.4K- 4.67% |
$229K - $248K
|
69.3K
$6.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.77K- 19.65% |
$255K - $276K
|
15.4K
$1.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.8K- 28.19% |
$256K - $277K
|
9.67K
$866K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-3.84K- 56.26% |
$259K - $280K
|
2.98K
$267K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 3.41% |
$260K - $281K
|
109K
$9.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.88K- 10.08% |
$262K - $284K
|
34.6K
$3.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.89K- 12.44% |
$262K - $284K
|
27.4K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.95K- 0.87% |
$267K - $288K
|
450K
$40.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.39K- 0.48% |
$296K - $320K
|
906K
$81.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-4.45K- 36.47% |
$300K - $325K
|
7.75K
$694K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.65K- 2.95% |
$313K - $339K
|
153K
$13.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-4.77K- 8.35% |
$322K - $348K
|
52.3K
$4.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.81K- 5.67% |
$324K - $351K
|
80K
$7.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.93K- 5.0% |
$333K - $360K
|
93.7K
$8.39M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.99K- 2.82% |
$337K - $364K
|
172K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.13K- 80.8% |
$346K - $374K
|
1.22K
$109K
|