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 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5+ 0.11% |
$337 - $365
|
4.73K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.24% |
$337 - $365
|
2.1K
$188K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.09% |
$337 - $365
|
5.78K
$517K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.04% |
$270 - $292
|
8.91K
$797K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.13% |
$270 - $292
|
3.13K
$280K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.04% |
$270 - $292
|
9.51K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.17% |
$270 - $292
|
2.32K
$207K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3+ 0.04% |
$202 - $219
|
7.39K
$661K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
3+ 0.05% |
$202 - $219
|
5.79K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3+ 0.01% |
$202 - $219
|
45.5K
$4.07M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.02% |
$135 - $146
|
12.5K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.06% |
$135 - $146
|
3.6K
$322K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$135 - $146
|
5.16K
$462K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.01% |
$135 - $146
|
13.8K
$1.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.44% |
$135 - $146
|
458
$41K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.02% |
$135 - $146
|
12.5K
$1.12M
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2+ 0.04% |
$135 - $146
|
4.75K
$425K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
8.23K
$737K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.26% |
$67.5 - $73
|
390
$34.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.0% |
$67.5 - $73
|
30.7K
$2.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$67.5 - $73
|
4.88K
$437K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
11K
$982K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1+ 0.0% |
$67.5 - $73
|
52.7K
$4.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
9.92K
$888K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$67.5 - $73
|
3.34K
$298K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
9.15K
$819K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
7.09K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$67.5 - $73
|
11.1K
$990K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$67.5 - $73
|
1.51K
$136K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$67.5 - $73
|
1.53K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$67.5 - $73
|
332
$29.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1- -0.0% |
$67.5 - $73
|
63K
$5.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.06% |
$67.5 - $73
|
1.56K
$140K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 1.08% |
$135 - $146
|
184
$16.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$135 - $146
|
6.47K
$579K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2- 0.01% |
$135 - $146
|
15K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.1% |
$472 - $511
|
7.35K
$657K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-8- 0.25% |
$540 - $584
|
3.16K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-9- 0.25% |
$607 - $657
|
3.56K
$318K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-11- 0.13% |
$742 - $803
|
8.4K
$752K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-11- 0.04% |
$742 - $803
|
29.8K
$2.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-12- 0.16% |
$810 - $876
|
7.64K
$684K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-15- 0.18% |
$1.01K - $1.1K
|
8.33K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-19- 0.08% |
$1.28K - $1.39K
|
25K
$2.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-22- 0.26% |
$1.48K - $1.61K
|
8.37K
$749K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-24- 0.3% |
$1.62K - $1.75K
|
7.89K
$706K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-24- 0.3% |
$1.62K - $1.75K
|
7.89K
$706K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-25- 0.31% |
$1.69K - $1.83K
|
8.07K
$722K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-28- 0.83% |
$1.89K - $2.04K
|
3.34K
$299K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-29- 0.06% |
$1.96K - $2.12K
|
45.4K
$4.06M
|