Purchases and Sales Made in Q3 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-498- 7.74% |
$31K - $37.3K
|
5.94K
$531K
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
SELL
|
- |
-517- 5.66% |
$32.1K - $38.7K
|
8.62K
$771K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-517- 2.72% |
$32.1K - $38.7K
|
18.5K
$1.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-542- 3.68% |
$33.7K - $40.6K
|
14.2K
$1.27M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-556- 8.63% |
$34.6K - $41.6K
|
5.88K
$527K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-561- 1.49% |
$34.9K - $42K
|
37K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-565- 28.78% |
$35.1K - $42.3K
|
1.4K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-575- 71.7% |
$35.7K - $43K
|
227
$20.3K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-578- 0.45% |
$35.9K - $43.2K
|
127K
$11.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-580- 0.81% |
$36K - $43.4K
|
71.2K
$6.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-585- 0.81% |
$36.4K - $43.8K
|
71.5K
$6.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-585- 0.52% |
$36.4K - $43.8K
|
112K
$10M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-586- 0.93% |
$36.4K - $43.8K
|
62.8K
$5.62M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-590- 11.31% |
$36.7K - $44.1K
|
4.63K
$414K
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-608- 5.91% |
$37.8K - $45.5K
|
9.68K
$867K
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-610- 9.13% |
$37.9K - $45.6K
|
6.07K
$543K
|
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-620- 10.02% |
$38.5K - $46.4K
|
5.57K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-620- 5.17% |
$38.5K - $46.4K
|
11.4K
$1.02M
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-624- 22.87% |
$38.8K - $46.7K
|
2.1K
$188K
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-644- 0.67% |
$40K - $48.2K
|
95.9K
$8.58M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-651- 6.59% |
$40.5K - $48.7K
|
9.23K
$826K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-655- 2.57% |
$40.7K - $49K
|
24.8K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-665- 1.68% |
$41.3K - $49.8K
|
39K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-700- 0.51% |
$43.5K - $52.4K
|
137K
$12.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-700- 11.57% |
$43.5K - $52.4K
|
5.35K
$479K
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-730- 0.92% |
$45.4K - $54.6K
|
78.7K
$7.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-750- 6.33% |
$46.6K - $56.1K
|
11.1K
$993K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-769- 18.21% |
$47.8K - $57.5K
|
3.45K
$309K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-770- 18.78% |
$47.9K - $57.6K
|
3.33K
$298K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-775- 5.19% |
$48.2K - $58K
|
14.2K
$1.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-784- 3.13% |
$48.7K - $58.7K
|
24.3K
$2.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-810- 0.46% |
$50.3K - $60.6K
|
176K
$15.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-813- 7.93% |
$50.5K - $60.8K
|
9.44K
$845K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-821- 1.83% |
$51K - $61.4K
|
44K
$3.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-825- 1.5% |
$51.3K - $61.7K
|
54.1K
$4.84M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-838- 8.22% |
$52.1K - $62.7K
|
9.35K
$837K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-842- 10.56% |
$52.3K - $63K
|
7.14K
$639K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-868- 0.54% |
$53.9K - $64.9K
|
161K
$14.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-872- 18.86% |
$54.2K - $65.2K
|
3.75K
$336K
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-875- 20.95% |
$54.4K - $65.5K
|
3.3K
$296K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-878- 77.22% |
$54.6K - $65.7K
|
259
$23.2K
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-880- 15.21% |
$54.7K - $65.8K
|
4.91K
$439K
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-900- 17.27% |
$55.9K - $67.3K
|
4.31K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-900- 5.54% |
$55.9K - $67.3K
|
15.3K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-911- 1.1% |
$56.6K - $68.2K
|
81.8K
$7.32M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-911- 10.44% |
$56.6K - $68.2K
|
7.82K
$700K
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-911- 19.89% |
$56.6K - $68.2K
|
3.67K
$328K
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-911- 19.89% |
$56.6K - $68.2K
|
3.67K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-915- 16.34% |
$56.9K - $68.5K
|
4.69K
$419K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-935- 2.27% |
$58.1K - $70K
|
40.2K
$3.6M
|