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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
33.6K+ 6.05% |
$2.09M - $2.51M
|
588K
$52.6M
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32.6K+ 9.12% |
$2.03M - $2.44M
|
391K
$35M
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
31.1K+ 19.12% |
$1.93M - $2.33M
|
194K
$17.3M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
30.8K+ 77.25% |
$1.92M - $2.31M
|
70.8K
$6.33M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
30.2K+ 80.23% |
$1.87M - $2.26M
|
67.8K
$6.07M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
26.3K+ 26.08% |
$1.63M - $1.97M
|
127K
$11.4M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
26K+ 30.57% |
$1.62M - $1.95M
|
111K
$9.95M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
25.8K+ 169.06% |
$1.6M - $1.93M
|
41K
$3.67M
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
25.6K+ 99.66% |
$1.59M - $1.91M
|
51.2K
$4.59M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
24.8K+ 0.47% |
$1.54M - $1.86M
|
5.29M
$473M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24.8KNew |
$1.54M - $1.85M
|
24.8K
$2.22M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.5K+ 5.32% |
$1.53M - $1.84M
|
486K
$43.5M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.9K+ 2.66% |
$1.49M - $1.79M
|
924K
$82.7M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.9K+ 6.71% |
$1.36M - $1.64M
|
348K
$31.1M
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21.6K+ 202.67% |
$1.35M - $1.62M
|
32.3K
$2.89M
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
21.5K+ 7.6% |
$1.34M - $1.61M
|
305K
$27.3M
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
21.3K+ 1.96% |
$1.33M - $1.6M
|
1.11M
$99.2M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21K+ 360.47% |
$1.31M - $1.57M
|
26.9K
$2.41M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21K+ 9.2% |
$1.3M - $1.57M
|
249K
$22.3M
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
20.4K+ 7.53% |
$1.27M - $1.53M
|
292K
$26.1M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20.1K+ 53.49% |
$1.25M - $1.5M
|
57.5K
$5.15M
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
20KNew |
$1.24M - $1.5M
|
20K
$1.79M
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
20K+ 96.32% |
$1.24M - $1.49M
|
40.7K
$3.64M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
19.8K+ 42.73% |
$1.23M - $1.48M
|
66.2K
$5.92M
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
19.8KNew |
$1.23M - $1.48M
|
19.8K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.6K+ 2.3% |
$1.22M - $1.47M
|
874K
$78.2M
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
19.3KNew |
$1.2M - $1.44M
|
19.3K
$1.72M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19.2KNew |
$1.2M - $1.44M
|
19.2K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
19.2K+ 9.4% |
$1.19M - $1.43M
|
223K
$20M
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
18.3K+ 7.89% |
$1.14M - $1.37M
|
250K
$22.4M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.3K+ 115.14% |
$1.14M - $1.37M
|
34.2K
$3.06M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
16.9KNew |
$1.05M - $1.27M
|
16.9K
$1.51M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$1.03M - $1.24M
|
16.6K
$1.49M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.3K+ 8.73% |
$1.02M - $1.22M
|
204K
$18.2M
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
16.3K+ 175.09% |
$1.01M - $1.22M
|
25.6K
$2.29M
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
16.1K+ 5.38% |
$1M - $1.21M
|
316K
$28.3M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16K+ 302.79% |
$997K - $1.2M
|
21.3K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.7K+ 151.9% |
$975K - $1.17M
|
26K
$2.33M
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
15.4KNew |
$956K - $1.15M
|
15.4K
$1.38M
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
15.3K+ 1.04% |
$949K - $1.14M
|
1.49M
$133M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15.2KNew |
$944K - $1.14M
|
15.2K
$1.36M
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
15.1K+ 85.26% |
$939K - $1.13M
|
32.8K
$2.94M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.8K+ 315.98% |
$858K - $1.03M
|
18.2K
$1.63M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
13.4K+ 34.88% |
$835K - $1M
|
51.9K
$4.65M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
13K+ 8.82% |
$808K - $973K
|
161K
$14.4M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13K+ 6.62% |
$806K - $970K
|
209K
$18.7M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.8K+ 5.25% |
$795K - $957K
|
256K
$22.9M
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
12.2K+ 3.36% |
$758K - $912K
|
375K
$33.6M
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
11.6K+ 22.2% |
$723K - $870K
|
64K
$5.73M
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$713K - $858K
|
11.5K
$1.03M
|