Purchases and Sales Made in Q3 2022 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 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 07, 2022 Q3 2022
Rossmore Private Capital

Glastonbury, CT
BUY
 -
4.53K
+ 5.37%
$282K - $339K
88.9K $7.95M
Nov 10, 2022 Q3 2022
Cadence Bank

Tupelo, MS
BUY
 -
4.45K
New
$276K - $333K
4.45K $398K
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.43K
+ 4.32%
$276K - $332K
107K $9.58M
Oct 18, 2022 Q3 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
4.37K
New
$272K - $327K
4.37K $391K
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
4.33K
New
$269K - $324K
4.33K $387K
Nov 03, 2022 Q3 2022
Amg National Trust Bank

BUY
 -
4.27K
+ 0.1%
$265K - $319K
4.19M $375M
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
4.24K
New
$264K - $318K
4.24K $380K
Oct 14, 2022 Q3 2022
Montecito Bank & Trust

BUY
 -
4.23K
+ 18.95%
$263K - $316K
26.5K $2.37M
Oct 27, 2022 Q3 2022
Global Strategic Investment Solutions, LLC

BUY
 -
4.23K
New
$263K - $316K
4.23K $378K
Nov 14, 2022 Q3 2022
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
3.98K
New
$247K - $298K
3.98K $356K
Nov 10, 2022 Q3 2022
Stokes Family Office, LLC

BUY
 -
3.84K
New
$239K - $287K
3.84K $344K
Oct 24, 2022 Q3 2022
Platform Technology Partners

BUY
 -
3.8K
New
$236K - $284K
3.8K $340K
Nov 14, 2022 Q3 2022
Baker Avenue Asset Management, LP

BUY
 -
3.78K
New
$235K - $283K
3.78K $338K
Nov 04, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
3.77K
+ 1683.04%
$234K - $282K
3.99K $357K
Oct 24, 2022 Q3 2022
Landmark Wealth Management, LLC

BUY
 -
3.75K
New
$233K - $280K
3.75K $335K
Oct 11, 2022 Q3 2022
Brown Miller Wealth Management, LLC

BUY
 -
3.7K
New
$230K - $277K
3.7K $331K
Nov 14, 2022 Q3 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
3.6K
New
$224K - $269K
3.6K $322K
Oct 11, 2022 Q3 2022
Monterey Private Wealth, Inc.

BUY
 -
3.54K
New
$220K - $265K
3.54K $317K
Nov 14, 2022 Q3 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
3.5K
+ 2.07%
$217K - $262K
173K $15.4M
Oct 05, 2022 Q3 2022
Stillwater Investment Management, LLC

BUY
 -
3.48K
+ 0.96%
$216K - $261K
365K $32.7M
Nov 09, 2022 Q3 2022
High Note Wealth, LLC

Deephaven, MN
BUY
 -
3.38K
New
$210K - $253K
3.38K $302K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
3.34K
+ 0.76%
$208K - $250K
442K $39.6M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
3.33K
New
$207K - $249K
3.33K $298K
Oct 21, 2022 Q3 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
3.27K
+ 8.74%
$203K - $245K
40.7K $3.64M
Nov 10, 2022 Q3 2022
Amplius Wealth Advisors, LLC

BUY
 -
3.26K
New
$202K - $244K
3.26K $292K
Nov 09, 2022 Q3 2022
Sanford Advisory Services, LLC

BUY
 -
3.21K
+ 29.3%
$199K - $240K
14.2K $1.27M
Nov 14, 2022 Q3 2022
Natixis Advisors, L.P.

Boston, MA
BUY
 -
3.09K
+ 6.52%
$192K - $231K
50.4K $4.51M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.04K
+ 40.03%
$189K - $227K
10.6K $951K
Nov 03, 2022 Q3 2022
Hills Bank & Trust CO

BUY
 -
2.96K
New
$184K - $221K
2.96K $265K
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
2.82K
+ 6.9%
$175K - $211K
43.7K $3.91M
Oct 26, 2022 Q3 2022
Balentine LLC

Atlanta, GA
BUY
 -
2.75K
New
$171K - $206K
2.75K $246K
Nov 09, 2022 Q3 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
2.72K
+ 11.39%
$169K - $204K
26.6K $2.38M
Oct 28, 2022 Q3 2022
Welch & Forbes LLC

BUY
 -
2.71K
+ 19.33%
$169K - $203K
16.7K $1.5M
Oct 31, 2022 Q3 2022
Bank Of The West

BUY
 -
2.7K
+ 42.62%
$168K - $202K
9.04K $809K
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
2.63K
New
$164K - $197K
2.63K $236K
Nov 14, 2022 Q3 2022
Zacks Investment Management

Chicago, IL
BUY
 -
2.6K
+ 9.81%
$162K - $195K
29.1K $2.61M
Oct 27, 2022 Q3 2022
Bristlecone Advisors, LLC

BUY
 -
2.51K
+ 1.4%
$156K - $188K
182K $16.3M
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
2.51K
+ 54.66%
$156K - $188K
7.1K $635K
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
2.45K
+ 22.09%
$152K - $183K
13.5K $1.21M
Oct 26, 2022 Q3 2022
Hancock Whitney Corp

BUY
 -
2.45K
+ 39.09%
$152K - $183K
8.71K $780K
Oct 13, 2022 Q3 2022
Vista Private Wealth Partners. LLC

BUY
 -
2.44K
+ 10.38%
$152K - $182K
25.9K $2.32M
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
2.42K
+ 14.64%
$150K - $181K
19K $1.7M
Nov 03, 2022 Q3 2022
Blue Sky Wealth Advisors, LLC

BUY
 -
2.37K
+ 28.41%
$147K - $177K
10.7K $958K
Oct 25, 2022 Q3 2022
Sonata Capital Group Inc

BUY
 -
2.27K
+ 1.17%
$141K - $170K
196K $17.5M
Nov 14, 2022 Q3 2022
Wealthfront Advisers LLC

BUY
 -
2.21K
+ 51.24%
$137K - $165K
6.53K $584K
Oct 14, 2022 Q3 2022
West Bancorporation Inc

BUY
 -
2.2K
+ 1.87%
$136K - $164K
120K $10.7M
Nov 07, 2022 Q3 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
2.07K
+ 7.18%
$128K - $155K
30.8K $2.76M
Oct 07, 2022 Q3 2022
Soa Wealth Advisors, Llc.

BUY
 -
2.06K
+ 10.34%
$128K - $154K
22K $1.97M
Oct 13, 2022 Q3 2022
Sunburst Financial Group, LLC

BUY
 -
2.06K
+ 3.6%
$128K - $154K
59.3K $5.31M

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