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
Oct 25, 2022 Q3 2022
First Merchants Corp

BUY
 -
2.05K
+ 2.06%
$128K - $154K
102K $9.09M
Nov 08, 2022 Q3 2022
Old North State Trust, LLC

Greensboro, NC
BUY
 -
1.98K
New
$123K - $148K
1.98K $177K
Nov 10, 2022 Q3 2022
Carl P. Sherr & Co., LLC

BUY
 -
1.97K
+ 14.45%
$122K - $147K
15.6K $1.4M
Nov 10, 2022 Q3 2022
Goelzer Investment Management, Inc.

BUY
 -
1.94K
+ 7.94%
$121K - $145K
26.4K $2.36M
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
1.91K
New
$119K - $143K
1.91K $171K
Nov 14, 2022 Q3 2022
Mycio Wealth Partners, LLC

BUY
 -
1.87K
+ 3.97%
$116K - $140K
48.8K $4.37M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.85K
+ 44.43%
$115K - $138K
6.01K $538K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
1.82K
+ 15.24%
$113K - $136K
13.8K $1.23M
Oct 18, 2022 Q3 2022
Mill Capital Management, LLC

BUY
 -
1.8K
+ 25.74%
$112K - $135K
8.79K $787K
Oct 24, 2022 Q3 2022
Clear Harbor Asset Management, LLC

BUY
 -
1.8K
+ 14.24%
$112K - $134K
14.4K $1.29M
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
1.71K
+ 1.17%
$106K - $128K
149K $13.3M
Nov 04, 2022 Q3 2022
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
1.68K
+ 2.91%
$105K - $126K
59.5K $5.32M
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.68K
+ 175.92%
$104K - $126K
2.64K $236K
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.68K
+ 8.14%
$104K - $126K
22.3K $2M
Nov 03, 2022 Q3 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1.67K
+ 0.38%
$104K - $125K
437K $39.1M
Oct 12, 2022 Q3 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
1.59K
+ 1.32%
$98.8K - $119K
122K $10.9M
Nov 08, 2022 Q3 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.58K
+ 13.76%
$98.3K - $118K
13.1K $1.17M
Nov 03, 2022 Q3 2022
Slate Stone Wealth, LLC

BUY
 -
1.58K
+ 22.68%
$97.9K - $118K
8.52K $763K
Oct 17, 2022 Q3 2022
Peterson Financial Group, Inc.

BUY
 -
1.57K
+ 8.41%
$97.3K - $117K
20.2K $1.81M
Oct 26, 2022 Q3 2022
New England Professional Planning Group Inc.

BUY
 -
1.56K
+ 22.16%
$96.6K - $116K
8.57K $767K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
1.55K
+ 1.35%
$96.5K - $116K
116K $10.4M
Oct 24, 2022 Q3 2022
Fundamentun, LLC

Beachwood, OH
BUY
 -
1.53K
+ 8.75%
$95.2K - $115K
19K $1.7M
Oct 18, 2022 Q3 2022
Cahaba Wealth Management, Inc.

BUY
 -
1.53K
+ 2.34%
$94.9K - $114K
66.7K $5.97M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.45K
+ 46.34%
$90.4K - $109K
4.59K $411K
Oct 12, 2022 Q3 2022
Sawtooth Solutions, LLC

BUY
 -
1.4K
+ 8.87%
$87.3K - $105K
17.2K $1.54M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.39K
+ 3.0%
$86.1K - $104K
47.7K $4.26M
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
1.36K
+ 5.25%
$84.3K - $102K
27.2K $2.44M
Oct 21, 2022 Q3 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
1.32K
+ 0.63%
$82.3K - $99.1K
211K $18.9M
Oct 21, 2022 Q3 2022
Investment Partners, Ltd.

BUY
 -
1.27K
+ 36.63%
$79K - $95.1K
4.74K $424K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
1.25K
New
$77.8K - $93.7K
1.25K $112K
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1.25K
New
$77.7K - $93.5K
1.25K $112K
Nov 04, 2022 Q3 2022
Winthrop Advisory Group LLC

BUY
 -
1.25K
+ 7.19%
$77.6K - $93.5K
18.6K $1.67M
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
1.21K
+ 1.23%
$75.3K - $90.7K
99.5K $8.9M
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
1.21K
+ 1.23%
$75.3K - $90.7K
99.5K $8.9M
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
1.17K
+ 5.71%
$72.5K - $87.3K
21.6K $1.93M
Nov 14, 2022 Q3 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.11K
+ 20.61%
$69.1K - $83.2K
6.51K $582K
Oct 19, 2022 Q3 2022
Foundations Investment Advisors, LLC

BUY
 -
1.1K
+ 30.3%
$68.2K - $82.1K
4.72K $422K
Nov 03, 2022 Q3 2022
Columbia Asset Management

Ann Arbor, MI
BUY
 -
1.08K
+ 9.77%
$67.1K - $80.8K
12.1K $1.09M
Nov 09, 2022 Q3 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.06K
+ 6.01%
$65.9K - $79.4K
18.7K $1.67M
Oct 27, 2022 Q3 2022
Osborne Partners Capital Management, LLC

BUY
 -
1.05K
+ 23.13%
$65.3K - $78.6K
5.59K $500K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
1.02K
New
$63.5K - $76.4K
1.02K $91.4K
Jan 19, 2023 Q3 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
936
+ 142.68%
$58.2K - $70K
1.59K $142K
Oct 21, 2022 Q3 2022
Lake Street Financial LLC

BUY
 -
925
+ 1.14%
$57.5K - $69.2K
82.4K $7.37M
Feb 03, 2023 Q3 2022
Foster Dykema Cabot & CO Inc

BUY
 -
917
+ 8.4%
$57K - $68.6K
11.8K $1.06M
Oct 20, 2022 Q3 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
916
+ 3.4%
$56.9K - $68.5K
27.9K $2.5M
Oct 17, 2022 Q3 2022
Rocky Mountain Advisers, LLC

BUY
 -
905
+ 628.47%
$56.2K - $67.7K
1.05K $93.9K
Nov 14, 2022 Q3 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
900
+ 7.56%
$55.9K - $67.3K
12.8K $1.15M
Oct 20, 2022 Q3 2022
Central Bank & Trust CO

BUY
 -
894
+ 10.1%
$55.6K - $66.9K
9.75K $872K
Oct 17, 2022 Q3 2022
Btc Capital Management, Inc.

BUY
 -
874
+ 1.42%
$54.3K - $65.4K
62.4K $5.58M

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