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 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
322
+ 2.52%
$20K - $24.1K
13.1K $1.17M
Oct 21, 2022 Q3 2022
Hapanowicz & Associates Financial Services, Inc

BUY
 -
296
+ 1.38%
$18.4K - $22.1K
21.7K $1.95M
Oct 13, 2022 Q3 2022
Centerpoint Advisors, LLC

BUY
 -
295
New
$18.3K - $22.1K
295 $26.4K
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
291
+ 5.93%
$18.1K - $21.8K
5.2K $465K
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
275
+ 27.04%
$17.1K - $20.6K
1.29K $116K
Oct 24, 2022 Q3 2022
First Command Financial Services, Inc.

BUY
 -
269
New
$16.7K - $20.1K
269 $24.1K
Oct 24, 2022 Q3 2022
First Command Bank

BUY
 -
269
New
$16.7K - $20.1K
269 $24.1K
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
225
+ 0.86%
$14K - $16.8K
26.3K $2.35M
Oct 20, 2022 Q3 2022
Southern Capital Advisors, LLC

BUY
 -
218
+ 1.5%
$13.5K - $16.3K
14.8K $1.32M
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
216
New
$13.4K - $16.2K
216 $19.3K
Oct 18, 2022 Q3 2022
First American Trust, Fsb

BUY
 -
201
+ 3.04%
$12.5K - $15K
6.82K $610K
Nov 14, 2022 Q3 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
182
+ 1.63%
$11.3K - $13.6K
11.3K $1.01M
Oct 11, 2022 Q3 2022
Norwood Financial Corp

BUY
 -
182
+ 13.97%
$11.3K - $13.6K
1.49K $133K
Nov 10, 2022 Q3 2022
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
180
+ 0.2%
$11.2K - $13.5K
89.2K $7.98M
Nov 01, 2022 Q3 2022
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
171
+ 4.41%
$10.6K - $12.8K
4.05K $362K
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
171
New
$10.6K - $12.8K
171 $15.3K
Nov 08, 2022 Q3 2022
Shelton Wealth Management, LLC

BUY
 -
168
+ 0.11%
$10.4K - $12.6K
159K $14.2M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
157
+ 51.31%
$9.76K - $11.7K
463 $41.4K
Oct 28, 2022 Q3 2022
Northeast Investment Management

BUY
 -
152
+ 3.91%
$9.45K - $11.4K
4.04K $362K
Nov 04, 2022 Q3 2022
Xml Financial, LLC

BUY
 -
135
+ 0.05%
$8.39K - $10.1K
292K $26.1M
Nov 14, 2022 Q3 2022
Neumann Capital Management, LLC

BUY
 -
132
+ 2.52%
$8.2K - $9.88K
5.37K $481K
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

BUY
 -
125
+ 8.93%
$7.77K - $9.35K
1.53K $136K
Oct 13, 2022 Q3 2022
Adirondack Trust CO

BUY
 -
125
+ 3.63%
$7.77K - $9.35K
3.56K $319K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
120
New
$7.46K - $8.98K
120 $10.7K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
120
+ 0.53%
$7.46K - $8.98K
22.6K $2.02M
Nov 02, 2022 Q3 2022
Ifg Advisors, LLC

BUY
 -
117
+ 0.76%
$7.27K - $8.75K
15.4K $1.38M
Oct 27, 2022 Q3 2022
Thoroughbred Financial Services, LLC

BUY
 -
116
+ 0.95%
$7.21K - $8.68K
12.3K $1.1M
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
114
New
$7.09K - $8.53K
114 $10.2K
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
113
+ 1.01%
$7.02K - $8.45K
11.3K $1.01M
Oct 31, 2022 Q3 2022
1900 Wealth Management LLC

BUY
 -
111
+ 0.54%
$6.9K - $8.31K
20.6K $1.84M
Nov 16, 2022 Q3 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
107
+ 2.32%
$6.65K - $8.01K
4.71K $422K
Nov 03, 2022 Q3 2022
Oak Harbor Wealth Partners, LLC

BUY
 -
107
+ 2.76%
$6.65K - $8.01K
3.98K $356K
Oct 17, 2022 Q3 2022
Ellenbecker Investment Group

BUY
 -
100
+ 0.37%
$6.22K - $7.48K
27.1K $2.42M
Oct 19, 2022 Q3 2022
Saxon Interests, Inc.

BUY
 -
99
+ 0.57%
$6.15K - $7.41K
17.6K $1.57M
Nov 15, 2022 Q3 2022
Washington Trust Bank

BUY
 -
89
+ 0.07%
$5.53K - $6.66K
124K $11.1M
Nov 14, 2022 Q3 2022
Hillman Capital Management, Inc.

Bethesda, MD
BUY
 -
85
+ 3.27%
$5.28K - $6.36K
2.69K $240K
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
83
+ 1.03%
$5.16K - $6.21K
8.14K $729K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
77
+ 0.05%
$4.79K - $5.76K
147K $13.2M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
74
+ 29.6%
$4.6K - $5.54K
324 $29K
Nov 14, 2022 Q3 2022
Trexquant Investment LP

Stamford, CT
BUY
 -
70
+ 1.84%
$4.35K - $5.24K
3.88K $347K
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
67
+ 1.44%
$4.16K - $5.01K
4.73K $423K
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
65
+ 0.26%
$4.04K - $4.86K
24.6K $2.2M
Nov 09, 2022 Q3 2022
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
57
+ 0.5%
$3.54K - $4.26K
11.5K $1.02M
Oct 17, 2022 Q3 2022
Perfromance Wealth Partners, LLC

BUY
 -
55
+ 0.52%
$3.42K - $4.12K
10.6K $946K
Oct 11, 2022 Q3 2022
Trust CO

BUY
 -
52
+ 1.24%
$3.23K - $3.89K
4.26K $381K
Nov 09, 2022 Q3 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
49
+ 0.35%
$3.05K - $3.67K
14.1K $1.26M
Nov 10, 2022 Q3 2022
Dakota Wealth Management

BUY
 -
44
+ 0.15%
$2.73K - $3.29K
30K $2.68M
Feb 16, 2023 Q3 2022
Bensler, LLC

Bellevue, WA
BUY
 -
42
+ 0.48%
$2.61K - $3.14K
8.88K $795K
Nov 22, 2022 Q3 2022
Smith Chas P & Associates Pa Cpas

BUY
 -
39
+ 0.5%
$2.42K - $2.92K
7.82K $700K

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