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 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2- 0.02% |
$124 - $150
|
8.27K
$740K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2- -0.0% |
$124 - $150
|
47.3K
$4.23M
|
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-3- 0.07% |
$186 - $224
|
4.49K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.02% |
$311 - $374
|
21.9K
$1.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.17% |
$373 - $449
|
3.59K
$321K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-9- 0.15% |
$559 - $673
|
6.03K
$540K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-9- 0.01% |
$559 - $673
|
108K
$9.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 0.14% |
$622 - $748
|
7.36K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-10- 0.17% |
$622 - $748
|
5.84K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-10- 0.03% |
$622 - $748
|
35.5K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12- 0.15% |
$746 - $898
|
7.79K
$697K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-13- 0.22% |
$808 - $973
|
5.84K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-14- 0.25% |
$870 - $1.05K
|
5.57K
$499K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-15- 0.13% |
$932 - $1.12K
|
11.8K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-16- 0.95% |
$994 - $1.2K
|
1.67K
$149K
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-18- 0.23% |
$1.12K - $1.35K
|
7.75K
$694K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-20- 0.13% |
$1.24K - $1.5K
|
15.4K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-20- 51.28% |
$1.24K - $1.5K
|
19
$1.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-24- 0.85% |
$1.49K - $1.8K
|
2.8K
$251K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25- 0.24% |
$1.55K - $1.87K
|
10.4K
$929K
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-25- 0.36% |
$1.55K - $1.87K
|
6.99K
$625K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-26- 0.17% |
$1.62K - $1.95K
|
15.1K
$1.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 0.23% |
$1.62K - $1.95K
|
11.2K
$1M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-27- 3.6% |
$1.68K - $2.02K
|
722
$64.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-28- 0.63% |
$1.74K - $2.09K
|
4.38K
$392K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-30- 0.19% |
$1.86K - $2.24K
|
15.5K
$1.39M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-32- 33.68% |
$1.99K - $2.39K
|
63
$5.64K
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-35- 0.94% |
$2.18K - $2.62K
|
3.69K
$330K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-39- 20.74% |
$2.42K - $2.92K
|
149
$13.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-39- 0.81% |
$2.42K - $2.92K
|
4.75K
$425K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-40- 0.95% |
$2.49K - $2.99K
|
4.16K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-40- 0.18% |
$2.49K - $2.99K
|
21.9K
$1.96M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-43- 0.04% |
$2.67K - $3.22K
|
109K
$9.75M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-46- 0.24% |
$2.86K - $3.44K
|
18.7K
$1.68M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-47- 0.64% |
$2.92K - $3.52K
|
7.31K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-50- 0.32% |
$3.11K - $3.74K
|
15.8K
$1.41M
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-51- 0.53% |
$3.17K - $3.82K
|
9.56K
$855K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-52- 0.64% |
$3.23K - $3.89K
|
8.01K
$717K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-58- 0.41% |
$3.6K - $4.34K
|
14.2K
$1.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-60- 1.07% |
$3.73K - $4.49K
|
5.54K
$496K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-62- 0.77% |
$3.85K - $4.64K
|
7.97K
$714K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-71- 6.64% |
$4.41K - $5.31K
|
999
$89.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-74- 0.43% |
$4.6K - $5.54K
|
17.3K
$1.55M
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-75- 0.41% |
$4.66K - $5.61K
|
18.4K
$1.64M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-76- 1.49% |
$4.72K - $5.69K
|
5.02K
$449K
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-78- 1.42% |
$4.85K - $5.84K
|
5.4K
$483K
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-80- 0.45% |
$4.97K - $5.99K
|
17.7K
$1.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-87- 0.5% |
$5.41K - $6.51K
|
17.3K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-94- 0.37% |
$5.84K - $7.03K
|
25.2K
$2.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-97- 0.43% |
$6.03K - $7.26K
|
22.6K
$2.02M
|