Purchases and Sales Made in Q3 2023 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 2023. 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 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-55.4K- 4.95% |
$3.8M - $4.21M
|
1.06M
$95.3M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-62.7K- 8.98% |
$4.3M - $4.76M
|
635K
$56.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-77K- 96.25% |
$5.28M - $5.85M
|
3K
$269K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-83.2K- 8.71% |
$5.7M - $6.32M
|
872K
$78.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-93.2K- 11.09% |
$6.39M - $7.07M
|
747K
$66.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-101K- 3.63% |
$6.92M - $7.66M
|
2.68M
$240M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-106K- 11.65% |
$7.23M - $8.01M
|
801K
$71.7M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-137K- 19.52% |
$9.39M - $10.4M
|
565K
$50.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-148K- 27.73% |
$10.1M - $11.2M
|
386K
$34.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-154KClosed |
$10.5M - $11.7M
|
0
$0
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-166K- 69.04% |
$11.4M - $12.6M
|
74.4K
$6.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-166K- 69.04% |
$11.4M - $12.6M
|
74.4K
$6.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-186K- 14.68% |
$12.8M - $14.1M
|
1.08M
$96.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-248K- 94.16% |
$17M - $18.9M
|
15.4K
$1.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-495K- 6.56% |
$34M - $37.6M
|
7.05M
$631M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-502K- 3.27% |
$34.4M - $38.1M
|
14.8M
$1.33B
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-578K- 95.81% |
$39.6M - $43.8M
|
25.3K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-831K- 2.31% |
$56.9M - $63.1M
|
35.1M
$3.14B
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-942K- 56.78% |
$64.6M - $71.5M
|
717K
$64.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-942K- 56.78% |
$64.6M - $71.5M
|
717K
$64.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.78M- 46.42% |
$259M - $287M
|
4.37M
$391M
|