Purchases and Sales Made in Q3 2023 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 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
Aug 22, 2024 Q3 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
566
+ 1.09%
$38.8K - $43K
52.7K $4.71M
Nov 09, 2023 Q3 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
549
+ 0.71%
$37.6K - $41.7K
78.1K $6.99M
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
547
+ 3.56%
$37.5K - $41.5K
15.9K $1.43M
Oct 16, 2023 Q3 2023
Pfw Advisors LLC

Atlanta, GA
BUY
 -
538
+ 0.26%
$36.9K - $40.8K
206K $18.4M
Nov 14, 2023 Q3 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
537
+ 7.54%
$36.8K - $40.8K
7.66K $685K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
512
+ 1.44%
$35.1K - $38.9K
36.1K $3.23M
Dec 11, 2023 Q3 2023
Wesbanco Bank Inc

BUY
 -
508
+ 0.83%
$34.8K - $38.6K
61.5K $5.5M
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
504
+ 5.34%
$34.5K - $38.3K
9.94K $890K
Oct 26, 2023 Q3 2023
Duncker Streett & CO Inc

BUY
 -
500
+ 4.9%
$34.3K - $38K
10.7K $959K
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
483
+ 4.88%
$33.1K - $36.7K
10.4K $930K
Nov 13, 2023 Q3 2023
Anson Capital, Inc.

BUY
 -
441
+ 7.23%
$30.2K - $33.5K
6.54K $585K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
437
+ 19.31%
$30K - $33.2K
2.7K $242K
Oct 17, 2023 Q3 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
432
+ 0.89%
$29.6K - $32.8K
49.2K $4.4M
Nov 14, 2023 Q3 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
425
+ 1.62%
$29.1K - $32.3K
26.7K $2.39M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
420
+ 12.86%
$28.8K - $31.9K
3.69K $330K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
417
New
$28.6K - $31.7K
417 $37.3K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
411
New
$28.2K - $31.2K
411 $36.8K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
407
+ 166.12%
$27.9K - $30.9K
652 $58.4K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
406
+ 1.03%
$27.8K - $30.8K
39.9K $3.57M
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
400
+ 4.09%
$27.4K - $30.4K
10.2K $912K
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
400
+ 2.84%
$27.4K - $30.4K
14.5K $1.3M
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
400
+ 1.33%
$27.4K - $30.4K
30.5K $2.73M
Oct 24, 2023 Q3 2023
Canvas Wealth Advisors, LLC

BUY
 -
373
+ 5.77%
$25.6K - $28.3K
6.84K $612K
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
370
+ 5.92%
$25.4K - $28.1K
6.62K $592K
Oct 05, 2023 Q3 2023
Harbour Capital Advisors, LLC

BUY
 -
369
+ 6.36%
$25.3K - $28K
6.17K $552K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
366
New
$25.1K - $27.8K
366 $32.8K
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

BUY
 -
360
+ 1.38%
$24.7K - $27.3K
26.5K $2.37M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
351
+ 4.25%
$24.1K - $26.6K
8.62K $771K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
351
+ 2.49%
$24.1K - $26.6K
14.4K $1.29M
Oct 26, 2023 Q3 2023
Clear Harbor Asset Management, LLC

BUY
 -
343
+ 2.01%
$23.5K - $26K
17.4K $1.56M
Nov 14, 2023 Q3 2023
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
342
+ 2.01%
$23.4K - $26K
17.3K $1.55M
Oct 27, 2023 Q3 2023
Princeton Global Asset Management LLC

BUY
 -
332
New
$22.8K - $25.2K
332 $29.7K
Nov 07, 2023 Q3 2023
Conservest Capital Advisors, Inc.

BUY
 -
316
+ 0.43%
$21.7K - $24K
73K $6.53M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
315
+ 1.59%
$21.6K - $23.9K
20.2K $1.81M
Oct 31, 2023 Q3 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
301
+ 3.32%
$20.6K - $22.8K
9.36K $838K
Nov 08, 2023 Q3 2023
Davidson Trust CO

BUY
 -
282
+ 0.74%
$19.3K - $21.4K
38.6K $3.45M
Nov 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
268
+ 8.54%
$18.4K - $20.3K
3.41K $305K
Nov 13, 2023 Q3 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
268
+ 3.46%
$18.4K - $20.3K
8.01K $717K
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
262
+ 7.72%
$18K - $19.9K
3.65K $327K
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
253
+ 275.0%
$17.3K - $19.2K
345 $30.9K
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
247
+ 2.64%
$16.9K - $18.7K
9.61K $860K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
240
New
$16.4K - $18.2K
240 $21.5K
Nov 03, 2023 Q3 2023
Rkl Wealth Management LLC

BUY
 -
233
+ 1.61%
$16K - $17.7K
14.7K $1.31M
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
224
New
$15.4K - $17K
224 $20K
Oct 31, 2023 Q3 2023
Abbrea Capital, LLC

BUY
 -
223
+ 0.83%
$15.3K - $16.9K
27.1K $2.42M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
220
+ 5.76%
$15.1K - $16.7K
4.04K $362K
Oct 19, 2023 Q3 2023
Flagship Private Wealth, LLC

BUY
 -
219
+ 4.39%
$15K - $16.6K
5.2K $466K
Oct 17, 2023 Q3 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
219
+ 5.22%
$15K - $16.6K
4.41K $395K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
218
+ 2.07%
$14.9K - $16.5K
10.8K $964K

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