Purchases and Sales Made in Q4 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.08KNew |
$191K - $221K
|
3.08K
$275K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.05K+ 23.33% |
$190K - $220K
|
16.1K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.05K+ 23.33% |
$190K - $220K
|
16.1K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$189K - $219K
|
3.05K
$273K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3.03KNew |
$188K - $218K
|
3.03K
$272K
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
3.03KNew |
$188K - $218K
|
3.03K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$188K - $218K
|
3.03K
$271K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
3.02KNew |
$188K - $217K
|
3.02K
$271K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.02KNew |
$187K - $217K
|
3.02K
$270K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.01KNew |
$187K - $217K
|
3.01K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.01KNew |
$187K - $217K
|
3.01K
$270K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
3.01KNew |
$187K - $216K
|
3.01K
$269K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3K+ 90.86% |
$186K - $216K
|
6.31K
$565K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
3KNew |
$186K - $216K
|
3K
$269K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3K+ 45.09% |
$186K - $216K
|
9.65K
$864K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3KNew |
$186K - $216K
|
3K
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.99KNew |
$186K - $215K
|
2.99K
$268K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.98K+ 129.74% |
$185K - $215K
|
5.28K
$473K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$185K - $214K
|
2.98K
$266K
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2.97KNew |
$185K - $214K
|
2.97K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.92KNew |
$181K - $210K
|
2.92K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.91KNew |
$181K - $209K
|
2.91K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.87KNew |
$178K - $206K
|
2.87K
$257K
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.63K+ 3.86% |
$163K - $189K
|
70.7K
$6.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.61K+ 2.35% |
$162K - $188K
|
114K
$10.2M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
2.61KNew |
$162K - $188K
|
2.61K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.54K+ 1.47% |
$158K - $182K
|
175K
$15.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.52K+ 9.54% |
$156K - $181K
|
28.9K
$2.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.45K+ 6.39% |
$152K - $176K
|
40.7K
$3.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.44K+ 0.83% |
$151K - $175K
|
295K
$26.4M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.44K+ 2.66% |
$151K - $175K
|
94.1K
$8.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.44K+ 13.41% |
$151K - $175K
|
20.6K
$1.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.38K+ 4.0% |
$148K - $171K
|
61.9K
$5.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.34K+ 0.53% |
$145K - $168K
|
445K
$39.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.3K+ 17.97% |
$143K - $165K
|
15.1K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.3K+ 7.95% |
$143K - $165K
|
31.2K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.3K+ 69.66% |
$143K - $165K
|
5.59K
$500K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
2.25K+ 1.7% |
$140K - $162K
|
135K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.22K+ 33.97% |
$138K - $159K
|
8.74K
$782K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.2KNew |
$137K - $158K
|
2.2K
$197K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
2.2K+ 37.89% |
$137K - $158K
|
8.01K
$717K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.16KNew |
$134K - $155K
|
2.16K
$193K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.13K+ 19.21% |
$132K - $153K
|
13.2K
$1.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
2.12K+ 2.58% |
$132K - $153K
|
84.5K
$7.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.09KNew |
$130K - $150K
|
2.09K
$187K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.09K+ 1.39% |
$130K - $150K
|
152K
$13.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
2.07K+ 33.6% |
$128K - $149K
|
8.22K
$736K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
2.01K+ 1.83% |
$125K - $144K
|
112K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$124K - $143K
|
2K
$179K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.96K+ 17.17% |
$122K - $141K
|
13.4K
$1.2M
|