Purchases and Sales Made in Q4 2023 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-27- 0.31% |
$1.75K - $2.11K
|
8.66K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-27- 0.32% |
$1.75K - $2.11K
|
8.43K
$755K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-27- 0.25% |
$1.75K - $2.11K
|
10.6K
$948K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-30- 0.73% |
$1.95K - $2.35K
|
4.08K
$366K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-30- 0.34% |
$1.95K - $2.35K
|
8.77K
$785K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-30- 0.34% |
$1.95K - $2.35K
|
8.74K
$782K
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-30- 0.21% |
$1.95K - $2.35K
|
14.1K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-31- 0.43% |
$2.01K - $2.43K
|
7.17K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-34- 36.17% |
$2.2K - $2.66K
|
60
$5.37K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-35- 0.19% |
$2.27K - $2.74K
|
18.6K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-35- 3.16% |
$2.27K - $2.74K
|
1.07K
$96.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-37- 0.06% |
$2.4K - $2.9K
|
61.5K
$5.5M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-37- 1.11% |
$2.4K - $2.9K
|
3.3K
$295K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-37- 0.1% |
$2.4K - $2.9K
|
36.8K
$3.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-41- 1.12% |
$2.66K - $3.21K
|
3.61K
$323K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-42- 0.44% |
$2.72K - $3.29K
|
9.54K
$854K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-46- 1.12% |
$2.98K - $3.6K
|
4.07K
$364K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-48- 0.52% |
$3.11K - $3.76K
|
9.15K
$819K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-55- 0.31% |
$3.57K - $4.3K
|
17.7K
$1.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-57- 3.32% |
$3.7K - $4.46K
|
1.66K
$148K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-57- 0.16% |
$3.7K - $4.46K
|
35.2K
$3.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-59- 1.3% |
$3.83K - $4.62K
|
4.48K
$401K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-59- 0.09% |
$3.83K - $4.62K
|
64.5K
$5.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-60- 1.03% |
$3.89K - $4.7K
|
5.78K
$517K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-60- 1.65% |
$3.89K - $4.7K
|
3.57K
$320K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-60- 0.96% |
$3.89K - $4.7K
|
6.2K
$555K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-69- 6.24% |
$4.47K - $5.4K
|
1.04K
$92.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-70- 0.12% |
$4.54K - $5.48K
|
56.2K
$5.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-71- 4.41% |
$4.6K - $5.56K
|
1.54K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-76- 0.61% |
$4.93K - $5.95K
|
12.4K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-76- 0.14% |
$4.93K - $5.95K
|
53.8K
$4.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-83- 2.12% |
$5.38K - $6.5K
|
3.84K
$343K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-88- 32.59% |
$5.71K - $6.89K
|
182
$16.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-88- 1.6% |
$5.71K - $6.89K
|
5.41K
$484K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-89- 2.37% |
$5.77K - $6.97K
|
3.67K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-89- 1.01% |
$5.77K - $6.97K
|
8.75K
$783K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-92- 1.76% |
$5.97K - $7.2K
|
5.14K
$460K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-92- 0.47% |
$5.97K - $7.2K
|
19.3K
$1.73M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-99- 0.62% |
$6.42K - $7.75K
|
15.8K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 0.12% |
$6.48K - $7.83K
|
80K
$7.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-100- 1.43% |
$6.48K - $7.83K
|
6.89K
$617K
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-110- 3.01% |
$7.13K - $8.61K
|
3.54K
$317K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-111- 1.29% |
$7.2K - $8.69K
|
8.5K
$761K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-113- 0.48% |
$7.33K - $8.84K
|
23.4K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-117- 6.46% |
$7.59K - $9.16K
|
1.69K
$152K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-119- 1.06% |
$7.72K - $9.31K
|
11.2K
$998K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-120- 0.64% |
$7.78K - $9.39K
|
18.6K
$1.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-124- 3.95% |
$8.04K - $9.71K
|
3.01K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-128- 4.92% |
$8.3K - $10K
|
2.47K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-130- 1.21% |
$8.43K - $10.2K
|
10.6K
$952K
|