Purchases and Sales Made in Q2 2023 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q2 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 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-5.34K- 8.34% |
$360K - $390K
|
58.7K
$5.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-5.37K- 4.51% |
$362K - $392K
|
114K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.39K- 6.56% |
$364K - $393K
|
76.7K
$7.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.47K- 3.17% |
$369K - $400K
|
167K
$15.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.71K- 16.04% |
$386K - $417K
|
29.9K
$2.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.8K- 17.07% |
$391K - $424K
|
28.2K
$2.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.89K- 78.72% |
$397K - $430K
|
1.59K
$147K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.98K- 9.63% |
$404K - $437K
|
56.1K
$5.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.03K- 18.21% |
$407K - $441K
|
27.1K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.12K- 15.53% |
$413K - $447K
|
33.3K
$3.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.81K- 15.6% |
$459K - $497K
|
36.8K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6.93K- 18.45% |
$468K - $506K
|
30.6K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.11K- 10.38% |
$480K - $519K
|
61.3K
$5.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-7.27K- 17.97% |
$490K - $531K
|
33.2K
$3.07M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.37K- 7.71% |
$497K - $538K
|
88.2K
$8.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-7.74K- 30.13% |
$522K - $565K
|
17.9K
$1.66M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.8K- 33.1% |
$527K - $570K
|
15.8K
$1.46M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-8.03K- 52.78% |
$542K - $586K
|
7.18K
$665K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.48K- 9.01% |
$572K - $619K
|
85.6K
$7.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.74K- 4.84% |
$590K - $639K
|
172K
$15.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.99K- 1.12% |
$606K - $656K
|
793K
$73.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.29K- 5.88% |
$627K - $679K
|
149K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9.57K- 4.68% |
$646K - $699K
|
195K
$18M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-10.1K- 10.33% |
$681K - $736K
|
87.5K
$8.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-10.1K- 6.78% |
$682K - $737K
|
139K
$12.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-10.2K- 1.06% |
$688K - $745K
|
948K
$87.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.6K- 4.41% |
$716K - $775K
|
230K
$21.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-10.7K- 9.97% |
$719K - $778K
|
96.2K
$8.91M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11K- 68.83% |
$743K - $804K
|
4.98K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12K- 3.89% |
$810K - $877K
|
296K
$27.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-12.5K- 10.19% |
$844K - $913K
|
110K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12.6K- 36.22% |
$853K - $923K
|
22.3K
$2.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-12.7K- 28.01% |
$860K - $931K
|
32.8K
$3.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-13.1K- 20.98% |
$884K - $956K
|
49.3K
$4.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-13.1K- 16.52% |
$884K - $957K
|
66.2K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.3K- 1.38% |
$900K - $974K
|
954K
$88.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.4K- 9.54% |
$904K - $978K
|
127K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.7K- 6.97% |
$925K - $1M
|
183K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.7K- 2.51% |
$927K - $1M
|
534K
$49.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-14.1K- 2.05% |
$949K - $1.03M
|
672K
$62.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-14.9K- 75.65% |
$1.01M - $1.09M
|
4.8K
$445K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-15.5K- 10.83% |
$1.04M - $1.13M
|
127K
$11.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-16.4K- 1.78% |
$1.11M - $1.2M
|
905K
$83.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-17.4K- 60.38% |
$1.17M - $1.27M
|
11.4K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17.5K- 42.7% |
$1.18M - $1.28M
|
23.4K
$2.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-17.8K- 5.27% |
$1.2M - $1.3M
|
320K
$29.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-20.9K- 0.91% |
$1.41M - $1.53M
|
2.27M
$211M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-21.3K- 9.04% |
$1.44M - $1.55M
|
214K
$19.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21.3K- 38.76% |
$1.44M - $1.56M
|
33.7K
$3.12M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-22K- 12.17% |
$1.48M - $1.6M
|
159K
$14.7M
|