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 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-22.4K- 25.2% |
$1.51M - $1.64M
|
66.6K
$6.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23K- 3.97% |
$1.55M - $1.68M
|
557K
$51.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-23.4K- 62.23% |
$1.58M - $1.71M
|
14.2K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-26.6K- 14.92% |
$1.8M - $1.95M
|
152K
$14M
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-27.2K- 52.36% |
$1.83M - $1.99M
|
24.7K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-27.6K- 3.18% |
$1.86M - $2.02M
|
840K
$77.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.4K- 2.2% |
$1.98M - $2.15M
|
1.31M
$120M
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-30.8K- 3.12% |
$2.08M - $2.25M
|
956K
$88M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-31.5K- 15.05% |
$2.12M - $2.3M
|
178K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-31.5K- 18.19% |
$2.13M - $2.3M
|
142K
$13.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-34.2K- 92.33% |
$2.31M - $2.5M
|
2.84K
$261K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-34.3K- 1.79% |
$2.32M - $2.51M
|
1.88M
$173M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-37K- 36.68% |
$2.5M - $2.7M
|
63.8K
$5.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-38.4K- 47.91% |
$2.59M - $2.8M
|
41.8K
$3.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-39.7K- 92.03% |
$2.68M - $2.9M
|
3.44K
$316K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-41.3K- 7.18% |
$2.79M - $3.02M
|
534K
$49.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-48.7K- 2.33% |
$3.28M - $3.55M
|
2.04M
$188M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-52.8K- 37.65% |
$3.56M - $3.86M
|
87.4K
$8.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-56.9K- 1.43% |
$3.84M - $4.15M
|
3.91M
$360M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-60.5K- 1.79% |
$4.08M - $4.41M
|
3.31M
$305M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-60.5K- 1.79% |
$4.08M - $4.41M
|
3.31M
$305M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64.4K- 23.12% |
$4.35M - $4.7M
|
214K
$19.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-64.6K- 19.66% |
$4.36M - $4.72M
|
264K
$24.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-69.7K- 1.19% |
$4.7M - $5.09M
|
5.77M
$532M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-78.1K- 19.16% |
$5.27M - $5.71M
|
330K
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-81K- 70.08% |
$5.47M - $5.91M
|
34.6K
$3.18M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-81.3K- 10.43% |
$5.49M - $5.94M
|
698K
$64.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-82.7K- 2.89% |
$5.58M - $6.04M
|
2.78M
$256M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-87K- 21.43% |
$5.87M - $6.36M
|
319K
$29.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150K- 19.58% |
$10.1M - $10.9M
|
614K
$56.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-192K- 2.13% |
$12.9M - $14M
|
8.81M
$811M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-250K- 95.0% |
$16.9M - $18.3M
|
13.2K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-255K- 0.44% |
$17.2M - $18.6M
|
57M
$5.25B
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-296K- 80.24% |
$20M - $21.6M
|
72.9K
$6.72M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-395K- 35.99% |
$26.6M - $28.8M
|
702K
$64.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-395K- 26.07% |
$26.7M - $28.9M
|
1.12M
$103M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-424K- 2.69% |
$28.6M - $31M
|
15.3M
$1.41B
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-695K- 17.17% |
$46.9M - $50.8M
|
3.35M
$309M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-726K- 98.75% |
$49M - $53M
|
9.17K
$845K
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-937K- 44.67% |
$63.2M - $68.4M
|
1.16M
$107M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.4M- 18.93% |
$94.4M - $102M
|
5.99M
$551M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.04M- 99.22% |
$137M - $149M
|
16.1K
$1.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.18M- 5.72% |
$147M - $159M
|
35.9M
$3.31B
|