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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
22.5K+ 47.93% |
$1.52M - $1.64M
|
69.3K
$6.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 95.56% |
$1.41M - $1.53M
|
42.9K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
19.9K+ 2.32% |
$1.34M - $1.45M
|
877K
$80.8M
|
|
|
Aug 22, 2023
Q2 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
19.7K+ 398.89% |
$1.33M - $1.44M
|
24.7K
$2.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
19.7K+ 26.69% |
$1.33M - $1.44M
|
93.6K
$8.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.7K+ 7.66% |
$1.33M - $1.44M
|
277K
$25.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
19.5KNew |
$1.32M - $1.43M
|
19.5K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.4KNew |
$1.31M - $1.42M
|
19.4K
$1.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
18.6K+ 34.03% |
$1.25M - $1.36M
|
73.2K
$6.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.5K+ 138.03% |
$1.25M - $1.35M
|
31.9K
$2.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18.1K+ 2.49% |
$1.22M - $1.32M
|
745K
$68.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8K+ 4.17% |
$1.13M - $1.23M
|
419K
$38.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16.4K+ 66.28% |
$1.11M - $1.2M
|
41.2K
$3.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
16.2K+ 5.74% |
$1.09M - $1.18M
|
298K
$27.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.8K+ 310.06% |
$1.06M - $1.15M
|
20.9K
$1.92M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
15.8K+ 5.32% |
$1.06M - $1.15M
|
312K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.8K+ 2.44% |
$996K - $1.08M
|
620K
$57.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.7K+ 42.64% |
$993K - $1.07M
|
49.2K
$4.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
14.3KNew |
$967K - $1.05M
|
14.3K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
13.1K+ 4.39% |
$884K - $956K
|
311K
$28.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.4K+ 67.22% |
$839K - $908K
|
30.9K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
12.4K+ 3.29% |
$835K - $903K
|
389K
$35.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
12.4K+ 31.9% |
$834K - $902K
|
51.1K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
11.9K+ 4.93% |
$803K - $869K
|
253K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.9KNew |
$800K - $866K
|
11.9K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
11.7K+ 1.38% |
$788K - $853K
|
860K
$79.2M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 10.35% |
$786K - $851K
|
124K
$11.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
11.7K+ 10.35% |
$786K - $851K
|
124K
$11.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11.5K+ 1.22% |
$775K - $839K
|
955K
$87.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
11.5K+ 5.16% |
$773K - $837K
|
233K
$21.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.2K+ 2.35% |
$753K - $815K
|
486K
$44.8M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 10.91% |
$750K - $811K
|
113K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$729K - $789K
|
10.8K
$995K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.7K+ 234.94% |
$725K - $784K
|
15.3K
$1.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.5KNew |
$712K - $770K
|
10.5K
$971K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.4K+ 5.04% |
$699K - $757K
|
216K
$19.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.4K+ 0.82% |
$699K - $757K
|
1.27M
$117M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.3K+ 10.55% |
$697K - $754K
|
108K
$9.95M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.79K+ 18.65% |
$661K - $715K
|
62.3K
$5.74M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
9.32KNew |
$629K - $681K
|
9.32K
$858K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
9.14K+ 4.16% |
$617K - $667K
|
229K
$21M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
8.97K+ 2.49% |
$606K - $655K
|
370K
$34M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
8.86KNew |
$598K - $647K
|
8.86K
$816K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.77KNew |
$592K - $640K
|
8.77K
$807K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
8.65KNew |
$584K - $632K
|
8.65K
$796K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
8.32K+ 37.87% |
$561K - $607K
|
30.3K
$2.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.31K+ 48.1% |
$561K - $607K
|
25.6K
$2.36M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8.3K+ 2.86% |
$560K - $606K
|
299K
$27.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.28K+ 51.8% |
$559K - $605K
|
24.3K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.26K+ 25.13% |
$557K - $603K
|
41.1K
$3.79M
|