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 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.21K+ 5.88% |
$554K - $600K
|
148K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.21KNew |
$554K - $599K
|
8.21K
$760K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
8.09K+ 2.75% |
$546K - $591K
|
302K
$28M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.95K+ 2.67% |
$536K - $580K
|
305K
$28.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.9K+ 175.99% |
$533K - $577K
|
12.4K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.31KNew |
$493K - $534K
|
7.31K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.2K+ 0.93% |
$486K - $526K
|
782K
$72.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.19KNew |
$485K - $525K
|
7.19K
$666K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
7.12K+ 6.91% |
$480K - $520K
|
110K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6.84K+ 2.56% |
$462K - $500K
|
274K
$25.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.82K+ 12.14% |
$460K - $498K
|
63K
$5.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.72K+ 0.57% |
$454K - $491K
|
1.18M
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.6KNew |
$445K - $482K
|
6.6K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.47KNew |
$437K - $473K
|
6.47K
$600K
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
6.43KNew |
$434K - $470K
|
6.43K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6.38KNew |
$431K - $466K
|
6.38K
$591K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.03KNew |
$407K - $441K
|
6.03K
$559K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.03K+ 20.51% |
$407K - $440K
|
35.4K
$3.28M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.98K+ 25.43% |
$404K - $437K
|
29.5K
$2.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5.87K+ 62.36% |
$396K - $429K
|
15.3K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.84K+ 1.9% |
$394K - $427K
|
313K
$29M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.78KNew |
$390K - $422K
|
5.78K
$536K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.7K+ 25.94% |
$385K - $416K
|
27.7K
$2.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.6KNew |
$378K - $409K
|
5.6K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.5KNew |
$371K - $402K
|
5.5K
$509K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.32K+ 24.39% |
$359K - $388K
|
27.1K
$2.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
5.3KNew |
$357K - $387K
|
5.3K
$491K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5.27KNew |
$356K - $385K
|
5.27K
$488K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.12KNew |
$345K - $374K
|
5.12K
$474K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.99K+ 27.37% |
$337K - $364K
|
23.2K
$2.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
4.95KNew |
$334K - $362K
|
4.95K
$459K
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.86K+ 28.17% |
$328K - $355K
|
22.1K
$2.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
4.84K+ 23.81% |
$327K - $354K
|
25.2K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.83K+ 2.69% |
$326K - $353K
|
185K
$17.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.77K+ 20.14% |
$322K - $349K
|
28.5K
$2.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
4.74K+ 8.43% |
$320K - $346K
|
61K
$5.65M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
4.66K+ 0.45% |
$314K - $340K
|
1.03M
$95.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.63K+ 2316.0% |
$313K - $338K
|
4.83K
$448K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.52K+ 82.18% |
$305K - $330K
|
10K
$928K
|
|
|
Aug 14, 2023
Q2 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
4.5KNew |
$304K - $329K
|
4.5K
$417K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
4.25K+ 9.35% |
$286K - $310K
|
49.6K
$4.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.22K+ 1134.95% |
$285K - $308K
|
4.59K
$426K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.22K+ 39.64% |
$285K - $308K
|
14.9K
$1.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
4.2KNew |
$283K - $307K
|
4.2K
$389K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.19KNew |
$283K - $306K
|
4.19K
$388K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.16K+ 6.08% |
$280K - $303K
|
72.5K
$6.71M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.12KNew |
$278K - $301K
|
4.12K
$382K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.11KNew |
$277K - $300K
|
4.11K
$381K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.07K+ 9.1% |
$275K - $297K
|
48.8K
$4.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
3.95K+ 11.96% |
$267K - $288K
|
37K
$3.43M
|