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 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.86K+ 37.73% |
$260K - $282K
|
14.1K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.85KNew |
$260K - $281K
|
3.85K
$354K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.85KNew |
$260K - $281K
|
3.85K
$354K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.84K+ 3.05% |
$259K - $280K
|
130K
$11.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.84K+ 7.21% |
$259K - $280K
|
57K
$5.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.83K+ 51.44% |
$258K - $279K
|
11.3K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.76K+ 28.23% |
$254K - $275K
|
17.1K
$1.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.71K+ 4.18% |
$251K - $271K
|
92.5K
$8.52M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
3.63K+ 12.45% |
$245K - $265K
|
32.8K
$3.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.58KNew |
$241K - $261K
|
3.58K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.43K+ 57.88% |
$232K - $251K
|
9.36K
$862K
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
3.42KNew |
$230K - $249K
|
3.42K
$314K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
3.4K+ 10.36% |
$229K - $248K
|
36.2K
$3.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.28KNew |
$221K - $239K
|
3.28K
$302K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 22.21% |
$219K - $237K
|
17.9K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.23K+ 0.18% |
$218K - $236K
|
1.81M
$167M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.23K+ 82.55% |
$218K - $236K
|
7.14K
$658K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.19KNew |
$216K - $233K
|
3.19K
$294K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.19K+ 1.14% |
$215K - $233K
|
284K
$26.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.14KNew |
$212K - $229K
|
3.14K
$289K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.14KNew |
$212K - $229K
|
3.14K
$289K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.13KNew |
$211K - $229K
|
3.13K
$288K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
3.1KNew |
$209K - $227K
|
3.1K
$286K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.08K+ 58.05% |
$208K - $225K
|
8.37K
$771K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.06K+ 31.74% |
$207K - $224K
|
12.7K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.03KNew |
$205K - $221K
|
3.03K
$279K
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3.01KNew |
$203K - $220K
|
3.01K
$277K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.96K+ 59.36% |
$200K - $216K
|
7.94K
$731K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.96KNew |
$200K - $216K
|
2.96K
$272K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.96KNew |
$199K - $216K
|
2.96K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.95KNew |
$199K - $216K
|
2.95K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.89K+ 18.19% |
$195K - $211K
|
18.8K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.88K+ 2.8% |
$194K - $210K
|
106K
$9.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.87KNew |
$194K - $210K
|
2.87K
$264K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.86KNew |
$193K - $209K
|
2.86K
$263K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.85KNew |
$192K - $208K
|
2.85K
$262K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.8KNew |
$189K - $205K
|
2.8K
$258K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.8KNew |
$189K - $204K
|
2.8K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
2.8KNew |
$189K - $204K
|
2.8K
$258K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.77KNew |
$187K - $203K
|
2.77K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.71K+ 9.09% |
$183K - $198K
|
32.5K
$2.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.63K+ 43833.33% |
$177K - $192K
|
2.64K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.58K+ 321.82% |
$174K - $188K
|
3.38K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.45K+ 1225.0% |
$165K - $179K
|
2.65K
$244K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.32K+ 3.11% |
$157K - $170K
|
77K
$7.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
2.32KNew |
$157K - $169K
|
2.32K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.24K+ 1.18% |
$151K - $164K
|
193K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
2.22KNew |
$150K - $162K
|
2.22K
$204K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.19K+ 8.72% |
$148K - $160K
|
27.4K
$2.52M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.05KNew |
$138K - $150K
|
2.05K
$189K
|