Purchases and Sales Made in Q2 2023 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
2.03K
+ 1.69%
$137K - $148K
122K $11.3M
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
2.02K
+ 3.06%
$136K - $148K
67.9K $6.26M
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
2K
+ 65.38%
$135K - $146K
5.06K $466K
Aug 14, 2023 Q2 2023
Jordan Park Group LLC

BUY
 -
1.99K
+ 14.79%
$134K - $145K
15.4K $1.42M
Jul 31, 2023 Q2 2023
Nadler Financial Group, Inc.

BUY
 -
1.99K
+ 3.24%
$134K - $145K
63.2K $5.82M
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
1.98K
New
$133K - $144K
1.98K $182K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.96K
+ 24.15%
$132K - $143K
10.1K $929K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.92K
+ 4.63%
$129K - $140K
43.3K $3.99M
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
1.9K
+ 2.51%
$128K - $139K
77.6K $7.14M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.87K
+ 49.63%
$126K - $137K
5.65K $520K
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
1.83K
+ 3.97%
$124K - $134K
48K $4.42M
Jul 19, 2023 Q2 2023
Stegner Investment Associates Inc.

BUY
 -
1.83K
+ 0.51%
$123K - $133K
357K $32.9M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
1.82K
+ 0.39%
$123K - $133K
469K $43.2M
Jul 19, 2023 Q2 2023
Signature Estate & Investment Advisors LLC

BUY
 -
1.77K
+ 38.2%
$120K - $130K
6.42K $591K
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
1.74K
+ 2.65%
$117K - $127K
67.2K $6.18M
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
1.72K
+ 7.5%
$116K - $126K
24.7K $2.27M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.72K
+ 16.89%
$116K - $126K
11.9K $1.1M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.72K
New
$116K - $125K
1.72K $158K
Jul 20, 2023 Q2 2023
Nvest Financial, LLC

BUY
 -
1.62K
+ 8.18%
$109K - $118K
21.4K $1.97M
Jul 19, 2023 Q2 2023
Grimes & Company, Inc.

BUY
 -
1.62K
+ 24.63%
$109K - $118K
8.18K $753K
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
1.56K
+ 25.01%
$106K - $114K
7.82K $720K
Aug 08, 2023 Q2 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
1.52K
+ 18.17%
$103K - $111K
9.89K $910K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.52K
+ 1.31%
$103K - $111K
118K $10.8M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.52K
New
$102K - $111K
1.52K $140K
Jul 25, 2023 Q2 2023
Monte Financial Group, LLC

BUY
 -
1.49K
+ 47.76%
$101K - $109K
4.61K $424K
Aug 08, 2023 Q2 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
1.48K
+ 19.59%
$100K - $108K
9.06K $834K
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
1.43K
+ 1.87%
$96.2K - $104K
77.5K $7.13M
Aug 14, 2023 Q2 2023
First Manhattan CO

New York, NY
BUY
 -
1.37K
+ 71.8%
$92.1K - $99.7K
3.27K $301K
Jul 14, 2023 Q2 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
1.36K
+ 21.26%
$91.8K - $99.3K
7.76K $714K
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
1.33K
+ 0.96%
$89.8K - $97.1K
141K $12.9M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.33K
+ 2.34%
$89.6K - $97K
58.2K $5.36M
Aug 14, 2023 Q2 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
1.31K
+ 2.43%
$88.3K - $95.6K
55.1K $5.07M
Aug 28, 2024 Q2 2023
Farmers National Bank

Danville, KY
BUY
 -
1.29K
+ 8.06%
$86.9K - $94.1K
17.3K $1.59M
Jul 21, 2023 Q2 2023
Rmr Wealth Builders

BUY
 -
1.23K
+ 8.22%
$83.1K - $90K
16.2K $1.49M
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

BUY
 -
1.19K
+ 2.06%
$80K - $86.6K
58.8K $5.41M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
1.13K
+ 6.97%
$75.9K - $82.2K
17.3K $1.59M
Jul 20, 2023 Q2 2023
Blb&B Advisors, LLC

BUY
 -
1.06K
+ 13.18%
$71.2K - $77K
9.06K $834K
Aug 11, 2023 Q2 2023
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
1.05K
+ 25.15%
$70.7K - $76.5K
5.22K $480K
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
1.02K
+ 5.76%
$68.6K - $74.3K
18.7K $1.72M
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
1K
+ 4.47%
$67.6K - $73.1K
23.4K $2.15M
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
997
+ 14.25%
$67.3K - $72.8K
8K $736K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
975
New
$65.8K - $71.2K
975 $89.8K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
930
New
$62.8K - $67.9K
930 $85.6K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
923
+ 15.41%
$62.3K - $67.4K
6.91K $636K
Jul 20, 2023 Q2 2023
Birch Hill Investment Advisors LLC

BUY
 -
880
+ 8.87%
$59.4K - $64.3K
10.8K $995K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
825
+ 380.18%
$55.7K - $60.2K
1.04K $95.9K
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
807
+ 10.1%
$54.5K - $58.9K
8.8K $810K
Aug 02, 2023 Q2 2023
Anson Capital, Inc.

BUY
 -
793
+ 14.94%
$53.5K - $57.9K
6.1K $562K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
788
+ 2.53%
$53.2K - $57.5K
31.9K $2.94M

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