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 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
778
+ 18.36%
$52.5K - $56.8K
5.02K $465K
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
762
+ 0.57%
$51.4K - $55.6K
135K $12.5M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
730
+ 12.1%
$49.3K - $53.3K
6.76K $626K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
716
+ 3.27%
$48.3K - $52.3K
22.6K $2.1M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
679
New
$45.8K - $49.6K
679 $62.9K
Aug 03, 2023 Q2 2023
Southern Capital Advisors, LLC

BUY
 -
649
+ 4.99%
$43.8K - $47.4K
13.7K $1.27M
Jul 17, 2023 Q2 2023
Wooster Corthell Wealth Management, Inc.

BUY
 -
645
+ 3.83%
$43.5K - $47.1K
17.5K $1.62M
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
630
+ 13.44%
$42.5K - $46K
5.32K $493K
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
627
+ 14.91%
$42.3K - $45.8K
4.83K $448K
Jul 27, 2023 Q2 2023
Conservest Capital Advisors, Inc.

BUY
 -
624
+ 0.87%
$42.1K - $45.6K
72.7K $6.73M
Jul 11, 2023 Q2 2023
Legacy Bridge, LLC

BUY
 -
600
+ 2.99%
$40.5K - $43.8K
20.7K $1.92M
Aug 14, 2023 Q2 2023
State Street Corp

Boston, MA
BUY
 -
600
+ 3.33%
$40.5K - $43.8K
18.6K $1.72M
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
590
New
$39.8K - $43.1K
590 $54.7K
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
558
+ 1.03%
$37.7K - $40.8K
54.7K $5.07M
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
549
+ 453.72%
$37.1K - $40.1K
670 $62.1K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
538
+ 94.22%
$36.3K - $39.3K
1.11K $103K
Aug 10, 2023 Q2 2023
Davidson Trust CO

BUY
 -
535
+ 1.42%
$36.1K - $39.1K
38.3K $3.55M
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

BUY
 -
524
+ 9.94%
$35.4K - $38.3K
5.79K $537K
Aug 01, 2023 Q2 2023
Abbrea Capital, LLC

BUY
 -
505
+ 1.92%
$34.1K - $36.9K
26.9K $2.49M
Jul 24, 2023 Q2 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
498
+ 8.66%
$33.6K - $36.4K
6.25K $579K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
488
+ 1.73%
$32.9K - $35.6K
28.7K $2.66M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
479
+ 0.99%
$32.3K - $35K
48.9K $4.53M
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
476
+ 5.28%
$32.1K - $34.8K
9.49K $879K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
467
+ 34.75%
$31.5K - $34.1K
1.81K $168K
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
447
+ 3.15%
$30.2K - $32.6K
14.6K $1.36M
Aug 14, 2023 Q2 2023
Wealth Dimensions Group, Ltd.

BUY
 -
440
+ 8.23%
$29.7K - $32.1K
5.79K $536K
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
440
+ 24.14%
$29.7K - $32.1K
2.26K $210K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
434
+ 2.43%
$29.3K - $31.7K
18.3K $1.7M
Oct 15, 2024 Q2 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
432
+ 2.43%
$29.2K - $31.5K
18.2K $1.69M
Aug 02, 2023 Q2 2023
Ntv Asset Management LLC

BUY
 -
410
+ 0.73%
$27.7K - $29.9K
56.3K $5.21M
Aug 03, 2023 Q2 2023
Campion Asset Management

BUY
 -
410
+ 0.36%
$27.7K - $29.9K
115K $10.6M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
400
+ 5.43%
$27K - $29.2K
7.77K $720K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
377
+ 0.92%
$25.4K - $27.5K
41.3K $3.83M
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
362
+ 294.31%
$24.4K - $26.4K
485 $44.9K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
357
+ 1.29%
$24.1K - $26.1K
28.1K $2.6M
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
352
+ 1.71%
$23.8K - $25.7K
20.9K $1.94M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
336
New
$22.7K - $24.5K
336 $31.1K
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
331
+ 1.03%
$22.3K - $24.2K
32.3K $3M
Jul 17, 2023 Q2 2023
Vista Private Wealth Partners. LLC

BUY
 -
324
+ 0.91%
$21.9K - $23.7K
36K $3.33M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
316
+ 5.85%
$21.3K - $23.1K
5.72K $530K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
308
+ 154.0%
$20.8K - $22.5K
508 $47.1K
Jul 19, 2023 Q2 2023
Brand Asset Management Group, Inc.

BUY
 -
301
+ 5.42%
$20.3K - $22K
5.85K $542K
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
300
New
$20.2K - $21.9K
300 $27.8K
Jul 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
299
+ 0.56%
$20.2K - $21.8K
53.6K $4.97M
Jul 31, 2023 Q2 2023
Orin Green Financial, LLC

BUY
 -
290
+ 0.39%
$19.6K - $21.2K
75.2K $6.97M
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
284
+ 0.52%
$19.2K - $20.7K
55.2K $5.11M
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
280
+ 0.71%
$18.9K - $20.4K
39.5K $3.66M
Jul 12, 2023 Q2 2023
Windsor Group LTD

BUY
 -
265
+ 7.73%
$17.9K - $19.4K
3.69K $342K
Jul 28, 2023 Q2 2023
Paces Ferry Wealth Advisors, LLC

BUY
 -
262
+ 1.9%
$17.7K - $19.1K
14.1K $1.3M

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