Purchases and Sales Made in Q4 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.95K+ 12.49% |
$121K - $140K
|
17.6K
$1.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
1.94K+ 17.51% |
$120K - $139K
|
13K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.9K+ 4.44% |
$118K - $137K
|
44.7K
$4.14M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.9KNew |
$118K - $137K
|
1.9K
$176K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.87K+ 3.46% |
$116K - $135K
|
56K
$5.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.84K+ 2.87% |
$114K - $132K
|
65.9K
$6.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.82KNew |
$113K - $131K
|
1.82K
$169K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.82KNew |
$113K - $131K
|
1.82K
$169K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.82K+ 30.64% |
$113K - $131K
|
7.76K
$718K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.82K+ 1894.79% |
$113K - $131K
|
1.92K
$177K
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.81K+ 21.14% |
$113K - $130K
|
10.4K
$962K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.74K+ 5.98% |
$108K - $125K
|
30.9K
$2.86M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.74K+ 2.61% |
$108K - $125K
|
68.4K
$6.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.71KNew |
$106K - $123K
|
1.71K
$158K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.7K+ 19.94% |
$106K - $122K
|
10.2K
$947K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.66K+ 28.64% |
$103K - $120K
|
7.47K
$692K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.65K+ 0.71% |
$102K - $118K
|
234K
$21.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.61K+ 17.6% |
$99.9K - $116K
|
10.7K
$996K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.59K+ 23.88% |
$98.5K - $114K
|
8.23K
$763K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.57K+ 0.27% |
$97.2K - $113K
|
590K
$54.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.57K+ 1.28% |
$97.2K - $113K
|
124K
$11.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.52K+ 2.19% |
$94.6K - $110K
|
71.2K
$6.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.52K+ 0.4% |
$94.5K - $109K
|
378K
$35M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.52KNew |
$94.5K - $109K
|
1.52K
$141K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.52K+ 32.27% |
$94.4K - $109K
|
6.23K
$577K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.51KNew |
$93.8K - $109K
|
1.51K
$140K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.51K+ 10.46% |
$93.6K - $108K
|
15.9K
$1.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.5K+ 1.28% |
$92.8K - $107K
|
118K
$10.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.49K+ 6.77% |
$92.5K - $107K
|
23.5K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.47K+ 4.22% |
$91K - $105K
|
36.2K
$3.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.46K+ 4.07% |
$90.9K - $105K
|
37.5K
$3.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.43K+ 4.06% |
$88.5K - $103K
|
36.6K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.42K+ 11.88% |
$88.2K - $102K
|
13.4K
$1.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42K+ 0.26% |
$87.9K - $102K
|
540K
$50M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.4K+ 23.28% |
$87.2K - $101K
|
7.44K
$689K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.39K+ 4.15% |
$86.4K - $100K
|
34.9K
$3.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 8.56% |
$83.8K - $97.1K
|
17.1K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.34KNew |
$83.4K - $96.6K
|
1.34K
$124K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.31K+ 14.16% |
$81K - $93.8K
|
10.5K
$975K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 17.84% |
$77.4K - $89.6K
|
8.23K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 1.64% |
$74.9K - $86.8K
|
74.6K
$6.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
1.19K+ 15.38% |
$73.9K - $85.6K
|
8.94K
$828K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.18K+ 177.86% |
$73.3K - $84.9K
|
1.85K
$171K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.14K+ 2.3% |
$70.5K - $81.6K
|
50.5K
$4.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.1K+ 1.17% |
$68.5K - $79.4K
|
95.8K
$8.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.1K+ 7.75% |
$68.1K - $78.9K
|
15.2K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.05KNew |
$65.2K - $75.5K
|
1.05K
$97.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.05K+ 8.39% |
$65.1K - $75.3K
|
13.5K
$1.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
1.04K+ 5.89% |
$64.3K - $74.4K
|
18.6K
$1.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.01K+ 20.08% |
$62.6K - $72.5K
|
6.03K
$558K
|