Purchases and Sales Made in Q4 2022 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 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 21, 2023 Q4 2022
Alamar Capital Management, LLC

BUY
 -
1K
+ 11.73%
$62.1K - $71.9K
9.52K $882K
Jan 20, 2023 Q4 2022
Annapolis Financial Services, LLC

BUY
 -
998
+ 17.35%
$62K - $71.7K
6.75K $625K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
987
+ 11.74%
$61.3K - $71K
9.39K $870K
Feb 02, 2023 Q4 2022
Mission Wealth Management, LP

BUY
 -
953
+ 11.4%
$59.2K - $68.5K
9.32K $863K
Feb 14, 2023 Q4 2022
Lowe Brockenbrough & CO Inc

BUY
 -
950
+ 5.52%
$59K - $68.3K
18.2K $1.68M
Feb 10, 2023 Q4 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
945
+ 3.47%
$58.7K - $67.9K
28.2K $2.61M
Jan 20, 2023 Q4 2022
Transcend Capital Advisors, LLC

BUY
 -
942
+ 12.81%
$58.5K - $67.7K
8.3K $769K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
907
+ 3.49%
$56.3K - $65.2K
26.9K $2.49M
Jan 17, 2023 Q4 2022
Lowe Wealth Advisors, LLC

BUY
 -
900
New
$55.9K - $64.7K
900 $83.4K
Feb 14, 2023 Q4 2022
Headlands Technologies LLC

Chicago, IL
BUY
 -
897
New
$55.7K - $64.5K
897 $83.1K
Feb 03, 2023 Q4 2022
Old National Bancorp

BUY
 -
868
+ 0.54%
$53.9K - $62.4K
161K $14.9M
Feb 07, 2023 Q4 2022
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
833
+ 5.26%
$51.7K - $59.9K
16.7K $1.54M
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
810
+ 30.74%
$50.3K - $58.2K
3.45K $319K
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
792
New
$49.2K - $56.9K
792 $73.4K
Feb 14, 2023 Q4 2022
Financial Counselors Inc

BUY
 -
768
+ 4.35%
$47.7K - $55.2K
18.4K $1.71M
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
719
+ 18.42%
$44.6K - $51.7K
4.62K $428K
Jan 31, 2023 Q4 2022
Balentine LLC

Atlanta, GA
BUY
 -
711
+ 25.83%
$44.1K - $51.1K
3.46K $321K
Feb 07, 2023 Q4 2022
Modera Wealth Management, LLC

BUY
 -
708
+ 7.33%
$44K - $50.9K
10.4K $961K
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
680
+ 1.9%
$42.2K - $48.9K
36.5K $3.38M
Jan 30, 2023 Q4 2022
Tpg Financial Advisors, LLC

BUY
 -
666
+ 16.63%
$41.4K - $47.9K
4.67K $433K
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
652
+ 5.75%
$40.5K - $46.9K
12K $1.11M
Feb 07, 2023 Q4 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
651
+ 2.64%
$40.4K - $46.8K
25.3K $2.34M
Aug 03, 2023 Q4 2022
Winthrop Advisory Group LLC

BUY
 -
644
+ 6.65%
$40K - $46.3K
10.3K $957K
Jan 31, 2023 Q4 2022
Pinnacle Associates LTD

BUY
 -
625
+ 3.43%
$38.8K - $44.9K
18.9K $1.75M
Jan 27, 2023 Q4 2022
Advisory Resource Group

BUY
 -
611
+ 3.97%
$37.9K - $43.9K
16K $1.48M
Feb 10, 2023 Q4 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
606
+ 4.41%
$37.6K - $43.6K
14.4K $1.33M
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
575
+ 7.45%
$35.7K - $41.3K
8.29K $768K
Jan 20, 2023 Q4 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
557
+ 2.0%
$34.6K - $40K
28.4K $2.63M
Jan 09, 2024 Q4 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
547
+ 2486.36%
$34K - $39.3K
569 $52.7K
Feb 14, 2023 Q4 2022
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
536
+ 3.09%
$33.3K - $38.5K
17.9K $1.65M
Nov 13, 2023 Q4 2022
Hancock Whitney Corp

BUY
 -
532
+ 6.74%
$33K - $38.2K
8.42K $780K
Feb 13, 2023 Q4 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
523
+ 6.64%
$32.5K - $37.6K
8.4K $778K
Feb 03, 2023 Q4 2022
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
513
+ 9.28%
$31.9K - $36.9K
6.04K $559K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
513
New
$31.9K - $36.9K
513 $47.5K
Feb 13, 2023 Q4 2022
Lake Street Advisors Group, LLC

BUY
 -
500
+ 1.39%
$31K - $35.9K
36.6K $3.39M
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
500
+ 90.58%
$31K - $35.9K
1.05K $97.4K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
493
New
$30.6K - $35.4K
493 $45.7K
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
468
New
$29.1K - $33.6K
468 $43.4K
Feb 10, 2023 Q4 2022
Laffer Tengler Investments

Nashville, TN
BUY
 -
468
New
$29.1K - $33.6K
468 $43.4K
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
446
+ 1.29%
$27.7K - $32.1K
35K $3.24M
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
438
+ 8.11%
$27.2K - $31.5K
5.84K $541K
Feb 06, 2023 Q4 2022
Washington Trust Bank

BUY
 -
430
+ 0.35%
$26.7K - $30.9K
124K $11.5M
Mar 01, 2023 Q4 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
423
+ 9.9%
$26.3K - $30.4K
4.7K $435K
Jan 12, 2023 Q4 2022
Smith Chas P & Associates Pa Cpas

BUY
 -
416
+ 5.32%
$25.8K - $29.9K
8.24K $763K
Jan 17, 2023 Q4 2022
First Premier Bank

BUY
 -
415
+ 7.57%
$25.8K - $29.8K
5.9K $546K
Jan 27, 2023 Q4 2022
Northeast Investment Management

BUY
 -
403
+ 9.97%
$25K - $29K
4.45K $412K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
402
New
$25K - $28.9K
402 $37.2K
Jan 09, 2023 Q4 2022
Align Wealth Management, LLC

Oklahoma City, OK
BUY
 -
399
New
$24.8K - $28.7K
399 $37K
Feb 13, 2023 Q4 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
386
New
$24K - $27.7K
386 $35.8K

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