Purchases and Sales Made in Q4 2023 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-88.7K- 11.87% |
$5.75M - $6.94M
|
659K
$60.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-94.9K- 22.61% |
$6.15M - $7.43M
|
325K
$29.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-99.6K- 8.63% |
$6.46M - $7.8M
|
1.05M
$97.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-142K- 28.66% |
$9.22M - $11.1M
|
354K
$32.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-174K- 21.78% |
$11.3M - $13.7M
|
626K
$57.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-176K- 95.37% |
$11.4M - $13.8M
|
8.54K
$786K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-245K- 36.87% |
$15.9M - $19.2M
|
420K
$38.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-262K- 3.51% |
$17M - $20.5M
|
7.2M
$663M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-269K- 98.71% |
$17.4M - $21.1M
|
3.51K
$323K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-326K- 88.51% |
$21.2M - $25.5M
|
42.4K
$3.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-363K- 13.55% |
$23.5M - $28.4M
|
2.31M
$213M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-448K- 43.74% |
$29M - $35M
|
576K
$53M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-469K- 44.82% |
$30.4M - $36.7M
|
577K
$53.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-474K- 1.35% |
$30.7M - $37.1M
|
34.6M
$3.19B
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-498K- 3.36% |
$32.3M - $39M
|
14.3M
$1.32B
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-501K- 32.98% |
$32.5M - $39.2M
|
1.02M
$93.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-538K- 52.15% |
$34.9M - $42.1M
|
494K
$45.5M
|