Purchases and Sales Made in Q4 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 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 08, 2024 Q4 2023
Pacific Global Investment Management CO

BUY
 -
432
+ 5.08%
$28K - $33.8K
8.93K $822K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
424
+ 6.63%
$27.5K - $33.2K
6.82K $628K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

BUY
 -
420
+ 39.7%
$27.2K - $32.9K
1.48K $136K
Jan 31, 2024 Q4 2023
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
416
New
$27K - $32.6K
416 $38.3K
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
411
+ 12.9%
$26.6K - $32.2K
3.6K $331K
Nov 12, 2024 Q4 2023
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
408
+ 4.08%
$26.5K - $31.9K
10.4K $958K
Feb 07, 2024 Q4 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
398
+ 5.57%
$25.8K - $31.2K
7.54K $694K
Feb 13, 2024 Q4 2023
Anson Capital, Inc.

BUY
 -
392
+ 5.99%
$25.4K - $30.7K
6.93K $638K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
384
+ 154.84%
$24.9K - $30.1K
632 $58.2K
Jan 11, 2024 Q4 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
378
+ 1.1%
$24.5K - $29.6K
34.6K $3.19M
Jan 26, 2024 Q4 2023
West Bancorporation Inc

BUY
 -
372
+ 0.31%
$24.1K - $29.1K
121K $11.2M
Feb 14, 2024 Q4 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
367
+ 0.91%
$23.8K - $28.7K
40.5K $3.73M
Jan 29, 2024 Q4 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
365
+ 2.96%
$23.7K - $28.6K
12.7K $1.17M
Feb 12, 2024 Q4 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
361
+ 2.65%
$23.4K - $28.3K
14K $1.29M
Feb 14, 2024 Q4 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
356
+ 1.26%
$23.1K - $27.9K
28.7K $2.64M
Feb 09, 2024 Q4 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
351
+ 11.4%
$22.8K - $27.5K
3.43K $316K
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
350
New
$22.7K - $27.4K
350 $32.2K
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
346
+ 3.33%
$22.4K - $27.1K
10.8K $990K
Nov 14, 2024 Q4 2023
Marquette Associates, Inc.

Chicago, IL
BUY
 -
344
New
$22.3K - $26.9K
344 $31.7K
Feb 07, 2024 Q4 2023
Sonata Capital Group Inc

BUY
 -
339
+ 0.18%
$22K - $26.5K
186K $17.1M
Feb 14, 2024 Q4 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
320
+ 21.58%
$20.7K - $25K
1.8K $166K
Jan 18, 2024 Q4 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
315
+ 1.61%
$20.4K - $24.7K
19.9K $1.83M
Jan 25, 2024 Q4 2023
Bristlecone Advisors, LLC

BUY
 -
313
+ 0.18%
$20.3K - $24.5K
173K $15.9M
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
309
New
$20K - $24.2K
309 $28.4K
Jan 25, 2024 Q4 2023
Allspring Global Investments Holdings, LLC

BUY
 -
299
+ 1.09%
$19.4K - $23.4K
27.7K $2.55M
Jan 23, 2024 Q4 2023
Cahaba Wealth Management, Inc.

BUY
 -
292
+ 0.46%
$18.9K - $22.9K
63.7K $5.87M
Feb 08, 2024 Q4 2023
Fca Corp

Houston, TX
BUY
 -
286
+ 0.82%
$18.5K - $22.4K
35.1K $3.23M
Feb 09, 2024 Q4 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
283
+ 4.59%
$18.3K - $22.2K
6.45K $594K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
281
New
$18.2K - $22K
281 $25.9K
Jan 24, 2024 Q4 2023
Cranbrook Wealth Management, LLC

BUY
 -
280
+ 4.15%
$18.2K - $21.9K
7.02K $646K
Feb 09, 2024 Q4 2023
Betterment LLC

New York, NY
BUY
 -
279
+ 8.41%
$18.1K - $21.8K
3.6K $331K
Feb 12, 2024 Q4 2023
Truepoint, Inc.

BUY
 -
266
+ 6.73%
$17.2K - $20.8K
4.22K $388K
Apr 01, 2024 Q4 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
265
+ 6.2%
$17.2K - $20.7K
4.54K $418K
Feb 07, 2024 Q4 2023
Facet Wealth, Inc.

BUY
 -
265
+ 7.7%
$17.2K - $20.7K
3.71K $341K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
256
+ 39.26%
$16.6K - $20K
908 $83.6K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
252
New
$16.3K - $19.7K
252 $23.2K
Feb 05, 2024 Q4 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
247
+ 5.6%
$16K - $19.3K
4.66K $429K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
235
New
$15.2K - $18.4K
235 $21.6K
Jan 11, 2024 Q4 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
233
+ 1.01%
$15.1K - $18.2K
23.3K $2.14M
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
230
New
$14.9K - $18K
230 $21.2K
Feb 14, 2024 Q4 2023
Evensky & Katz LLC

BUY
 -
226
+ 0.81%
$14.7K - $17.7K
28.1K $2.59M
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
224
+ 22400.0%
$14.5K - $17.5K
225 $20.7K
Jan 19, 2024 Q4 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
222
+ 1.22%
$14.4K - $17.4K
18.4K $1.69M
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
221
+ 4.46%
$14.3K - $17.3K
5.17K $476K
Jan 09, 2024 Q4 2023
Tpg Financial Advisors, LLC

BUY
 -
217
+ 3.32%
$14.1K - $17K
6.76K $623K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
211
New
$13.7K - $16.5K
211 $19.4K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
208
+ 3.46%
$13.5K - $16.3K
6.23K $573K
Jan 24, 2024 Q4 2023
Allworth Financial LP

BUY
 -
208
+ 2.02%
$13.5K - $16.3K
10.5K $965K
Feb 14, 2024 Q4 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
207
+ 0.68%
$13.4K - $16.2K
30.8K $2.83M

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