Purchases and Sales Made in Q1 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q1 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-273- 7.38% |
$19.7K - $22.6K
|
3.43K
$307K
|
|
May 13, 2022
Q1 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-275- 0.09% |
$19.9K - $22.8K
|
294K
$26.3M
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-286- 1.03% |
$20.7K - $23.7K
|
27.5K
$2.47M
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-289- 2.27% |
$20.9K - $24K
|
12.4K
$1.11M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-294- 1.38% |
$21.3K - $24.4K
|
21K
$1.88M
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-299- 2.56% |
$21.6K - $24.8K
|
11.4K
$1.02M
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-300- 1.15% |
$21.7K - $24.9K
|
25.7K
$2.3M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-300- 0.85% |
$21.7K - $24.9K
|
35.2K
$3.15M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-300Closed |
$21.7K - $24.9K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-305- 2.08% |
$22K - $25.3K
|
14.3K
$1.28M
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-312- 3.63% |
$22.6K - $25.9K
|
8.27K
$741K
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-312- 1.1% |
$22.6K - $25.9K
|
28.2K
$2.52M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-316- 10.12% |
$22.8K - $26.2K
|
2.81K
$251K
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-318- 2.58% |
$23K - $26.4K
|
12K
$1.07M
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-321- 4.17% |
$23.2K - $26.6K
|
7.37K
$660K
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-326- 1.44% |
$23.6K - $27K
|
22.4K
$2M
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-331- 1.52% |
$23.9K - $27.4K
|
21.4K
$1.92M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-335- 6.33% |
$24.2K - $27.8K
|
4.95K
$443K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-343- 2.19% |
$24.8K - $28.4K
|
15.3K
$1.37M
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-345- 0.76% |
$24.9K - $28.6K
|
45.2K
$4.05M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-347- 1.53% |
$25.1K - $28.8K
|
22.3K
$2M
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
SELL
|
- |
-350- 3.52% |
$25.3K - $29K
|
9.6K
$859K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-355- 5.46% |
$25.7K - $29.4K
|
6.14K
$550K
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-359- 2.08% |
$26K - $29.8K
|
16.9K
$1.52M
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-365- 0.32% |
$26.4K - $30.3K
|
112K
$10M
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-385- 0.29% |
$27.8K - $31.9K
|
134K
$12M
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-395- 1.79% |
$28.6K - $32.7K
|
21.7K
$1.94M
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-396- 1.24% |
$28.6K - $32.8K
|
31.6K
$2.83M
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-409Closed |
$29.6K - $33.9K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-410- 0.91% |
$29.6K - $34K
|
44.8K
$4.01M
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-425- 7.25% |
$30.7K - $35.2K
|
5.44K
$487K
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-427- 16.25% |
$30.9K - $35.4K
|
2.2K
$197K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-430- 1.02% |
$31.1K - $35.6K
|
41.6K
$3.72M
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-438- 3.98% |
$31.7K - $36.3K
|
10.6K
$947K
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-462- 5.01% |
$33.4K - $38.3K
|
8.75K
$783K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-467- 0.85% |
$33.8K - $38.7K
|
54.5K
$4.88M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-469- 6.91% |
$33.9K - $38.9K
|
6.32K
$565K
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-470- 14.6% |
$34K - $39K
|
2.75K
$246K
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
SELL
|
- |
-473- 10.84% |
$34.2K - $39.2K
|
3.89K
$348K
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-478- 17.72% |
$34.6K - $39.6K
|
2.22K
$199K
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-495- 3.7% |
$35.8K - $41K
|
12.9K
$1.15M
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-496Closed |
$35.9K - $41.1K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-500- 5.78% |
$36.1K - $41.4K
|
8.15K
$729K
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-504- 4.9% |
$36.4K - $41.8K
|
9.79K
$876K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-506- 22.89% |
$36.6K - $41.9K
|
1.71K
$153K
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-513- 3.62% |
$37.1K - $42.5K
|
13.7K
$1.22M
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-516- 0.64% |
$37.3K - $42.8K
|
79.9K
$7.15M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-524Closed |
$37.9K - $43.4K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-545- 4.91% |
$39.4K - $45.2K
|
10.6K
$945K
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-550- 2.86% |
$39.8K - $45.6K
|
18.7K
$1.67M
|