Purchases and Sales Made in Q2 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.7K+ 70.25% |
$670K - $841K
|
25.9K
$2.4M
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10.6K+ 1.31% |
$668K - $839K
|
823K
$76.2M
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$658K - $826K
|
10.5K
$972K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 0.86% |
$656K - $824K
|
1.23M
$114M
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
10.3K+ 145.75% |
$646K - $811K
|
17.4K
$1.61M
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
10K+ 27.2% |
$630K - $791K
|
47K
$4.35M
|
|
Jul 22, 2022
Q2 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
9.73K+ 2.76% |
$610K - $766K
|
363K
$33.6M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.71KNew |
$610K - $765K
|
9.71K
$900K
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.59K+ 27.74% |
$602K - $756K
|
44.2K
$4.09M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.59K+ 3.03% |
$602K - $755K
|
326K
$30.2M
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
9.57K+ 8.6% |
$600K - $753K
|
121K
$11.2M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.46K+ 17.26% |
$594K - $745K
|
64.3K
$5.95M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.44K+ 1.73% |
$592K - $743K
|
554K
$51.3M
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
9.2K+ 1.28% |
$577K - $725K
|
727K
$67.3M
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
8.78K+ 92.07% |
$551K - $691K
|
18.3K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8.73K+ 18973.91% |
$548K - $687K
|
8.77K
$813K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.72K+ 7.47% |
$547K - $687K
|
125K
$11.6M
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
8.22K+ 7.61% |
$516K - $647K
|
116K
$10.8M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
8.19K+ 65.83% |
$514K - $645K
|
20.6K
$1.91M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.17K+ 10.02% |
$513K - $643K
|
89.7K
$8.31M
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
8.14K+ 40.38% |
$511K - $641K
|
28.3K
$2.62M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.06KNew |
$506K - $635K
|
8.06K
$747K
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.03K+ 43.45% |
$504K - $633K
|
26.5K
$2.46M
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
8K+ 7.59% |
$502K - $630K
|
113K
$10.5M
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.87K+ 4.58% |
$494K - $620K
|
180K
$16.6M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.86K+ 215.96% |
$493K - $619K
|
11.5K
$1.07M
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
7.55K+ 9.84% |
$474K - $595K
|
84.3K
$7.81M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.54K+ 0.89% |
$473K - $593K
|
854K
$79.1M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.45K+ 7.81% |
$468K - $587K
|
103K
$9.53M
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.42KNew |
$466K - $584K
|
7.42K
$687K
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.32K+ 8.91% |
$459K - $576K
|
89.4K
$8.28M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.16K+ 1.82% |
$449K - $564K
|
400K
$37.1M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.08K+ 29.81% |
$444K - $558K
|
30.8K
$2.86M
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
7.07K+ 15.29% |
$444K - $557K
|
53.4K
$4.94M
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.95KNew |
$436K - $547K
|
6.95K
$644K
|
|
Jul 25, 2022
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.82K+ 2.8% |
$428K - $537K
|
250K
$23.2M
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.82K+ 2.8% |
$428K - $537K
|
250K
$23.2M
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
6.69K+ 2.41% |
$419K - $527K
|
284K
$26.3M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.66K+ 23.06% |
$418K - $524K
|
35.5K
$3.29M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.66K+ 23.06% |
$418K - $524K
|
35.5K
$3.29M
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.59KNew |
$413K - $519K
|
6.59K
$610K
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
6.4KNew |
$401K - $504K
|
6.4K
$592K
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
6.28K+ 5.63% |
$394K - $494K
|
118K
$10.9M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.25KNew |
$392K - $492K
|
6.25K
$579K
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
5.95K+ 66.4% |
$373K - $469K
|
14.9K
$1.38M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.88K+ 912.25% |
$369K - $463K
|
6.53K
$605K
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.84KNew |
$366K - $460K
|
5.84K
$541K
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
5.82K+ 7.32% |
$365K - $458K
|
85.3K
$7.9M
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.8K+ 23.62% |
$364K - $457K
|
30.4K
$2.81M
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.76KNew |
$362K - $454K
|
5.76K
$534K
|