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 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.89KNew |
$181K - $228K
|
2.89K
$268K
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.79K+ 1.68% |
$175K - $220K
|
169K
$15.7M
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
2.77K+ 35.35% |
$174K - $218K
|
10.6K
$983K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.65K+ 16.6% |
$166K - $209K
|
18.6K
$1.72M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.63K+ 9.24% |
$165K - $207K
|
31K
$2.87M
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.61K+ 5.11% |
$164K - $206K
|
53.8K
$4.98M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.57KNew |
$161K - $203K
|
2.57K
$238K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.55K+ 13.18% |
$160K - $201K
|
21.9K
$2.03M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.5K+ 2.23% |
$157K - $197K
|
115K
$10.6M
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.45K+ 122.5% |
$154K - $193K
|
4.45K
$412K
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
2.4K+ 3.73% |
$150K - $189K
|
66.6K
$6.17M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.38K+ 13.69% |
$149K - $187K
|
19.7K
$1.83M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.36K+ 28.24% |
$148K - $186K
|
10.7K
$994K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.36K+ 21.81% |
$148K - $186K
|
13.2K
$1.22M
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
2.35K+ 36.03% |
$147K - $185K
|
8.85K
$820K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.29KNew |
$144K - $180K
|
2.29K
$212K
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.25K+ 9.05% |
$141K - $177K
|
27.1K
$2.51M
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.25K+ 12.29% |
$141K - $177K
|
20.5K
$1.9M
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.25K+ 2.95% |
$141K - $177K
|
78.3K
$7.25M
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.23K+ 19.83% |
$140K - $176K
|
13.5K
$1.25M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.22K+ 61.08% |
$139K - $175K
|
5.85K
$542K
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.22K+ 13.87% |
$139K - $175K
|
18.2K
$1.68M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.17K+ 31.73% |
$136K - $171K
|
9.01K
$834K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.15K+ 34.68% |
$135K - $169K
|
8.35K
$773K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.03K+ 20.74% |
$127K - $160K
|
11.8K
$1.1M
|
|
Jul 15, 2022
Q2 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
1.88K+ 2.76% |
$118K - $148K
|
69.9K
$6.47M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.8K+ 19.97% |
$113K - $142K
|
10.8K
$1M
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.7K+ 22.13% |
$107K - $134K
|
9.38K
$869K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.69K+ 9.03% |
$106K - $133K
|
20.4K
$1.89M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.66K+ 62.52% |
$104K - $131K
|
4.32K
$400K
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.64K+ 2.95% |
$103K - $129K
|
57.3K
$5.3M
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
1.61K+ 2.3% |
$101K - $127K
|
71.8K
$6.65M
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.6KNew |
$100K - $126K
|
1.6K
$148K
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.59K+ 32.76% |
$99.7K - $125K
|
6.44K
$596K
|
|
Jul 08, 2022
Q2 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.56K+ 2.41% |
$97.9K - $123K
|
66.2K
$6.14M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.53K+ 2.86% |
$96.1K - $121K
|
55.1K
$5.1M
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.53K+ 3.49% |
$96K - $121K
|
45.4K
$4.2M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.52K+ 0.75% |
$95.1K - $119K
|
204K
$18.9M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.5K+ 7.1% |
$94.3K - $118K
|
22.7K
$2.1M
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.5K+ 9.68% |
$94.1K - $118K
|
17K
$1.57M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.46K+ 9.85% |
$91.7K - $115K
|
16.3K
$1.51M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.43K+ 15.98% |
$89.9K - $113K
|
10.4K
$963K
|
|
Jul 18, 2022
Q2 2022
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.43K+ 7.12% |
$89.5K - $112K
|
21.4K
$1.99M
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
1.4K+ 4.46% |
$87.9K - $110K
|
32.8K
$3.04M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.4K+ 13.33% |
$87.9K - $110K
|
11.9K
$1.1M
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
1.38K+ 8.47% |
$86.8K - $109K
|
17.7K
$1.64M
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 8.08% |
$85.5K - $107K
|
18.2K
$1.69M
|
|
Aug 12, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.32K+ 2.47% |
$82.6K - $104K
|
54.5K
$5.05M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.31K+ 2.85% |
$82.2K - $103K
|
47.3K
$4.38M
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.29K+ 5.55% |
$80.7K - $101K
|
24.5K
$2.27M
|