Purchases and Sales Made in Q3 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.49K- 22.08% |
$403K - $486K
|
22.9K
$2.05M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.71K- 6.82% |
$417K - $502K
|
91.7K
$8.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6.88K- 27.75% |
$428K - $515K
|
17.9K
$1.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-7.05K- 11.8% |
$438K - $527K
|
52.6K
$4.71M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.45K- 11.33% |
$463K - $557K
|
58.3K
$5.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-7.65K- 4.06% |
$476K - $573K
|
181K
$16.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-7.85K- 1.6% |
$488K - $587K
|
482K
$43.2M
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-8.3K- 35.22% |
$516K - $621K
|
15.3K
$1.37M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.12K- 8.86% |
$566K - $682K
|
93.7K
$8.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.98K- 35.46% |
$620K - $747K
|
18.2K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-10.8K- 16.27% |
$674K - $811K
|
55.8K
$4.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.1K- 4.66% |
$690K - $831K
|
228K
$20.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-11.4K- 23.32% |
$707K - $851K
|
37.4K
$3.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-11.5K- 4.29% |
$712K - $857K
|
256K
$22.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12K- 6.37% |
$743K - $894K
|
176K
$15.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12.2K- 82.5% |
$756K - $910K
|
2.58K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-12.6KClosed |
$781K - $940K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.6K- 65.28% |
$783K - $943K
|
6.7K
$600K
|
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-12.7K- 68.73% |
$789K - $950K
|
5.78K
$517K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13.2K- 2.19% |
$819K - $986K
|
589K
$52.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.4K- 1.34% |
$834K - $1M
|
990K
$88.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 17.31% |
$843K - $1.01M
|
64.8K
$5.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-14K- 70.46% |
$873K - $1.05M
|
5.89K
$527K
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-15K- 36.16% |
$933K - $1.12M
|
26.5K
$2.37M
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-15.3K- 44.78% |
$949K - $1.14M
|
18.8K
$1.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-16.3K- 8.23% |
$1.01M - $1.22M
|
182K
$16.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-16.5K- 14.75% |
$1.03M - $1.24M
|
95.5K
$8.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17K- 6.05% |
$1.06M - $1.27M
|
265K
$23.7M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17K- 6.05% |
$1.06M - $1.27M
|
265K
$23.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-17.3K- 61.23% |
$1.08M - $1.3M
|
11K
$982K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.6K- 0.5% |
$1.09M - $1.31M
|
3.47M
$310M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.6K- 0.5% |
$1.09M - $1.31M
|
3.47M
$310M
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-18.8K- 5.38% |
$1.17M - $1.41M
|
330K
$29.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-19.2K- 11.45% |
$1.19M - $1.44M
|
149K
$13.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.5K- 0.24% |
$1.21M - $1.46M
|
8.05M
$721M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-22.1K- 1.72% |
$1.37M - $1.65M
|
1.26M
$113M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-22.5K- 81.92% |
$1.4M - $1.69M
|
4.97K
$445K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-22.6K- 10.32% |
$1.4M - $1.69M
|
196K
$17.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-23.5K- 18.16% |
$1.46M - $1.76M
|
106K
$9.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24.5K- 19.5% |
$1.52M - $1.83M
|
101K
$9.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-25.5K- 28.48% |
$1.58M - $1.9M
|
63.9K
$5.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-25.7K- 1.31% |
$1.6M - $1.92M
|
1.94M
$174M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-27.6K- 20.57% |
$1.72M - $2.07M
|
107K
$9.54M
|
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-28.4K- 38.79% |
$1.77M - $2.13M
|
44.9K
$4.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-28.6K- 2.91% |
$1.78M - $2.14M
|
957K
$85.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-32.2K- 6.76% |
$2M - $2.41M
|
444K
$39.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.7K- 11.95% |
$2.03M - $2.44M
|
241K
$21.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.5K- 1.63% |
$2.08M - $2.51M
|
2.03M
$182M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-39.7K- 50.95% |
$2.47M - $2.97M
|
38.2K
$3.42M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-41K- 3.89% |
$2.55M - $3.07M
|
1.01M
$90.5M
|