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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-44.7K- 82.03% |
$2.78M - $3.35M
|
9.8K
$877K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-56.1K- 83.27% |
$3.48M - $4.19M
|
11.3K
$1.01M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-61.7K- 10.27% |
$3.83M - $4.62M
|
539K
$48.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-68.8K- 3.71% |
$4.27M - $5.15M
|
1.79M
$160M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-75.6K- 28.19% |
$4.7M - $5.65M
|
192K
$17.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-76K- 2.43% |
$4.73M - $5.69M
|
3.05M
$273M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-83.8K- 2.31% |
$5.21M - $6.27M
|
3.55M
$317M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-89.7K- 49.79% |
$5.58M - $6.71M
|
90.5K
$8.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-92K- 1.12% |
$5.71M - $6.88M
|
8.14M
$728M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-102K- 12.36% |
$6.32M - $7.61M
|
721K
$64.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-108K- 22.48% |
$6.72M - $8.08M
|
373K
$33.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-110K- 2.49% |
$6.87M - $8.27M
|
4.33M
$387M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-139K- 23.97% |
$8.64M - $10.4M
|
441K
$39.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-153K- 12.81% |
$9.51M - $11.5M
|
1.04M
$93.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-162K- 2.6% |
$10M - $12.1M
|
6.07M
$543M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-169K- 99.26% |
$10.5M - $12.6M
|
1.26K
$113K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-187K- 70.81% |
$11.6M - $14M
|
77.2K
$6.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-190K- 85.06% |
$11.8M - $14.2M
|
33.4K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-194K- 2.11% |
$12M - $14.5M
|
8.98M
$804M
|
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-197K- 40.45% |
$12.3M - $14.8M
|
290K
$26M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-217KClosed |
$13.5M - $16.3M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-254K- 1.55% |
$15.8M - $19M
|
16.1M
$1.44B
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-282K- 42.59% |
$17.5M - $21.1M
|
380K
$34M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.99M- 5.01% |
$124M - $149M
|
37.8M
$3.39B
|