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 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.19K- 25.39% |
$74.9K - $94K
|
3.51K
$323K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.27K- 4.59% |
$79.4K - $99.6K
|
26.3K
$2.42M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.29K- 0.85% |
$80.8K - $101K
|
150K
$13.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-1.3K- 1.67% |
$81.3K - $102K
|
76.3K
$7.02M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.3K- 20.27% |
$81.3K - $102K
|
5.1K
$469K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.3K- 0.67% |
$81.3K - $102K
|
193K
$17.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.31K- 29.16% |
$82.4K - $103K
|
3.19K
$294K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.37K- 27.91% |
$86K - $108K
|
3.54K
$326K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.39K- 10.23% |
$87.1K - $109K
|
12.2K
$1.12M
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-1.4K- 7.49% |
$87.9K - $110K
|
17.3K
$1.59M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.41K- 24.2% |
$88.2K - $111K
|
4.4K
$405K
|
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-1.41K- 23.54% |
$88.5K - $111K
|
4.58K
$422K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.41K- 23.54% |
$88.5K - $111K
|
4.58K
$422K
|
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.43K- 3.34% |
$90K - $113K
|
41.5K
$3.82M
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.5K- 1.57% |
$93.8K - $118K
|
93.7K
$8.63M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.5K- 16.28% |
$94.1K - $118K
|
7.71K
$710K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.51K- 14.98% |
$94.7K - $119K
|
8.57K
$789K
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.51K- 22.49% |
$94.9K - $119K
|
5.21K
$480K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.52K- 2.17% |
$95.1K - $119K
|
68.5K
$6.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.52K- 3.9% |
$95.3K - $120K
|
37.4K
$3.44M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.53K- 6.31% |
$95.9K - $120K
|
22.7K
$2.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.53K- 6.37% |
$96.2K - $121K
|
22.5K
$2.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.55K- 8.79% |
$97K - $122K
|
16.1K
$1.48M
|
|
|
Jul 13, 2022
Q2 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-1.55K- 15.39% |
$97.3K - $122K
|
8.52K
$785K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.57KClosed |
$98.5K - $124K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-1.58K- 7.86% |
$98.9K - $124K
|
18.5K
$1.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.58KClosed |
$99.2K - $125K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.59K- 22.78% |
$99.9K - $125K
|
5.4K
$497K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-1.61K- 2.48% |
$101K - $127K
|
63.3K
$5.83M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.65K- 3.85% |
$104K - $130K
|
41.3K
$3.8M
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.66K- 1.98% |
$104K - $130K
|
82K
$7.55M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-1.67K- 5.24% |
$105K - $132K
|
30.2K
$2.78M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.68K- 33.99% |
$106K - $133K
|
3.27K
$301K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 8.17% |
$106K - $133K
|
19K
$1.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.72K- 4.27% |
$108K - $135K
|
38.5K
$3.55M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.73K- 17.05% |
$108K - $136K
|
8.41K
$774K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.82K- 3.6% |
$114K - $144K
|
48.8K
$4.49M
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-1.9K- 2.4% |
$119K - $149K
|
77K
$7.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.9K- 25.32% |
$119K - $150K
|
5.6K
$516K
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.92K- 15.56% |
$120K - $151K
|
10.4K
$958K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Cmt
|
SELL
|
- |
-1.94K- 15.47% |
$121K - $152K
|
10.6K
$973K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.96K- 12.6% |
$123K - $154K
|
13.6K
$1.25M
|
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.98K- 32.41% |
$124K - $156K
|
4.14K
$381K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.03K- 10.84% |
$127K - $160K
|
16.7K
$1.53M
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-2.04K- 6.12% |
$128K - $160K
|
31.2K
$2.87M
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.08K- 5.76% |
$131K - $164K
|
34.1K
$3.14M
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.11K- 9.55% |
$132K - $166K
|
19.9K
$1.84M
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 17.55% |
$134K - $169K
|
10.1K
$925K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-2.14K- 0.45% |
$135K - $169K
|
476K
$43.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2.15K- 6.69% |
$135K - $169K
|
30K
$2.76M
|