Purchases and Sales Made in Q2 2022 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
1.28K
+ 8.8%
$80.3K - $101K
15.8K $1.47M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
1.22K
+ 0.02%
$76.4K - $95.9K
8.07M $748M
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.2K
+ 12.14%
$75.3K - $94.5K
11.1K $1.03M
Aug 11, 2022 Q2 2022
Aua Capital Management, LLC

Camp Hill, PA
BUY
 -
1.18K
+ 93.07%
$74.2K - $93.1K
2.45K $227K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
1.17K
+ 0.13%
$73.3K - $92K
900K $83.4M
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.17K
+ 4.63%
$73.2K - $91.8K
26.4K $2.44M
Aug 15, 2022 Q2 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1.16K
+ 26.06%
$72.5K - $91K
5.59K $518K
Aug 15, 2022 Q2 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.15K
+ 2.56%
$72.4K - $90.8K
46.3K $4.29M
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.13K
+ 0.83%
$71.2K - $89.3K
137K $12.7M
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
1.1K
+ 4.52%
$68.8K - $86.3K
25.3K $2.35M
Jul 25, 2022 Q2 2022
Aspiriant, LLC

BUY
 -
1.09K
+ 2.71%
$68.2K - $85.6K
41.2K $3.82M
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
1.06K
+ 11.64%
$66.2K - $83.1K
10.1K $937K
Aug 12, 2022 Q2 2022
Fca Corp

Houston, TX
BUY
 -
1.01K
+ 2.61%
$63.2K - $79.3K
39.7K $3.67M
Aug 05, 2022 Q2 2022
Cullen/Frost Bankers, Inc.

BUY
 -
947
+ 3.48%
$59.4K - $74.6K
28.2K $2.61M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
934
+ 3.71%
$58.6K - $73.6K
26.1K $2.42M
Aug 12, 2022 Q2 2022
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
911
+ 11.65%
$57.2K - $71.8K
8.73K $808K
Jul 22, 2022 Q2 2022
Bison Wealth, LLC

BUY
 -
892
+ 9.76%
$56K - $70.3K
10K $930K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
888
+ 1.73%
$55.7K - $69.9K
52.3K $4.85M
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
854
+ 2.18%
$53.6K - $67.3K
40K $3.71M
Jul 28, 2022 Q2 2022
Gryphon Financial Partners LLC

BUY
 -
848
New
$53.2K - $66.8K
848 $78.6K
Jul 11, 2022 Q2 2022
Mc Naughton Wealth Management, LLC

BUY
 -
839
+ 25.14%
$52.6K - $66.1K
4.18K $387K
Aug 12, 2022 Q2 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
827
+ 21.88%
$51.9K - $65.1K
4.61K $427K
Aug 15, 2022 Q2 2022
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
800
+ 1.12%
$50.2K - $63K
72.1K $6.68M
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

BUY
 -
781
+ 11.03%
$49K - $61.5K
7.86K $728K
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

BUY
 -
778
+ 7.03%
$48.8K - $61.3K
11.8K $1.1M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
762
+ 2.02%
$47.8K - $60K
38.5K $3.57M
Aug 08, 2022 Q2 2022
Legacy Financial Advisors, Inc.

BUY
 -
753
+ 7.93%
$47.3K - $59.3K
10.3K $950K
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

BUY
 -
732
+ 27.11%
$45.9K - $57.7K
3.43K $318K
Oct 11, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
728
+ 7.49%
$45.7K - $57.3K
10.4K $967K
Jul 20, 2022 Q2 2022
Southern Capital Advisors, LLC

BUY
 -
680
+ 4.9%
$42.7K - $53.6K
14.6K $1.35M
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
668
New
$41.9K - $52.6K
668 $61.9K
Aug 08, 2022 Q2 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
667
+ 20.96%
$41.9K - $52.5K
3.85K $357K
Aug 08, 2022 Q2 2022
Fairhaven Wealth Management, LLC

BUY
 -
653
+ 22.9%
$41K - $51.4K
3.5K $325K
Aug 15, 2022 Q2 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
652
+ 14.67%
$40.9K - $51.4K
5.1K $472K
Aug 10, 2022 Q2 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
647
+ 19.2%
$40.6K - $51K
4.02K $372K
Aug 09, 2022 Q2 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
605
+ 2.15%
$38K - $47.6K
28.8K $2.66M
Jul 11, 2022 Q2 2022
Woodstock Corp

BUY
 -
602
+ 0.3%
$37.8K - $47.4K
204K $18.9M
Jul 29, 2022 Q2 2022
Ironwood Financial, LLC

BUY
 -
602
+ 18.59%
$37.8K - $47.4K
3.84K $356K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
589
New
$37K - $46.4K
589 $54.6K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
585
+ 1.49%
$36.7K - $46.1K
39.9K $3.7M
Aug 18, 2022 Q2 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
577
New
$36.2K - $45.4K
577 $53.4K
Jul 11, 2022 Q2 2022
Gradient Investments LLC

BUY
 -
575
New
$36.1K - $45.3K
575 $53.3K
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
572
+ 4.56%
$35.9K - $45.1K
13.1K $1.21M
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
552
New
$34.6K - $43.5K
552 $51.1K
Aug 09, 2022 Q2 2022
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
548
+ 16.47%
$34.4K - $43.2K
3.88K $359K
Aug 09, 2022 Q2 2022
S&Co Inc

Boston, MA
BUY
 -
544
+ 6.97%
$34.1K - $42.8K
8.34K $773K
Aug 11, 2022 Q2 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
544
New
$34.1K - $42.8K
544 $50.4K
Jul 12, 2022 Q2 2022
Lake Street Financial LLC

BUY
 -
513
+ 0.63%
$32.2K - $40.4K
81.4K $7.54M
Jul 12, 2022 Q2 2022
Connecticut Wealth Management, LLC

BUY
 -
504
+ 12.52%
$31.6K - $39.7K
4.53K $420K

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