Purchases and Sales Made in Q1 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 Q1 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
May 02, 2022 Q1 2022
Jones Financial Companies Lllp

BUY
 -
3.44M
+ 37.16%
$249M - $285M
12.7M $1.2B
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.35M
+ 9.47%
$242M - $278M
38.8M $3.66B
May 10, 2022 Q1 2022
Aaron Wealth Advisors LLC

BUY
 -
1.77M
New
$128M - $147M
1.77M $167M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.55M
+ 7266.3%
$112M - $128M
1.57M $148M
May 13, 2022 Q1 2022
First Western Trust Bank

Denver, CO
BUY
 -
1.01M
New
$73.3M - $84.1M
1.01M $95.8M
May 11, 2022 Q1 2022
Us Bancorp \De\

BUY
 -
690K
+ 3.73%
$49.9M - $57.2M
19.2M $1.81B
Apr 21, 2022 Q1 2022
Eastern Bank

BUY
 -
490K
+ 13939.05%
$35.4M - $40.6M
494K $46.6M
May 13, 2022 Q1 2022
Factory Mutual Insurance CO

Waltham, MA
BUY
 -
459K
+ 147.9%
$33.2M - $38.1M
770K $72.7M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
363K
+ 0.63%
$26.2M - $30.1M
58.2M $5.5B
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
311K
New
$22.5M - $25.8M
311K $29.4M
May 09, 2022 Q1 2022
Bank Of Nova Scotia

BUY
 -
246K
New
$17.8M - $20.4M
246K $23.3M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
230K
+ 2.93%
$16.6M - $19.1M
8.07M $762M
Apr 27, 2022 Q1 2022
Girard Partners Ltd.

BUY
 -
225K
New
$16.2M - $18.6M
225K $21.2M
May 12, 2022 Q1 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
191K
+ 19.26%
$13.8M - $15.9M
1.19M $112M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
180K
+ 1803.15%
$13M - $14.9M
190K $17.9M
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
171K
New
$12.3M - $14.2M
171K $16.1M
May 13, 2022 Q1 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
168K
+ 228.57%
$12.1M - $13.9M
241K $22.8M
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
139K
+ 24.9%
$10.1M - $11.6M
700K $66.1M
May 16, 2022 Q1 2022
Voya Investment Management LLC

Atlanta, GA
BUY
 -
132K
+ 83.55%
$9.57M - $11M
291K $27.5M
May 02, 2022 Q1 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
128K
+ 12.22%
$9.26M - $10.6M
1.18M $111M
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
126K
+ 128.99%
$9.07M - $10.4M
223K $21M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
124K
+ 27.5%
$8.95M - $10.3M
574K $54.2M
May 09, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
121K
+ 118.14%
$8.72M - $10M
223K $21M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
118K
+ 1.74%
$8.55M - $9.81M
6.91M $653M
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
115K
+ 261.15%
$8.28M - $9.5M
158K $15M
Apr 11, 2022 Q1 2022
Sanders Morris Harris LLC

BUY
 -
112K
New
$8.1M - $9.28M
112K $10.6M
Apr 11, 2022 Q1 2022
Oakworth Capital, Inc.

BUY
 -
111K
+ 8.39%
$8.04M - $9.21M
1.44M $136M
Apr 12, 2022 Q1 2022
Mcia Inc

BUY
 -
105K
New
$7.62M - $8.74M
105K $9.96M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
103K
+ 20.85%
$7.46M - $8.56M
598K $56.5M
Apr 21, 2022 Q1 2022
Millburn Ridgefield Corp

BUY
 -
86.5K
+ 11.01%
$6.26M - $7.17M
873K $82.4M
May 10, 2022 Q1 2022
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
86.5K
+ 11.01%
$6.26M - $7.17M
873K $82.4M
May 16, 2022 Q1 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
85K
+ 104.53%
$6.14M - $7.04M
166K $15.7M
May 09, 2022 Q1 2022
Lake Street Financial LLC

BUY
 -
80.9K
New
$5.85M - $6.71M
80.9K $7.64M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
76.1K
+ 2.28%
$5.5M - $6.3M
3.42M $323M
May 13, 2022 Q1 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
76K
New
$5.5M - $6.3M
76K $7.18M
May 09, 2022 Q1 2022
Principal Financial Group Inc

Des Moines, IA
BUY
 -
71.7K
+ 57.29%
$5.18M - $5.94M
197K $18.6M
Nov 18, 2022 Q1 2022
Citizens Business Bank

Ontario, CA
BUY
 -
70.5K
+ 10.9%
$5.1M - $5.84M
717K $67.8M
May 16, 2022 Q1 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
59.1K
+ 27.31%
$4.27M - $4.9M
276K $26M
May 11, 2022 Q1 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
56K
+ 3.24%
$4.05M - $4.64M
1.78M $168M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
52.1K
+ 80.54%
$3.77M - $4.32M
117K $11M
May 02, 2022 Q1 2022
Gilbert & Cook, Inc.

BUY
 -
51.5K
+ 6.76%
$3.72M - $4.27M
812K $76.7M
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
51.4K
+ 1527.1%
$3.72M - $4.26M
54.8K $5.18M
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
51.3K
+ 33.65%
$3.71M - $4.25M
204K $19.2M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
51.1K
+ 10.21%
$3.69M - $4.23M
551K $52.1M
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
49.1K
+ 0.59%
$3.55M - $4.07M
8.39M $793M
May 03, 2022 Q1 2022
Round Table Services, LLC

BUY
 -
48.4K
+ 11.25%
$3.5M - $4.01M
478K $45.2M
May 12, 2022 Q1 2022
Rhumbline Advisers

Boston, MA
BUY
 -
47K
+ 176.98%
$3.4M - $3.9M
73.6K $6.95M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
43.1K
+ 19.93%
$3.12M - $3.57M
259K $24.5M
Apr 20, 2022 Q1 2022
Amarillo National Bank

BUY
 -
42.2K
+ 16.4%
$3.05M - $3.5M
300K $28.3M

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