Purchases and Sales Made in Q1 2022 in Ishares Russell Mid Cap ETF (IWR)
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 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.07% |
$940 - $1.08K
|
18.7K
$1.68M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12+ 0.26% |
$867 - $995
|
4.6K
$412K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.18% |
$867 - $995
|
6.68K
$598K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.31% |
$795 - $912
|
3.57K
$319K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
11+ 0.18% |
$795 - $912
|
6.15K
$551K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11+ 0.03% |
$795 - $912
|
40.6K
$3.63M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.25% |
$795 - $912
|
4.35K
$390K
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
10+ 0.23% |
$723 - $829
|
4.27K
$382K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.22% |
$723 - $829
|
4.49K
$402K
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
10+ 0.27% |
$723 - $829
|
3.71K
$332K
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10+ 0.17% |
$723 - $829
|
5.87K
$525K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.23% |
$578 - $663
|
3.45K
$309K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.12% |
$506 - $580
|
5.87K
$526K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.24% |
$506 - $580
|
2.94K
$264K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6+ 0.15% |
$434 - $497
|
4.03K
$360K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6+ 0.08% |
$434 - $497
|
7.07K
$633K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.23% |
$434 - $497
|
2.62K
$235K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.02% |
$434 - $497
|
29.9K
$2.67M
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.15% |
$434 - $497
|
3.88K
$348K
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5+ 0.1% |
$361 - $414
|
4.82K
$432K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.1% |
$361 - $414
|
4.91K
$439K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.16% |
$361 - $414
|
3.1K
$277K
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.21% |
$361 - $414
|
2.4K
$214K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 1.43% |
$289 - $332
|
284
$25.4K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4+ 0.15% |
$289 - $332
|
2.6K
$233K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.32% |
$217 - $249
|
953
$85.3K
|
|
|
May 16, 2022
Q1 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3+ 0.12% |
$217 - $249
|
2.57K
$230K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.06% |
$217 - $249
|
5.27K
$472K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$145 - $166
|
20.8K
$1.87M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.04% |
$145 - $166
|
5.24K
$469K
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
2+ 0.03% |
$145 - $166
|
6.84K
$613K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.08% |
$145 - $166
|
2.53K
$226K
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.02% |
$145 - $166
|
8.06K
$722K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$145 - $166
|
37.5K
$3.36M
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$72.3 - $82.9
|
3.47K
$310K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$72.3 - $82.9
|
449
$40.2K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$72.3 - $82.9
|
10.7K
$956K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.22% |
$72.3 - $82.9
|
450
$40.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$72.3 - $82.9
|
14.4K
$1.29M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$72.3 - $82.9
|
1.4K
$125K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$72.3 - $82.9
|
3.33K
$298K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1Closed |
$72.3 - $82.9
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1- 0.01% |
$72.3 - $82.9
|
11.8K
$1.06M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1- 0.02% |
$72.3 - $82.9
|
4.85K
$434K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.02% |
$72.3 - $82.9
|
4.73K
$423K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-3- 1.7% |
$217 - $249
|
173
$15.5K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-6- 0.2% |
$434 - $497
|
2.99K
$268K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6- 0.1% |
$434 - $497
|
5.85K
$523K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-10- 0.07% |
$723 - $829
|
14K
$1.25M
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-15- 0.21% |
$1.08K - $1.24K
|
7.18K
$643K
|