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 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-21- 0.1% |
$1.52K - $1.74K
|
20.3K
$1.92M
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-22Closed |
$1.59K - $1.82K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-23- 0.23% |
$1.66K - $1.91K
|
10.1K
$952K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-25- 0.33% |
$1.81K - $2.07K
|
7.59K
$716K
|
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25- 0.08% |
$1.81K - $2.07K
|
31.8K
$3M
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
SELL
|
- |
-25- 28.41% |
$1.81K - $2.07K
|
63
$5.95K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-29- 0.56% |
$2.1K - $2.4K
|
5.13K
$484K
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-29- 0.77% |
$2.1K - $2.4K
|
3.73K
$352K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-31- 1.15% |
$2.24K - $2.57K
|
2.66K
$251K
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-32- 0.54% |
$2.31K - $2.65K
|
5.84K
$552K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-36Closed |
$2.6K - $2.98K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-41- 1.33% |
$2.96K - $3.4K
|
3.04K
$288K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-41- 0.4% |
$2.96K - $3.4K
|
10.1K
$958K
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-42- 1.36% |
$3.04K - $3.48K
|
3.05K
$288K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-42- 1.28% |
$3.04K - $3.48K
|
3.24K
$306K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-43- 0.82% |
$3.11K - $3.56K
|
5.21K
$492K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-44Closed |
$3.18K - $3.65K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-45- 1.25% |
$3.25K - $3.73K
|
3.55K
$336K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-49- 0.84% |
$3.54K - $4.06K
|
5.81K
$548K
|
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-50- 0.71% |
$3.61K - $4.14K
|
7.01K
$662K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-50- 1.57% |
$3.61K - $4.14K
|
3.13K
$296K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-50- 0.09% |
$3.61K - $4.14K
|
58.5K
$5.53M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-53- 1.76% |
$3.83K - $4.39K
|
2.96K
$280K
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-53- 0.97% |
$3.83K - $4.39K
|
5.39K
$509K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-55- 0.25% |
$3.98K - $4.56K
|
22K
$2.08M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-55- 0.69% |
$3.98K - $4.56K
|
7.95K
$751K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-60- 1.2% |
$4.34K - $4.97K
|
4.95K
$467K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-61- 0.36% |
$4.41K - $5.06K
|
17K
$1.61M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-61- 0.36% |
$4.41K - $5.06K
|
17K
$1.61M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-62- 2.17% |
$4.48K - $5.14K
|
2.8K
$265K
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-65- 1.05% |
$4.7K - $5.39K
|
6.12K
$578K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-65- 0.19% |
$4.7K - $5.39K
|
34.9K
$3.29M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-65- 0.66% |
$4.7K - $5.39K
|
9.79K
$925K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-66- 0.51% |
$4.77K - $5.47K
|
12.8K
$1.21M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-70- 9.79% |
$5.06K - $5.8K
|
645
$60.9K
|
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-71- 0.59% |
$5.13K - $5.89K
|
11.9K
$1.12M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-72- 1.18% |
$5.2K - $5.97K
|
6.04K
$570K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-74Closed |
$5.35K - $6.13K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-75Closed |
$5.42K - $6.22K
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-75- 0.28% |
$5.42K - $6.22K
|
26.9K
$2.54M
|
|
|
Apr 28, 2022
Q1 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-75- 0.37% |
$5.42K - $6.22K
|
20.1K
$1.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-79- 1.93% |
$5.71K - $6.55K
|
4.02K
$380K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-85- 0.11% |
$6.14K - $7.05K
|
78K
$7.37M
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-85- 0.13% |
$6.14K - $7.05K
|
65K
$6.13M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-86- 1.05% |
$6.22K - $7.13K
|
8.1K
$765K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-93- 36.47% |
$6.72K - $7.71K
|
162
$15.3K
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-99- 1.87% |
$7.16K - $8.21K
|
5.19K
$490K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-99- 1.88% |
$7.16K - $8.21K
|
5.16K
$488K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-100- 0.64% |
$7.23K - $8.29K
|
15.6K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-100- 1.25% |
$7.23K - $8.29K
|
7.9K
$746K
|