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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 1.27% |
$7.23K - $8.29K
|
7.77K
$717K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-100- 0.18% |
$7.23K - $8.29K
|
55.1K
$5.09M
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-100- 3.66% |
$7.23K - $8.29K
|
2.63K
$243K
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-100- 1.25% |
$7.23K - $8.29K
|
7.9K
$729K
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-100- 0.53% |
$7.23K - $8.29K
|
18.8K
$1.73M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-100- 0.64% |
$7.23K - $8.29K
|
15.6K
$1.44M
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-102- 1.66% |
$7.37K - $8.45K
|
6.05K
$558K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-105- 9.52% |
$7.59K - $8.7K
|
998
$92.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-105Closed |
$7.59K - $8.7K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-110- 67.9% |
$7.95K - $9.12K
|
52
$4.8K
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-117- 0.17% |
$8.46K - $9.7K
|
69.3K
$6.4M
|
|
|
Feb 13, 2025
Q1 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-117- 2.9% |
$8.46K - $9.7K
|
3.91K
$361K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-120Closed |
$8.67K - $9.95K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-120- 5.66% |
$8.67K - $9.95K
|
2K
$185K
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-124- 1.54% |
$8.96K - $10.3K
|
7.9K
$729K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-131- 1.31% |
$9.47K - $10.9K
|
9.89K
$913K
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-133- 4.19% |
$9.61K - $11K
|
3.04K
$281K
|
|
|
May 16, 2022
Q1 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-133- 0.73% |
$9.61K - $11K
|
18K
$1.66M
|
|
|
Apr 22, 2022
Q1 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-137- 0.68% |
$9.9K - $11.4K
|
20K
$1.85M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-143- 1.89% |
$10.3K - $11.9K
|
7.43K
$686K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-144- 3.19% |
$10.4K - $11.9K
|
4.37K
$403K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-146- 0.77% |
$10.6K - $12.1K
|
18.7K
$1.73M
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-148Closed |
$10.7K - $12.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-166- 2.41% |
$12K - $13.8K
|
6.73K
$621K
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-167- 0.53% |
$12.1K - $13.8K
|
31.1K
$2.87M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-168Closed |
$12.1K - $13.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-190- 3.16% |
$13.7K - $15.7K
|
5.82K
$537K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-195- 3.64% |
$14.1K - $16.2K
|
5.16K
$476K
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-200- 5.72% |
$14.5K - $16.6K
|
3.3K
$304K
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-200- 2.21% |
$14.5K - $16.6K
|
8.85K
$817K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-200- 4.35% |
$14.5K - $16.6K
|
4.4K
$406K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-200- 9.52% |
$14.5K - $16.6K
|
1.9K
$175K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-200- 11.06% |
$14.5K - $16.6K
|
1.61K
$149K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-200- 3.51% |
$14.5K - $16.6K
|
5.5K
$507K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-210- 1.15% |
$15.2K - $17.4K
|
18.1K
$1.67M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-230- 3.55% |
$16.6K - $19.1K
|
6.25K
$577K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-232- 0.8% |
$16.8K - $19.2K
|
28.9K
$2.67M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-232- 6.75% |
$16.8K - $19.2K
|
3.2K
$296K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-234- 42.55% |
$16.9K - $19.4K
|
316
$29.2K
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-238- 0.47% |
$17.2K - $19.7K
|
50.6K
$4.67M
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-239- 2.56% |
$17.3K - $19.8K
|
9.08K
$838K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-242- 12.0% |
$17.5K - $20.1K
|
1.77K
$164K
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-244- 2.48% |
$17.6K - $20.2K
|
9.61K
$887K
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-244- 0.26% |
$17.6K - $20.2K
|
94.7K
$8.74M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-246- 17.19% |
$17.8K - $20.4K
|
1.19K
$109K
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-247- 0.54% |
$17.9K - $20.5K
|
45.6K
$4.21M
|
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-250- 1.29% |
$18.1K - $20.7K
|
19.1K
$1.76M
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-250- 4.46% |
$18.1K - $20.7K
|
5.35K
$494K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-252- 1.97% |
$18.2K - $20.9K
|
12.5K
$1.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-261- 1.39% |
$18.9K - $21.6K
|
18.5K
$1.71M
|