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 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-586- 2.33% |
$42.4K - $48.6K
|
24.6K
$2.35M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-589- 8.3% |
$42.6K - $48.8K
|
6.51K
$621K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-590- 5.5% |
$42.7K - $48.9K
|
10.1K
$967K
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
SELL
|
- |
-591- 6.11% |
$42.7K - $49K
|
9.08K
$866K
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-600- 13.41% |
$43.4K - $49.7K
|
3.88K
$369K
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-609- 2.05% |
$44K - $50.5K
|
29.1K
$2.77M
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-614Closed |
$44.4K - $50.9K
|
0
$0
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-618- 3.29% |
$44.7K - $51.2K
|
18.2K
$1.73M
|
|
May 05, 2022
Q1 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-633- 8.12% |
$45.8K - $52.5K
|
7.16K
$683K
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-634- 11.88% |
$45.8K - $52.6K
|
4.7K
$448K
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-640- 18.02% |
$46.3K - $53K
|
2.91K
$278K
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
SELL
|
- |
-641- 1.3% |
$46.3K - $53.1K
|
48.8K
$4.65M
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-650- 14.19% |
$47K - $53.9K
|
3.93K
$375K
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-664- 8.11% |
$48K - $55K
|
7.53K
$718K
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-668- 5.38% |
$48.3K - $55.4K
|
11.8K
$1.12M
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-672- 83.58% |
$48.6K - $55.7K
|
132
$12.6K
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-676- 17.33% |
$48.9K - $56K
|
3.22K
$307K
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-684- 3.56% |
$49.4K - $56.7K
|
18.5K
$1.77M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-695- 2.81% |
$50.2K - $57.6K
|
24.1K
$2.29M
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-700- 16.29% |
$50.6K - $58K
|
3.6K
$343K
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-700- 15.56% |
$50.6K - $58K
|
3.8K
$362K
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-704- 1.78% |
$50.9K - $58.4K
|
38.9K
$3.71M
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-708- 10.16% |
$51.2K - $58.7K
|
6.26K
$597K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-719- 12.73% |
$52K - $59.6K
|
4.93K
$470K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-720- 11.64% |
$52K - $59.7K
|
5.47K
$521K
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-740- 75.13% |
$53.5K - $61.3K
|
245
$23.4K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-743- 19.08% |
$53.7K - $61.6K
|
3.15K
$300K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-756- 3.87% |
$54.7K - $62.7K
|
18.8K
$1.79M
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-761- 5.37% |
$55K - $63.1K
|
13.4K
$1.28M
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-765- 14.84% |
$55.3K - $63.4K
|
4.39K
$418K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-778- 2.88% |
$56.2K - $64.5K
|
26.2K
$2.5M
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-792- 3.19% |
$57.3K - $65.6K
|
24.1K
$2.29M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-798- 9.41% |
$57.7K - $66.1K
|
7.68K
$732K
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-807- 16.57% |
$58.3K - $66.9K
|
4.06K
$387K
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-837- 0.14% |
$60.5K - $69.4K
|
610K
$58.2M
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-842Closed |
$60.9K - $69.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-873- 14.04% |
$63.1K - $72.4K
|
5.35K
$510K
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-880- 8.68% |
$63.6K - $72.9K
|
9.26K
$883K
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
SELL
|
- |
-904- 2.76% |
$65.4K - $74.9K
|
31.9K
$3.04M
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-912- 10.74% |
$65.9K - $75.6K
|
7.58K
$722K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-919- 7.67% |
$66.4K - $76.2K
|
11.1K
$1.06M
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-925- 4.27% |
$66.9K - $76.7K
|
20.7K
$1.98M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-939- 1.91% |
$67.9K - $77.8K
|
48.1K
$4.59M
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-944Closed |
$68.2K - $78.2K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-948- 15.89% |
$68.5K - $78.6K
|
5.02K
$478K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-948- 3.2% |
$68.5K - $78.6K
|
28.7K
$2.74M
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
SELL
|
- |
-953- 0.72% |
$68.9K - $79K
|
131K
$12.5M
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-970- 3.8% |
$70.1K - $80.4K
|
24.6K
$2.34M
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-985- 2.39% |
$71.2K - $81.6K
|
40.2K
$3.83M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-995- 1.42% |
$71.9K - $82.5K
|
69.1K
$6.58M
|