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 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.03K- 0.35% |
$74.6K - $85.5K
|
293K
$27.7M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.03K- 1.61% |
$74.7K - $85.7K
|
63.3K
$5.98M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-1.04K- 3.21% |
$75.3K - $86.3K
|
31.4K
$2.97M
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.05K- 11.21% |
$75.5K - $86.6K
|
8.28K
$782K
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.05K- 14.94% |
$76K - $87.2K
|
5.99K
$566K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.08K- 5.29% |
$78.2K - $89.7K
|
19.4K
$1.83M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1.1K- 2.09% |
$79.4K - $91K
|
51.3K
$4.85M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.12K- 11.82% |
$81K - $92.9K
|
8.37K
$790K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.13K- 5.37% |
$81.4K - $93.3K
|
19.9K
$1.88M
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.15K- 25.48% |
$83.1K - $95.3K
|
3.36K
$318K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.15K- 3.14% |
$83.3K - $95.5K
|
35.5K
$3.35M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.16K- 3.38% |
$84.1K - $96.5K
|
33.2K
$3.14M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.18K- 3.33% |
$85.2K - $97.7K
|
34.2K
$3.23M
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.2K- 3.21% |
$86.7K - $99.5K
|
36.2K
$3.42M
|
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.21KClosed |
$87.3K - $100K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.25K- 6.65% |
$90.2K - $103K
|
17.5K
$1.65M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.34K- 1.98% |
$97.2K - $111K
|
66.6K
$6.29M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 6.81% |
$98.7K - $113K
|
18.7K
$1.77M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.39K- 18.14% |
$100K - $115K
|
6.25K
$590K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.4K- 5.38% |
$101K - $116K
|
24.6K
$2.32M
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.44K- 8.26% |
$104K - $119K
|
16K
$1.51M
|
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.44K- 5.19% |
$104K - $119K
|
26.3K
$2.48M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.46KClosed |
$106K - $121K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.48K- 3.69% |
$107K - $123K
|
38.6K
$3.65M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.49K- 22.61% |
$107K - $123K
|
5.08K
$480K
|
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.5K- 9.52% |
$108K - $124K
|
14.3K
$1.35M
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.53K- 2.09% |
$111K - $127K
|
71.8K
$6.78M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.53K- 8.12% |
$111K - $127K
|
17.4K
$1.64M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.59K- 12.14% |
$115K - $132K
|
11.5K
$1.09M
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.61K- 9.57% |
$117K - $134K
|
15.3K
$1.44M
|
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.71K- 39.37% |
$123K - $141K
|
2.63K
$248K
|
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.71K- 34.0% |
$124K - $142K
|
3.33K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 2.85% |
$129K - $148K
|
60.8K
$5.74M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.89K- 11.52% |
$136K - $156K
|
14.5K
$1.37M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.9K- 10.91% |
$137K - $158K
|
15.5K
$1.47M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.92K- 41.15% |
$138K - $159K
|
2.74K
$259K
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.92K- 10.97% |
$139K - $159K
|
15.6K
$1.47M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.92K- 4.11% |
$139K - $159K
|
44.8K
$4.23M
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.92K- 24.46% |
$139K - $159K
|
5.94K
$561K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.93K- 79.26% |
$139K - $160K
|
504
$47.6K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 1.41% |
$140K - $161K
|
136K
$12.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.95K- 4.33% |
$141K - $162K
|
43.1K
$4.07M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.96K- 48.83% |
$141K - $162K
|
2.05K
$194K
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.96K- 3.32% |
$142K - $162K
|
57K
$5.38M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.96K- 2.48% |
$142K - $163K
|
77.1K
$7.28M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-1.97K- 1.98% |
$142K - $163K
|
97.6K
$9.22M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.97K- 7.83% |
$142K - $163K
|
23.2K
$2.19M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.97K- 28.09% |
$142K - $163K
|
5.04K
$476K
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.98KClosed |
$143K - $164K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2K- 14.34% |
$145K - $166K
|
11.9K
$1.13M
|