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 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.03K- 35.2% |
$147K - $168K
|
3.74K
$357K
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 1.75% |
$151K - $174K
|
117K
$11.2M
|
|
May 06, 2022
Q1 2022
|
Private Management Group Inc
|
SELL
|
- |
-2.1K- 6.34% |
$152K - $174K
|
31.1K
$2.96M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.11K- 8.27% |
$152K - $175K
|
23.4K
$2.23M
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-2.12K- 9.52% |
$153K - $176K
|
20.2K
$1.92M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.15K- 5.38% |
$155K - $178K
|
37.8K
$3.6M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.2K- 17.32% |
$159K - $182K
|
10.5K
$1M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.21K- 19.79% |
$160K - $183K
|
8.96K
$855K
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.23K- 27.0% |
$161K - $185K
|
6.04K
$576K
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.25K- 12.05% |
$163K - $187K
|
16.4K
$1.57M
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.26K- 26.14% |
$164K - $187K
|
6.39K
$609K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.31K- 5.57% |
$167K - $192K
|
39.1K
$3.73M
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-2.36K- 59.88% |
$171K - $196K
|
1.58K
$151K
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.39K- 2.83% |
$173K - $198K
|
82K
$7.82M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.41KClosed |
$174K - $200K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.42KClosed |
$175K - $200K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2.43KClosed |
$175K - $201K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
17 Capital Partners, LLC
|
SELL
|
- |
-2.44KClosed |
$176K - $202K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.49KClosed |
$180K - $206K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-2.49K- 3.11% |
$180K - $207K
|
77.6K
$7.39M
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.5KClosed |
$181K - $207K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.5KClosed |
$181K - $207K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.52KClosed |
$182K - $209K
|
0
$0
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.52K- 35.82% |
$182K - $209K
|
4.52K
$431K
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-2.53KClosed |
$183K - $210K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.53KClosed |
$183K - $210K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.59K- 9.64% |
$187K - $214K
|
24.2K
$2.31M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.59KClosed |
$187K - $215K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.6KClosed |
$188K - $215K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 22.01% |
$189K - $216K
|
9.24K
$881K
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.64K- 3.47% |
$191K - $219K
|
73.5K
$7M
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.65KClosed |
$191K - $219K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.67KClosed |
$193K - $221K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.69KClosed |
$195K - $223K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.82KClosed |
$204K - $234K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.86K- 2.63% |
$206K - $237K
|
106K
$10.1M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.9KClosed |
$209K - $240K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.91K- 0.69% |
$211K - $242K
|
418K
$39.9M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.93K- 27.77% |
$212K - $243K
|
7.63K
$728K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.94K- 29.58% |
$212K - $243K
|
6.99K
$666K
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.94K- 32.92% |
$213K - $244K
|
5.99K
$571K
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3K- 21.02% |
$217K - $248K
|
11.3K
$1.07M
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-3.08KClosed |
$222K - $255K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.15K- 8.71% |
$228K - $261K
|
33K
$3.15M
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.16KClosed |
$229K - $262K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-3.16K- 22.61% |
$229K - $262K
|
10.8K
$1.03M
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.18KClosed |
$230K - $263K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.2K- 13.5% |
$231K - $265K
|
20.5K
$1.95M
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.28KClosed |
$237K - $272K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-3.31KClosed |
$239K - $274K
|
0
$0
|