Purchases and Sales Made in Q1 2022 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 27, 2022 Q1 2022
1900 Wealth Management LLC

SELL
 -
-3.2K
- 13.5%
$231K - $265K
20.5K $1.89M
May 02, 2022 Q1 2022
Personal Cfo Solutions, LLC

SELL
 -
-3.28K
Closed
$237K - $272K
0 $0
Apr 26, 2022 Q1 2022
Norris Perne & French LLP

Grand Rapids, MI
SELL
 -
-3.31K
Closed
$239K - $274K
0 $0
Apr 04, 2022 Q1 2022
Stillwater Investment Management, LLC

SELL
 -
-3.34K
- 0.91%
$241K - $277K
362K $33.4M
Apr 20, 2022 Q1 2022
Sigma Investment Counselors Inc

SELL
 -
-3.36K
- 1.3%
$243K - $279K
254K $23.5M
May 16, 2022 Q1 2022
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-3.37K
- 10.06%
$243K - $279K
30.1K $2.78M
Aug 06, 2024 Q1 2022
Hantz Financial Services, Inc.

SELL
 -
-3.37K
- 1.37%
$244K - $280K
243K $22.5M
Aug 23, 2022 Q1 2022
Hantz Financial Services, Inc.

SELL
 -
-3.37K
- 1.37%
$244K - $280K
243K $22.5M
May 13, 2022 Q1 2022
Edgestream Partners, L.P.

Princeton, NJ
SELL
 -
-3.39K
Closed
$245K - $281K
0 $0
Apr 20, 2022 Q1 2022
Marcum Wealth, LLC

SELL
 -
-3.4K
- 17.96%
$246K - $282K
15.5K $1.43M
May 13, 2022 Q1 2022
Baltimore Washington Financial Advisors, Inc.

SELL
 -
-3.47K
- 2.36%
$251K - $288K
144K $13.2M
Apr 13, 2022 Q1 2022
Autus Asset Management, LLC

SELL
 -
-3.53K
Closed
$255K - $293K
0 $0
May 05, 2022 Q1 2022
North Rock Partners, LLC

SELL
 -
-3.71K
- 37.98%
$268K - $307K
6.06K $559K
May 10, 2022 Q1 2022
Mai Capital Management

SELL
 -
-3.73K
- 1.46%
$270K - $309K
252K $23.2M
Apr 15, 2022 Q1 2022
Valtinson Bruner Financial Planning LLC

SELL
 -
-3.78K
Closed
$273K - $313K
0 $0
May 16, 2022 Q1 2022
Select Equity Group, L.P.

New York, NY
SELL
 -
-3.81K
Closed
$275K - $316K
0 $0
May 09, 2022 Q1 2022
Old National Bancorp

SELL
 -
-3.82K
- 3.53%
$276K - $316K
104K $9.62M
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-3.94K
Closed
$285K - $327K
0 $0
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-4.08K
- 0.39%
$295K - $338K
1.05M $97.2M
Apr 29, 2022 Q1 2022
Gries Financial LLC

Cleveland, OH
SELL
 -
-4.11K
Closed
$297K - $340K
0 $0
May 31, 2023 Q1 2022
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-4.13K
Closed
$298K - $342K
0 $0
May 03, 2022 Q1 2022
Bordeaux Wealth Advisors LLC

SELL
 -
-4.14K
Closed
$299K - $343K
0 $0
Apr 14, 2022 Q1 2022
Cfm Wealth Partners LLC

SELL
 -
-4.17K
- 6.04%
$301K - $345K
64.8K $5.98M
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-4.24K
- 3.89%
$307K - $352K
105K $9.68M
Apr 14, 2022 Q1 2022
Gofen & Glossberg LLC

SELL
 -
-4.25K
- 2.14%
$307K - $352K
194K $17.9M
May 12, 2022 Q1 2022
Raymond James Trust N.A.

SELL
 -
-4.32K
- 3.7%
$312K - $358K
112K $10.4M
Apr 21, 2022 Q1 2022
First Heartland Consultants, Inc.

SELL
 -
-4.63K
Closed
$335K - $384K
0 $0
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-4.99K
- 15.99%
$361K - $414K
26.2K $2.42M
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

SELL
 -
-5.15K
- 22.63%
$372K - $427K
17.6K $1.62M
May 11, 2022 Q1 2022
Veritable, L.P.

Newtown Square, PA
SELL
 -
-5.25K
- 0.24%
$379K - $435K
2.21M $204M
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

SELL
 -
-5.33K
- 4.86%
$386K - $442K
104K $9.64M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-5.61K
- 23.98%
$406K - $465K
17.8K $1.64M
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-5.8K
- 0.63%
$419K - $481K
909K $83.9M
May 16, 2022 Q1 2022
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-6.04K
Closed
$436K - $500K
0 $0
May 17, 2022 Q1 2022
Robinson Value Management, Ltd.

San Antonio, TX
SELL
 -
-6.78K
Closed
$490K - $562K
0 $0
Apr 14, 2022 Q1 2022
Wells Trecaso Financial Group, LLC

SELL
 -
-7.24K
Closed
$523K - $600K
0 $0
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

SELL
 -
-7.35K
Closed
$532K - $610K
0 $0
May 13, 2022 Q1 2022
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-7.68K
Closed
$555K - $637K
0 $0
May 03, 2022 Q1 2022
Values First Advisors, Inc.

SELL
 -
-8.29K
Closed
$600K - $687K
0 $0
May 05, 2022 Q1 2022
Chemistry Wealth Management LLC

New York, NY
SELL
 -
-8.46K
Closed
$611K - $701K
0 $0
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-8.54K
Closed
$617K - $708K
0 $0
Apr 07, 2022 Q1 2022
Woodstock Corp

SELL
 -
-8.64K
- 4.07%
$624K - $716K
204K $18.8M
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-8.75K
Closed
$632K - $725K
0 $0
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-9.11K
- 22.94%
$659K - $755K
30.6K $2.83M
May 13, 2022 Q1 2022
Allie Family Office LLC

SELL
 -
-9.18K
Closed
$663K - $761K
0 $0
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-9.18K
- 28.13%
$664K - $761K
23.5K $2.17M
May 13, 2022 Q1 2022
Syntal Capital Partners, LLC

Midland, TX
SELL
 -
-9.24K
- 59.64%
$668K - $766K
6.25K $577K
May 11, 2022 Q1 2022
Argent Capital Management LLC

SELL
 -
-10K
Closed
$725K - $832K
0 $0
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-10.1K
Closed
$733K - $841K
0 $0

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