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 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.1K- 28.06% |
$801K - $918K
|
28.4K
$2.68M
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-11.3KClosed |
$818K - $938K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-11.6K- 44.02% |
$842K - $965K
|
14.8K
$1.4M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-11.8K- 7.65% |
$854K - $980K
|
143K
$13.5M
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-12.2K- 15.03% |
$883K - $1.01M
|
69K
$6.52M
|
|
May 11, 2022
Q1 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-12.5K- 18.31% |
$904K - $1.04M
|
55.8K
$5.27M
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.9K- 8.43% |
$930K - $1.07M
|
140K
$13.2M
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-12.9K- 41.66% |
$935K - $1.07M
|
18.1K
$1.71M
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-13.1K- 23.08% |
$949K - $1.09M
|
43.8K
$4.13M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.6K- 44.22% |
$984K - $1.13M
|
17.2K
$1.62M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.7KClosed |
$1.06M - $1.22M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-14.7K- 7.22% |
$1.06M - $1.22M
|
189K
$17.8M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-16.2K- 8.19% |
$1.17M - $1.34M
|
182K
$17.2M
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-16.7K- 77.92% |
$1.2M - $1.38M
|
4.72K
$446K
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-17.9K- 1.51% |
$1.3M - $1.49M
|
1.17M
$110M
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-18.4K- 20.62% |
$1.33M - $1.52M
|
70.8K
$6.69M
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-20K- 60.13% |
$1.45M - $1.66M
|
13.3K
$1.25M
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-20.2K- 19.75% |
$1.46M - $1.67M
|
82.1K
$7.76M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-20.6K- 54.21% |
$1.49M - $1.71M
|
17.4K
$1.65M
|
|
Apr 29, 2022
Q1 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-21.7K- 24.18% |
$1.57M - $1.8M
|
68K
$6.42M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.9K- 18.77% |
$1.66M - $1.9M
|
99.2K
$9.37M
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-25K- 87.01% |
$1.81M - $2.07M
|
3.73K
$353K
|
|
May 02, 2022
Q1 2022
|
Iridian Asset Management LLC
|
SELL
|
- |
-25.2KClosed |
$1.82M - $2.09M
|
0
$0
|
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
SELL
|
- |
-25.4K- 80.93% |
$1.84M - $2.11M
|
5.99K
$566K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-26K- 7.69% |
$1.88M - $2.16M
|
313K
$29.5M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-26K- 7.69% |
$1.88M - $2.16M
|
313K
$29.5M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27K- 1.97% |
$1.95M - $2.24M
|
1.35M
$127M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-27.4K- 21.14% |
$1.98M - $2.27M
|
102K
$9.65M
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-27.8KClosed |
$2.01M - $2.3M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-28.9K- 5.42% |
$2.09M - $2.4M
|
505K
$47.7M
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-30.2K- 9.78% |
$2.19M - $2.51M
|
279K
$26.4M
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-32.3K- 82.28% |
$2.33M - $2.68M
|
6.95K
$657K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-33.2K- 1.63% |
$2.4M - $2.76M
|
2M
$189M
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-33.6K- 65.88% |
$2.43M - $2.78M
|
17.4K
$1.64M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-34.7K- 8.24% |
$2.51M - $2.88M
|
386K
$36.5M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37.3K- 2.39% |
$2.7M - $3.09M
|
1.52M
$144M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-37.9KClosed |
$2.74M - $3.14M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-38.9K- 3.57% |
$2.81M - $3.22M
|
1.05M
$99.3M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-40.7K- 0.66% |
$2.94M - $3.37M
|
6.08M
$575M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-51K- 2.65% |
$3.69M - $4.23M
|
1.87M
$177M
|
|
May 16, 2022
Q1 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-53K- 92.08% |
$3.83M - $4.39M
|
4.56K
$431K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-55.8K- 16.64% |
$4.03M - $4.62M
|
280K
$26.4M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-57.9K- 0.64% |
$4.19M - $4.8M
|
9.02M
$852M
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-58.8KClosed |
$4.25M - $4.88M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-59.8K- 38.16% |
$4.33M - $4.96M
|
97K
$9.16M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60.9K- 0.89% |
$4.41M - $5.05M
|
6.81M
$643M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-76.5K- 2.35% |
$5.53M - $6.34M
|
3.18M
$300M
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-79.1K- 30.92% |
$5.72M - $6.56M
|
177K
$16.7M
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-79.7K- 47.53% |
$5.76M - $6.61M
|
88K
$8.31M
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-82.1KClosed |
$5.93M - $6.8M
|
0
$0
|