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 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
39.9K+ 8.27% |
$2.89M - $3.31M
|
523K
$49.4M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37.6K+ 15.21% |
$2.72M - $3.12M
|
285K
$26.9M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
37.2K+ 6.17% |
$2.69M - $3.08M
|
639K
$60.4M
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
36KNew |
$2.6M - $2.98M
|
36K
$3.4M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
35.8KNew |
$2.59M - $2.97M
|
35.8K
$3.38M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
35.2KNew |
$2.54M - $2.92M
|
35.2K
$3.32M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
35.1K+ 9.77% |
$2.54M - $2.91M
|
395K
$37.3M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
33.9K+ 4.75% |
$2.45M - $2.81M
|
748K
$70.6M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.7K+ 4.14% |
$2.44M - $2.79M
|
847K
$80M
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
33.4K+ 4.14% |
$2.42M - $2.77M
|
841K
$79.4M
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
31.6K+ 3.13% |
$2.28M - $2.62M
|
1.04M
$98.3M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
30.8K+ 13.29% |
$2.23M - $2.55M
|
263K
$24.8M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30.6K+ 5.39% |
$2.21M - $2.54M
|
598K
$56.5M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.3K+ 85.55% |
$2.19M - $2.51M
|
65.7K
$6.2M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
29.7K+ 0.71% |
$2.15M - $2.46M
|
4.24M
$400M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.6KNew |
$2.14M - $2.46M
|
29.6K
$2.8M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.6K+ 2.48% |
$2.14M - $2.45M
|
1.22M
$115M
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
29.2K+ 8.45% |
$2.11M - $2.42M
|
375K
$35.4M
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
28.6K+ 5.74% |
$2.07M - $2.37M
|
527K
$49.8M
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
27.7K+ 40.97% |
$2M - $2.29M
|
95.2K
$8.99M
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
27.4K+ 42.73% |
$1.98M - $2.27M
|
91.4K
$8.64M
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
26K+ 300.56% |
$1.88M - $2.15M
|
34.6K
$3.27M
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
25.4KNew |
$1.83M - $2.1M
|
25.4K
$2.4M
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
25.1K+ 347.11% |
$1.81M - $2.08M
|
32.3K
$3.05M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.1K+ 2.94% |
$1.81M - $2.08M
|
878K
$83M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.9K+ 559.19% |
$1.8M - $2.06M
|
29.3K
$2.77M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.3K+ 1.21% |
$1.76M - $2.02M
|
2.04M
$193M
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
24.1KNew |
$1.74M - $1.99M
|
24.1K
$2.27M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24K+ 6.49% |
$1.73M - $1.99M
|
393K
$37.1M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.7K+ 65.26% |
$1.71M - $1.97M
|
60K
$5.67M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
23.3K+ 15.72% |
$1.68M - $1.93M
|
171K
$16.2M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
22.5K+ 251.83% |
$1.63M - $1.86M
|
31.4K
$2.97M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
22.1KNew |
$1.6M - $1.84M
|
22.1K
$2.09M
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
21.1K+ 100.2% |
$1.52M - $1.75M
|
42.1K
$3.98M
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
21.1KNew |
$1.52M - $1.74M
|
21.1K
$1.99M
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
20.5K+ 13.75% |
$1.49M - $1.7M
|
170K
$16.1M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.5K+ 1.89% |
$1.48M - $1.7M
|
1.11M
$104M
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
BUY
|
- |
20.1K+ 722.86% |
$1.45M - $1.66M
|
22.9K
$2.16M
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
20.1KNew |
$1.45M - $1.66M
|
20.1K
$1.89M
|
|
Apr 26, 2022
Q1 2022
|
Nvest Financial, LLC
|
BUY
|
- |
19.8KNew |
$1.43M - $1.64M
|
19.8K
$1.87M
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
18.2K+ 11.87% |
$1.32M - $1.51M
|
172K
$16.2M
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
18K+ 8.55% |
$1.3M - $1.49M
|
229K
$21.6M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.9K+ 59.49% |
$1.29M - $1.48M
|
47.9K
$4.52M
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
17.7KNew |
$1.28M - $1.47M
|
17.7K
$1.68M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.7K+ 22.84% |
$1.28M - $1.47M
|
95.4K
$9.01M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
17.6K+ 10.27% |
$1.27M - $1.46M
|
189K
$17.9M
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17.1K+ 168.24% |
$1.23M - $1.41M
|
27.2K
$2.57M
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
16.7K+ 5.56% |
$1.2M - $1.38M
|
316K
$29.9M
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
16.5K+ 11.87% |
$1.19M - $1.36M
|
155K
$14.6M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
15.7K+ 7.88% |
$1.13M - $1.3M
|
214K
$20.2M
|