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 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.6K+ 1.75% |
$1.13M - $1.29M
|
906K
$86.3M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
15.6K+ 2098.92% |
$1.13M - $1.29M
|
16.3K
$1.56M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
15.3KNew |
$1.11M - $1.27M
|
15.3K
$1.46M
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
15.2K+ 30.79% |
$1.1M - $1.26M
|
64.7K
$6.17M
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
15K+ 1.76% |
$1.08M - $1.24M
|
868K
$82.7M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
13.5K+ 141.97% |
$976K - $1.12M
|
23K
$2.19M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
13.5K+ 69.58% |
$975K - $1.12M
|
32.9K
$3.13M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.2K+ 2.29% |
$882K - $1.01M
|
545K
$51.9M
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
11.4KNew |
$827K - $948K
|
11.4K
$1.09M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.4K+ 4567.6% |
$825K - $947K
|
11.7K
$1.11M
|
|
Apr 20, 2022
Q1 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
11.3K+ 3.31% |
$818K - $938K
|
353K
$33.6M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11K+ 0.59% |
$792K - $909K
|
1.88M
$179M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.9K+ 6.23% |
$788K - $904K
|
186K
$17.7M
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
10.8K+ 40.82% |
$782K - $896K
|
37.3K
$3.56M
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
10.8K+ 8.18% |
$778K - $892K
|
142K
$13.6M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 2.81% |
$769K - $881K
|
390K
$37.1M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 3.33% |
$737K - $845K
|
317K
$30.2M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.2KNew |
$736K - $843K
|
10.2K
$970K
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
10.1KNew |
$732K - $840K
|
10.1K
$966K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.95K+ 23.74% |
$720K - $825K
|
51.9K
$4.94M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.63K+ 0.9% |
$696K - $798K
|
1.08M
$103M
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9.6K+ 260.8% |
$694K - $796K
|
13.3K
$1.27M
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
9.36K+ 27.15% |
$677K - $776K
|
43.8K
$4.18M
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
9.09K+ 36.65% |
$657K - $754K
|
33.9K
$3.23M
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
9.06K+ 12.88% |
$655K - $751K
|
79.5K
$7.58M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
8.96KNew |
$648K - $743K
|
8.96K
$854K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.87K+ 1.66% |
$641K - $735K
|
542K
$51.7M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.82K+ 97.96% |
$638K - $731K
|
17.8K
$1.7M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8.82KNew |
$637K - $731K
|
8.82K
$840K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
8.4K+ 600.86% |
$607K - $696K
|
9.8K
$934K
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
8.22K+ 19.15% |
$595K - $682K
|
51.2K
$4.88M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
8.02K+ 711.36% |
$580K - $665K
|
9.14K
$872K
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
7.86KNew |
$568K - $651K
|
7.86K
$749K
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.84K+ 2.92% |
$567K - $650K
|
277K
$26.4M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.68K+ 8.22% |
$555K - $637K
|
101K
$9.64M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.63K+ 179.91% |
$551K - $632K
|
11.9K
$1.13M
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
7.57K+ 12.14% |
$547K - $628K
|
70K
$6.67M
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7.55K+ 7.29% |
$546K - $626K
|
111K
$10.6M
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.49K+ 3.12% |
$541K - $621K
|
247K
$23.6M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.47K+ 2.68% |
$540K - $619K
|
286K
$27.2M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.42KNew |
$536K - $615K
|
7.42K
$707K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.37KNew |
$532K - $611K
|
7.37K
$702K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.82K+ 100.92% |
$493K - $565K
|
13.6K
$1.29M
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
6.71KNew |
$485K - $556K
|
6.71K
$639K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.53K+ 0.73% |
$472K - $541K
|
899K
$85.7M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.5KNew |
$470K - $539K
|
6.5K
$620K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.45K+ 13.44% |
$466K - $535K
|
54.4K
$5.19M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.32K+ 514.67% |
$457K - $523K
|
7.54K
$719K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.07K+ 84.1% |
$439K - $503K
|
13.3K
$1.27M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.9K+ 19.84% |
$427K - $489K
|
35.7K
$3.4M
|