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
Jul 20, 2023 Q1 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
5.75K
+ 185.24%
$416K - $476K
8.85K $844K
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
5.56K
+ 14.07%
$402K - $461K
45.1K $4.3M
Apr 28, 2022 Q1 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
5.53K
+ 30.6%
$400K - $458K
23.6K $2.25M
May 02, 2022 Q1 2022
Pinnacle Financial Partners Inc

BUY
 -
5.41K
+ 18.74%
$391K - $448K
34.3K $3.27M
May 09, 2022 Q1 2022
Mycio Wealth Partners, LLC

BUY
 -
5.29K
+ 16.72%
$382K - $438K
36.9K $3.52M
May 11, 2022 Q1 2022
Argent Trust CO

Nashville, TN
BUY
 -
5.18K
+ 10.72%
$375K - $430K
53.6K $5.11M
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

BUY
 -
5.17K
+ 49.01%
$374K - $429K
15.7K $1.5M
May 09, 2022 Q1 2022
Jackson Hole Capital Partners, LLC

BUY
 -
5.17K
+ 75.65%
$374K - $429K
12K $1.14M
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
5.1K
+ 26.27%
$369K - $423K
24.5K $2.34M
May 13, 2022 Q1 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
5K
New
$361K - $414K
5K $477K
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

BUY
 -
4.86K
+ 196.64%
$351K - $402K
7.32K $698K
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.74K
+ 0.73%
$343K - $393K
656K $62.6M
Nov 07, 2023 Q1 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
4.66K
+ 8.49%
$337K - $387K
59.6K $5.68M
May 04, 2022 Q1 2022
Southern Capital Advisors, LLC

BUY
 -
4.63K
+ 50.14%
$335K - $384K
13.9K $1.32M
May 13, 2022 Q1 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
4.51K
New
$326K - $374K
4.51K $430K
May 03, 2022 Q1 2022
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
4.47K
+ 7.48%
$323K - $371K
64.2K $6.12M
May 16, 2022 Q1 2022
Angeles Wealth Management, LLC

BUY
 -
4.44K
New
$321K - $368K
4.44K $424K
May 11, 2022 Q1 2022
Legacy Advisors, LLC

BUY
 -
4.38K
+ 84.02%
$316K - $363K
9.58K $914K
May 09, 2022 Q1 2022
Avantax Planning Partners, Inc.

BUY
 -
4.37K
New
$316K - $362K
4.37K $417K
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

BUY
 -
4.37K
+ 10.71%
$316K - $362K
45.2K $4.31M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.27K
+ 17.35%
$308K - $354K
28.9K $2.75M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.27K
+ 17.35%
$308K - $354K
28.9K $2.75M
Apr 08, 2022 Q1 2022
Trust CO

BUY
 -
4.2K
New
$303K - $348K
4.2K $400K
May 04, 2022 Q1 2022
Sentinel Trust CO Lba

Houston, TX
BUY
 -
4.01K
New
$290K - $332K
4.01K $382K
May 13, 2022 Q1 2022
Alerus Financial Na

Grand Forks, ND
BUY
 -
3.99K
+ 1.05%
$289K - $331K
385K $36.7M
May 16, 2022 Q1 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
3.98K
+ 4.79%
$287K - $329K
87K $8.3M
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
3.96K
New
$286K - $328K
3.96K $378K
Apr 15, 2022 Q1 2022
Paladin Advisory Group, LLC

BUY
 -
3.88K
New
$280K - $321K
3.88K $370K
May 04, 2022 Q1 2022
Thoroughbred Financial Services, LLC

BUY
 -
3.88K
+ 41.28%
$280K - $321K
13.3K $1.26M
May 12, 2022 Q1 2022
German American Bancorp, Inc.

Jasper, IN
BUY
 -
3.76K
+ 0.47%
$272K - $312K
807K $76.9M
May 10, 2022 Q1 2022
Alamar Capital Management, LLC

BUY
 -
3.75K
+ 59.3%
$271K - $311K
10.1K $960K
May 24, 2022 Q1 2022
Reynolds Investment Management, Inc.

BUY
 -
3.65K
New
$264K - $303K
3.65K $348K
Apr 15, 2022 Q1 2022
Steph & CO

BUY
 -
3.65K
+ 2.51%
$264K - $303K
149K $14.2M
Apr 12, 2022 Q1 2022
Brookstone Capital Management

BUY
 -
3.63K
New
$263K - $301K
3.63K $346K
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
BUY
 -
3.5K
+ 1.54%
$253K - $290K
232K $22.1M
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

BUY
 -
3.48K
+ 30.7%
$252K - $289K
14.8K $1.41M
May 16, 2022 Q1 2022
Moore Capital Management, LP

New York, NY
BUY
 -
3.45K
New
$249K - $286K
3.45K $329K
Apr 19, 2022 Q1 2022
Foundations Investment Advisors, LLC

BUY
 -
3.42K
New
$247K - $284K
3.42K $326K
May 04, 2022 Q1 2022
Lyell Wealth Management, LP

BUY
 -
3.42K
+ 28.26%
$247K - $283K
15.5K $1.48M
May 09, 2022 Q1 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
3.37K
New
$244K - $279K
3.37K $321K
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
3.34K
+ 4.27%
$242K - $277K
81.5K $7.77M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
3.34K
New
$241K - $277K
3.34K $318K
May 10, 2022 Q1 2022
Provence Wealth Management Group

BUY
 -
3.32K
+ 73.5%
$240K - $275K
7.84K $747K
Apr 14, 2022 Q1 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
3.25K
New
$235K - $269K
3.25K $310K
May 11, 2022 Q1 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
3.2K
+ 26.7%
$231K - $265K
15.2K $1.45M
May 13, 2022 Q1 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
3.2K
New
$231K - $265K
3.2K $305K
May 05, 2022 Q1 2022
Nadler Financial Group, Inc.

BUY
 -
3.11K
+ 7.21%
$225K - $258K
46.3K $4.41M
May 06, 2022 Q1 2022
Hilton Capital Management, LLC

BUY
 -
3.08K
New
$223K - $255K
3.08K $294K
May 12, 2022 Q1 2022
Heron Financial Group, LLC

BUY
 -
3.06K
+ 2.92%
$221K - $254K
108K $10.3M

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