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 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.06KNew |
$221K - $254K
|
3.06K
$289K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.06K+ 24.89% |
$221K - $253K
|
15.3K
$1.45M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.04KNew |
$220K - $252K
|
3.04K
$287K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.03K+ 61.23% |
$219K - $251K
|
7.97K
$753K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.02KNew |
$218K - $250K
|
3.02K
$285K
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3K+ 23.54% |
$217K - $249K
|
15.7K
$1.49M
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$215K - $247K
|
2.98K
$281K
|
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.94KNew |
$213K - $244K
|
2.94K
$278K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
2.93K+ 26.83% |
$212K - $243K
|
13.8K
$1.31M
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.9KNew |
$210K - $241K
|
2.9K
$274K
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.88K+ 15.0% |
$208K - $238K
|
22K
$2.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.83KNew |
$204K - $234K
|
2.83K
$267K
|
|
|
May 02, 2022
Q1 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
2.76KNew |
$200K - $229K
|
2.76K
$261K
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
2.74K+ 3.59% |
$198K - $227K
|
78.9K
$7.46M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
2.73KNew |
$197K - $226K
|
2.73K
$258K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
2.72K+ 6.97% |
$196K - $225K
|
41.7K
$3.94M
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.68KNew |
$194K - $222K
|
2.68K
$253K
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.67KNew |
$193K - $221K
|
2.67K
$252K
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.64KNew |
$191K - $219K
|
2.64K
$249K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.53K+ 4.92% |
$183K - $210K
|
54K
$5.1M
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 27.08% |
$181K - $207K
|
11.7K
$1.11M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.46K+ 5.91% |
$178K - $204K
|
44K
$4.16M
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.43K+ 615.48% |
$175K - $201K
|
2.82K
$266K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2.41K+ 21.58% |
$174K - $199K
|
13.6K
$1.28M
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
2.38K+ 4.76% |
$172K - $197K
|
52.4K
$4.94M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.33K+ 27.85% |
$168K - $193K
|
10.7K
$1.01M
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
2.28K+ 41.99% |
$165K - $189K
|
7.72K
$729K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.21K+ 48.36% |
$160K - $183K
|
6.78K
$641K
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.21K+ 6.55% |
$160K - $183K
|
35.9K
$3.39M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 9.05% |
$159K - $183K
|
26.6K
$2.51M
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.19K+ 13.42% |
$158K - $182K
|
18.5K
$1.75M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.06K+ 12.38% |
$149K - $171K
|
18.7K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.02K+ 2.3% |
$146K - $168K
|
90K
$8.5M
|
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
2.02K+ 4.93% |
$146K - $167K
|
42.9K
$4.05M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.01K+ 20.74% |
$145K - $166K
|
11.7K
$1.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2K+ 1.34% |
$145K - $166K
|
151K
$14.3M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.94K+ 4.72% |
$140K - $160K
|
42.9K
$4.05M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1.92K+ 3.55% |
$139K - $159K
|
55.9K
$5.28M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
1.89K+ 1.81% |
$137K - $157K
|
107K
$10.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.88K+ 28.43% |
$136K - $156K
|
8.5K
$803K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.86K+ 6.28% |
$134K - $154K
|
31.4K
$2.97M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.86K+ 4.95% |
$134K - $154K
|
39.4K
$3.72M
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.85K+ 29.15% |
$134K - $153K
|
8.2K
$774K
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 71.79% |
$133K - $153K
|
4.42K
$417K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.83KNew |
$132K - $152K
|
1.83K
$173K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.77K+ 4.84% |
$128K - $147K
|
38.3K
$3.61M
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.76K+ 5.66% |
$127K - $146K
|
32.9K
$3.11M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.73K+ 1.9% |
$125K - $144K
|
93K
$8.78M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.73K+ 1.9% |
$125K - $144K
|
93K
$8.78M
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.72K+ 16.18% |
$124K - $142K
|
12.3K
$1.16M
|