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
May 05, 2022 Q1 2022
Ifg Advisors, LLC

BUY
 -
1.66K
+ 10.89%
$120K - $137K
16.9K $1.59M
May 12, 2022 Q1 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.6K
+ 8.3%
$116K - $132K
20.9K $1.97M
May 02, 2022 Q1 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
1.59K
+ 33.54%
$115K - $131K
6.32K $596K
Dec 18, 2023 Q1 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
1.58K
+ 10.37%
$114K - $131K
16.8K $1.59M
May 09, 2022 Q1 2022
Dentgroup LLC

BUY
 -
1.58K
+ 24.01%
$114K - $131K
8.14K $769K
May 16, 2022 Q1 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1.57K
+ 55.07%
$114K - $130K
4.43K $419K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.54K
+ 22.93%
$111K - $128K
8.26K $780K
May 03, 2022 Q1 2022
Smith & Howard Wealth Management, LLC

BUY
 -
1.54K
+ 19.28%
$111K - $128K
9.53K $900K
Oct 13, 2022 Q1 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
1.53K
+ 7.78%
$110K - $127K
21.2K $2M
May 16, 2022 Q1 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
1.53K
+ 7.78%
$110K - $127K
21.2K $2M
May 04, 2022 Q1 2022
Financial Advisory Service, Inc.

BUY
 -
1.51K
+ 8.21%
$109K - $125K
19.9K $1.88M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
1.5K
+ 6.19%
$109K - $125K
25.8K $2.44M
Apr 25, 2022 Q1 2022
Wesbanco Bank Inc

BUY
 -
1.49K
+ 2.74%
$108K - $124K
56K $5.29M
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
1.48K
New
$107K - $123K
1.48K $140K
May 11, 2022 Q1 2022
Oak Harbor Wealth Partners, LLC

BUY
 -
1.46K
+ 62.47%
$106K - $121K
3.81K $359K
May 13, 2022 Q1 2022
Cpwm, LLC

Seattle, WA
BUY
 -
1.36K
+ 23.36%
$98K - $112K
7.16K $676K
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

BUY
 -
1.31K
+ 31.06%
$94.3K - $108K
5.51K $520K
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
1.28K
+ 8.19%
$92.2K - $106K
16.8K $1.59M
Apr 22, 2022 Q1 2022
David Katz Matrix Asset Advisors Inc
BUY
 -
1.26K
+ 23.22%
$90.8K - $104K
6.66K $629K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
1.24K
+ 11.03%
$89.4K - $102K
12.4K $1.17M
Apr 13, 2022 Q1 2022
Carret Asset Management, LLC

BUY
 -
1.23K
+ 1.79%
$89.1K - $102K
70.1K $6.62M
Apr 05, 2022 Q1 2022
Appleton Partners Inc

BUY
 -
1.21K
+ 4.16%
$87.1K - $99.9K
30.2K $2.85M
May 13, 2022 Q1 2022
Brighton Jones LLC

BUY
 -
1.2K
+ 1.12%
$86.6K - $99.3K
108K $10.2M
May 09, 2022 Q1 2022
Parsec Financial Management, Inc.

BUY
 -
1.16K
+ 2.25%
$83.6K - $95.9K
52.5K $4.96M
May 12, 2022 Q1 2022
Edgemoor Investment Advisors, Inc.

BUY
 -
1.14K
+ 23.65%
$82.4K - $94.5K
5.96K $563K
Apr 29, 2022 Q1 2022
Tranquility Partners, LLC

BUY
 -
1.13K
+ 24.01%
$81.3K - $93.3K
5.81K $549K
May 16, 2022 Q1 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
1.12K
+ 2.49%
$80.6K - $92.4K
46K $4.34M
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
1.1K
+ 7.8%
$79.7K - $91.3K
15.2K $1.44M
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.09K
+ 5.04%
$78.6K - $90.1K
22.7K $2.14M
May 06, 2022 Q1 2022
Btc Capital Management, Inc.

BUY
 -
1.09K
+ 1.77%
$78.6K - $90.1K
62.6K $5.91M
Apr 12, 2022 Q1 2022
Moody National Bank Trust Division

BUY
 -
1.07K
+ 2.13%
$77.5K - $88.9K
51.5K $4.86M
Apr 26, 2022 Q1 2022
Arrow Financial Corp

BUY
 -
1.06K
+ 24.36%
$76.3K - $87.5K
5.39K $509K
May 04, 2022 Q1 2022
Windsor Group LTD

BUY
 -
1.03K
+ 12.67%
$74.1K - $85K
9.12K $861K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
BUY
 -
1.03K
+ 2.17%
$74.1K - $85K
48.4K $4.57M
May 13, 2022 Q1 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.01K
+ 29.55%
$73.3K - $84.1K
4.45K $420K
May 03, 2022 Q1 2022
Carl P. Sherr & Co., LLC

BUY
 -
950
+ 11.8%
$68.7K - $78.7K
9K $850K
May 03, 2022 Q1 2022
First National Trust CO

BUY
 -
922
+ 1.84%
$66.7K - $76.4K
51.1K $4.82M
May 09, 2022 Q1 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
920
+ 5.49%
$66.5K - $76.3K
17.7K $1.67M
May 02, 2022 Q1 2022
Patriot Investment Management Inc.

BUY
 -
906
+ 6.67%
$65.5K - $75.1K
14.5K $1.37M
May 05, 2022 Q1 2022
Osborne Partners Capital Management, LLC

BUY
 -
900
+ 24.73%
$65.1K - $74.6K
4.54K $429K
May 16, 2022 Q1 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
854
+ 15.64%
$61.7K - $70.8K
6.31K $596K
Apr 05, 2022 Q1 2022
Fulton Bank, N.A.

BUY
 -
831
+ 1.0%
$60.1K - $68.9K
83.7K $7.9M
May 13, 2022 Q1 2022
Sei Investments CO

Oaks, PA
BUY
 -
829
+ 5.73%
$59.9K - $68.7K
15.3K $1.44M
May 09, 2022 Q1 2022
Rossmore Private Capital

Glastonbury, CT
BUY
 -
806
+ 1.06%
$58.3K - $66.8K
76.8K $7.25M
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
785
New
$56.7K - $65.1K
785 $74.1K
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
772
+ 79.75%
$55.8K - $64K
1.74K $164K
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
750
+ 16.88%
$54.2K - $62.2K
5.19K $490K
May 13, 2022 Q1 2022
Plancorp, LLC

BUY
 -
744
+ 20.28%
$53.8K - $61.7K
4.41K $417K
Apr 27, 2022 Q1 2022
Orin Green Financial, LLC

BUY
 -
725
+ 0.93%
$52.4K - $60.1K
79.1K $7.47M

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