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 03, 2022 Q1 2022
Flaharty Asset Management, LLC

BUY
 -
709
+ 11.79%
$51.3K - $58.8K
6.72K $641K
Apr 18, 2022 Q1 2022
Procyon Advisors, LLC

BUY
 -
684
+ 2.91%
$49.4K - $56.7K
24.2K $2.31M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
684
+ 0.15%
$49.4K - $56.7K
448K $42.7M
Apr 27, 2022 Q1 2022
West Hill Financial Advisors, Inc.

BUY
 -
664
+ 4.4%
$48K - $55K
15.8K $1.5M
May 10, 2022 Q1 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
640
+ 4.4%
$46.3K - $53K
15.2K $1.45M
Apr 28, 2022 Q1 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
606
+ 2.29%
$43.8K - $50.2K
27.1K $2.58M
May 05, 2022 Q1 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
604
+ 0.82%
$43.7K - $50.1K
73.9K $7.05M
May 12, 2022 Q1 2022
Hm Payson & CO

Portland, ME
BUY
 -
600
+ 24.67%
$43.4K - $49.7K
3.03K $289K
Apr 29, 2022 Q1 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
593
+ 0.28%
$42.9K - $49.2K
210K $20.1M
Apr 22, 2022 Q1 2022
Bristlecone Advisors, LLC

BUY
 -
590
+ 0.34%
$42.7K - $48.9K
172K $16.4M
May 06, 2022 Q1 2022
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
578
+ 11.14%
$41.8K - $47.9K
5.77K $550K
May 13, 2022 Q1 2022
Dakota Wealth Management

BUY
 -
575
+ 1.82%
$41.6K - $47.7K
32.1K $3.06M
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
560
+ 21.75%
$40.5K - $46.4K
3.14K $299K
May 05, 2022 Q1 2022
First Foundation Advisors

Irvine, CA
BUY
 -
554
+ 6.88%
$40K - $45.9K
8.6K $820K
May 13, 2022 Q1 2022
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
541
+ 0.76%
$39.1K - $44.8K
71.3K $6.8M
Apr 20, 2022 Q1 2022
Bank Of New Hampshire

BUY
 -
500
New
$36.1K - $41.4K
500 $47.7K
May 10, 2022 Q1 2022
Meeder Asset Management Inc

BUY
 -
493
+ 33.74%
$35.6K - $40.9K
1.95K $186K
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
492
+ 63.81%
$35.6K - $40.8K
1.26K $120K
May 05, 2022 Q1 2022
Daniels&Tansey,Llp

BUY
 -
480
+ 0.46%
$34.7K - $39.8K
106K $10.1M
May 03, 2022 Q1 2022
Mount Yale Investment Advisors, LLC

BUY
 -
480
+ 5.86%
$34.7K - $39.8K
8.67K $827K
May 17, 2022 Q1 2022
Robinson Capital Management, LLC

BUY
 -
475
New
$34.3K - $39.4K
475 $45.3K
May 03, 2022 Q1 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
474
+ 10.54%
$34.3K - $39.3K
4.97K $474K
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
470
+ 35.34%
$34K - $39K
1.8K $172K
Aug 16, 2024 Q1 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
467
+ 0.87%
$33.8K - $38.7K
54.1K $5.15M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
457
+ 0.29%
$33K - $37.9K
158K $15.1M
Apr 11, 2022 Q1 2022
Sound Income Strategies, LLC

BUY
 -
432
New
$31.2K - $35.8K
432 $41.2K
Apr 13, 2022 Q1 2022
Capital Investment Advisors, LLC

BUY
 -
422
+ 7.63%
$30.5K - $35K
5.95K $567K
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

BUY
 -
413
+ 2.03%
$29.9K - $34.2K
20.7K $1.97M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
401
New
$29K - $33.2K
401 $38.2K
May 11, 2022 Q1 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
400
+ 8.99%
$28.9K - $33.2K
4.85K $462K
May 16, 2022 Q1 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
400
+ 1.26%
$28.9K - $33.2K
32.2K $3.07M
Apr 28, 2022 Q1 2022
Brand Asset Management Group, Inc.

BUY
 -
398
+ 7.39%
$28.8K - $33K
5.78K $551K
Apr 11, 2022 Q1 2022
Carnegie Capital Asset Management, LLC

BUY
 -
389
+ 8.61%
$28.1K - $32.2K
4.91K $468K
May 13, 2022 Q1 2022
Chicago Wealth Management, Inc.

Chicago, IL
BUY
 -
383
+ 5.42%
$27.7K - $31.7K
7.45K $711K
Apr 29, 2022 Q1 2022
West Bancorporation Inc

BUY
 -
383
+ 0.35%
$27.7K - $31.7K
111K $10.6M
Apr 28, 2022 Q1 2022
Sage Financial Management Group, Inc.

BUY
 -
378
+ 6.58%
$27.3K - $31.3K
6.12K $584K
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
372
New
$26.9K - $30.8K
372 $35.5K
Apr 22, 2022 Q1 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
356
+ 10.13%
$25.7K - $29.5K
3.87K $369K
May 06, 2022 Q1 2022
Motco

BUY
 -
346
+ 12.6%
$25K - $28.7K
3.09K $295K
May 05, 2022 Q1 2022
Cahaba Wealth Management, Inc.

BUY
 -
341
+ 0.52%
$24.7K - $28.3K
65.5K $6.24M
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
339
+ 4.65%
$24.5K - $28.1K
7.63K $728K
Apr 21, 2022 Q1 2022
Essex Financial Services, Inc.

BUY
 -
339
+ 0.62%
$24.5K - $28.1K
54.8K $5.22M
Apr 14, 2022 Q1 2022
Boenning & Scattergood, Inc.

BUY
 -
336
+ 3.26%
$24.3K - $27.9K
10.6K $1.01M
Apr 19, 2022 Q1 2022
Graypoint LLC

BUY
 -
334
+ 3.03%
$24.1K - $27.7K
11.3K $1.08M
May 11, 2022 Q1 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
330
+ 0.83%
$23.9K - $27.4K
40.1K $3.83M
May 12, 2022 Q1 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
329
+ 12.39%
$23.8K - $27.3K
2.98K $284K
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
325
New
$23.5K - $26.9K
325 $31K
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
325
+ 3.39%
$23.5K - $26.9K
9.92K $946K
Apr 18, 2022 Q1 2022
Hollencrest Capital Management

BUY
 -
306
+ 0.93%
$22.1K - $25.4K
33.1K $3.15M

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