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
|
Lincoln National Corp
|
BUY
|
- |
302+ 1.37% |
$21.8K - $25K
|
22.3K
$2.13M
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
288+ 2.58% |
$20.8K - $23.9K
|
11.5K
$1.09M
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
287+ 4.84% |
$20.7K - $23.8K
|
6.22K
$593K
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
285+ 7.29% |
$20.6K - $23.6K
|
4.19K
$400K
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
280+ 0.78% |
$20.2K - $23.2K
|
36K
$3.43M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
269+ 1.23% |
$19.4K - $22.3K
|
22.2K
$2.11M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
262New |
$18.9K - $21.7K
|
262
$25K
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
260+ 3.44% |
$18.8K - $21.6K
|
7.82K
$745K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
248New |
$17.9K - $20.6K
|
248
$23.6K
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
238+ 3.53% |
$17.2K - $19.7K
|
6.97K
$665K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
237+ 20.61% |
$17.1K - $19.6K
|
1.39K
$132K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
232+ 0.26% |
$16.8K - $19.2K
|
90.6K
$8.64M
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
211+ 3.1% |
$15.3K - $17.5K
|
7.01K
$668K
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
206+ 3.94% |
$14.9K - $17.1K
|
5.44K
$519K
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
200+ 5.88% |
$14.5K - $16.6K
|
3.6K
$343K
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
200+ 0.99% |
$14.5K - $16.6K
|
20.4K
$1.94M
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
186+ 4.66% |
$13.4K - $15.4K
|
4.18K
$398K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
176+ 4.21% |
$12.7K - $14.6K
|
4.36K
$416K
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
173+ 2.05% |
$12.5K - $14.3K
|
8.63K
$823K
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
171+ 4.28% |
$12.4K - $14.2K
|
4.17K
$398K
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
170+ 6.02% |
$12.3K - $14.1K
|
2.99K
$285K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
165+ 47.28% |
$11.9K - $13.7K
|
514
$49K
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
163+ 1.24% |
$11.8K - $13.5K
|
13.3K
$1.27M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
163+ 1.24% |
$11.8K - $13.5K
|
13.3K
$1.27M
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
162+ 2.76% |
$11.7K - $13.4K
|
6.02K
$574K
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
161+ 2.11% |
$11.6K - $13.3K
|
7.79K
$742K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
158+ 2.26% |
$11.4K - $13.1K
|
7.15K
$681K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
157+ 0.67% |
$11.3K - $13K
|
23.8K
$2.26M
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
156+ 0.28% |
$11.3K - $12.9K
|
56.5K
$5.38M
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
155+ 24.88% |
$11.2K - $12.8K
|
778
$74.2K
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
153+ 8.45% |
$11.1K - $12.7K
|
1.96K
$187K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
153+ 2.02% |
$11.1K - $12.7K
|
7.73K
$737K
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
149+ 5.16% |
$10.8K - $12.4K
|
3.04K
$289K
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
144+ 4.53% |
$10.4K - $11.9K
|
3.32K
$316K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
141+ 9.16% |
$10.2K - $11.7K
|
1.68K
$160K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
141+ 3.74% |
$10.2K - $11.7K
|
3.91K
$373K
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
138New |
$9.98K - $11.4K
|
138
$13.2K
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
135+ 28.72% |
$9.76K - $11.2K
|
605
$57.7K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
132New |
$9.54K - $10.9K
|
132
$12.6K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
128+ 1.09% |
$9.25K - $10.6K
|
11.8K
$1.13M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
128+ 1.84% |
$9.25K - $10.6K
|
7.08K
$675K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
122+ 40.67% |
$8.82K - $10.1K
|
422
$40.2K
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
109+ 0.27% |
$7.88K - $9.04K
|
40K
$3.81M
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
106+ 5.97% |
$7.66K - $8.79K
|
1.88K
$179K
|
|
May 16, 2022
Q1 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
105+ 0.16% |
$7.59K - $8.7K
|
64.2K
$6.12M
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
100+ 0.22% |
$7.23K - $8.29K
|
45.5K
$4.34M
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
98+ 2.97% |
$7.08K - $8.12K
|
3.4K
$324K
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
97+ 0.27% |
$7.01K - $8.04K
|
36K
$3.43M
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
95+ 237.5% |
$6.87K - $7.87K
|
135
$12.9K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
95+ 3.17% |
$6.87K - $7.87K
|
3.09K
$295K
|