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 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
94+ 0.49% |
$6.8K - $7.79K
|
19.4K
$1.83M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91+ 1.76% |
$6.58K - $7.54K
|
5.26K
$497K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
91+ 0.52% |
$6.58K - $7.54K
|
17.7K
$1.67M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
85+ 0.94% |
$6.14K - $7.05K
|
9.1K
$860K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
80+ 0.65% |
$5.78K - $6.63K
|
12.4K
$1.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
80New |
$5.78K - $6.63K
|
80
$7.56K
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
BUY
|
- |
77+ 0.62% |
$5.57K - $6.38K
|
12.5K
$1.18M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
77+ 1.28% |
$5.57K - $6.38K
|
6.12K
$578K
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
77+ 0.53% |
$5.57K - $6.38K
|
14.7K
$1.39M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
76+ 0.36% |
$5.49K - $6.3K
|
21.2K
$2M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
59+ 1.76% |
$4.27K - $4.89K
|
3.4K
$322K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55+ 0.02% |
$3.98K - $4.56K
|
315K
$29.8M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
54+ 0.35% |
$3.9K - $4.48K
|
15.3K
$1.44M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
51+ 0.2% |
$3.69K - $4.23K
|
25.1K
$2.38M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
50+ 0.33% |
$3.61K - $4.14K
|
15K
$1.42M
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
50New |
$3.61K - $4.14K
|
50
$4.72K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
50+ 0.76% |
$3.61K - $4.14K
|
6.62K
$625K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
50+ 0.13% |
$3.61K - $4.14K
|
39K
$3.69M
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
48+ 0.18% |
$3.47K - $3.98K
|
27.2K
$2.57M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
46New |
$3.33K - $3.81K
|
46
$4.34K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
46+ 0.54% |
$3.33K - $3.81K
|
8.56K
$809K
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
44+ 1.64% |
$3.18K - $3.65K
|
2.72K
$257K
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
44+ 0.27% |
$3.18K - $3.65K
|
16.2K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
44+ 1.66% |
$3.18K - $3.65K
|
2.7K
$255K
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
41+ 0.86% |
$2.96K - $3.4K
|
4.79K
$452K
|
|
|
Apr 29, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
39+ 0.02% |
$2.82K - $3.23K
|
172K
$16.3M
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
39+ 1.14% |
$2.82K - $3.23K
|
3.46K
$327K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
38New |
$2.75K - $3.15K
|
38
$3.59K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
35+ 4.13% |
$2.53K - $2.9K
|
882
$83.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
34+ 1.11% |
$2.46K - $2.82K
|
3.1K
$293K
|
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
32+ 0.28% |
$2.31K - $2.65K
|
11.4K
$1.07M
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
30+ 0.1% |
$2.17K - $2.49K
|
28.6K
$2.7M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
30+ 0.59% |
$2.17K - $2.49K
|
5.08K
$480K
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
28+ 0.23% |
$2.02K - $2.32K
|
12.2K
$1.15M
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
28+ 0.73% |
$2.02K - $2.32K
|
3.87K
$366K
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
23+ 0.27% |
$1.66K - $1.91K
|
8.45K
$798K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
22+ 0.27% |
$1.59K - $1.82K
|
8.06K
$762K
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
22+ 0.28% |
$1.59K - $1.82K
|
7.8K
$737K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
20+ 0.27% |
$1.45K - $1.66K
|
7.31K
$690K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
18New |
$1.3K - $1.49K
|
18
$1.7K
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
18+ 0.26% |
$1.3K - $1.49K
|
6.93K
$655K
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
18+ 0.27% |
$1.3K - $1.49K
|
6.76K
$638K
|
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
17+ 0.03% |
$1.23K - $1.41K
|
53.2K
$5.03M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
17+ 0.16% |
$1.23K - $1.41K
|
10.5K
$994K
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
14+ 0.29% |
$1.01K - $1.16K
|
4.84K
$457K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13+ 0.27% |
$940 - $1.08K
|
4.81K
$455K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.07% |
$940 - $1.08K
|
18.7K
$1.77M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.14% |
$940 - $1.08K
|
9.21K
$870K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12+ 0.26% |
$867 - $995
|
4.6K
$435K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.18% |
$867 - $995
|
6.68K
$631K
|