Purchases and Sales Made in Q2 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.22M+ 41.08% |
$328M - $411M
|
17.9M
$1.71B
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06M+ 2.74% |
$66.7M - $83.7M
|
39.8M
$3.8B
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
776K+ 1.33% |
$48.7M - $61.1M
|
59M
$5.63B
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
571K+ 30.47% |
$35.8M - $44.9M
|
2.44M
$233M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
354K+ 8.67% |
$22.2M - $27.9M
|
4.44M
$424M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
333K+ 21.87% |
$20.9M - $26.2M
|
1.86M
$177M
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
309K+ 35.41% |
$19.4M - $24.3M
|
1.18M
$113M
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
309K+ 35.41% |
$19.4M - $24.3M
|
1.18M
$113M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
250K+ 7.73% |
$15.7M - $19.7M
|
3.49M
$333M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
246KNew |
$15.5M - $19.4M
|
246K
$23.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
241K+ 10874.19% |
$15.1M - $19M
|
244K
$23.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
218K+ 4367.16% |
$13.7M - $17.2M
|
223K
$21.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
214K+ 47.65% |
$13.4M - $16.8M
|
662K
$63.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
165K+ 52.42% |
$10.4M - $13M
|
481K
$45.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
159K+ 1.77% |
$9.99M - $12.5M
|
9.18M
$876M
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
145K+ 17.2% |
$9.07M - $11.4M
|
985K
$94.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
126K+ 231.03% |
$7.89M - $9.9M
|
180K
$17.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
125K+ 2920.78% |
$7.85M - $9.85M
|
129K
$12.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
122K+ 4436.8% |
$7.66M - $9.61M
|
125K
$11.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
113K+ 18.86% |
$7.08M - $8.89M
|
711K
$67.9M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
112K+ 1298.01% |
$7.01M - $8.79M
|
120K
$11.5M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 1.56% |
$6.68M - $8.38M
|
6.91M
$660M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 1.56% |
$6.68M - $8.38M
|
6.91M
$660M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
104K+ 1.5% |
$6.52M - $8.19M
|
7.02M
$670M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
103K+ 215.5% |
$6.47M - $8.12M
|
151K
$14.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
102K+ 26.48% |
$6.4M - $8.04M
|
487K
$46.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97.6K+ 10.77% |
$6.12M - $7.68M
|
1M
$95.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
97KNew |
$6.08M - $7.64M
|
97K
$9.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
94K+ 7.93% |
$5.9M - $7.41M
|
1.28M
$122M
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
89KNew |
$5.59M - $7.01M
|
89K
$8.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
88K+ 88.75% |
$5.52M - $6.93M
|
187K
$17.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
85.1K+ 20.98% |
$5.34M - $6.7M
|
491K
$46.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
84.5K+ 16.17% |
$5.3M - $6.65M
|
607K
$58M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
77.3KNew |
$4.85M - $6.09M
|
77.3K
$7.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
72K+ 18.47% |
$4.52M - $5.67M
|
462K
$44.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
69.9K+ 2.05% |
$4.38M - $5.5M
|
3.49M
$333M
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
63.7K+ 47.43% |
$3.99M - $5.01M
|
198K
$18.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
61.7KNew |
$3.87M - $4.86M
|
61.7K
$5.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
60.6K+ 2.74% |
$3.81M - $4.78M
|
2.27M
$217M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60.2K+ 5.45% |
$3.78M - $4.74M
|
1.17M
$111M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
60K+ 8.02% |
$3.76M - $4.72M
|
808K
$77.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
58.1K+ 628.12% |
$3.64M - $4.57M
|
67.3K
$6.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.5K+ 3.98% |
$3.36M - $4.22M
|
1.4M
$134M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
53.4K+ 10.13% |
$3.35M - $4.2M
|
580K
$55.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
49.3K+ 8.95% |
$3.09M - $3.88M
|
601K
$57.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
46.9K+ 20.86% |
$2.94M - $3.69M
|
272K
$25.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
43.5K+ 6.8% |
$2.73M - $3.43M
|
683K
$65.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
43.3K+ 41.52% |
$2.72M - $3.41M
|
148K
$14.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
42.1K+ 22.66% |
$2.64M - $3.31M
|
228K
$21.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
41.6K+ 22.92% |
$2.61M - $3.28M
|
223K
$21.3M
|