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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$126 - $158
|
5.09K
$473K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.14% |
$126 - $158
|
1.4K
$130K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.08% |
$126 - $158
|
2.53K
$235K
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.01% |
$62.8 - $78.8
|
12.4K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.41% |
$62.8 - $78.8
|
246
$22.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.2% |
$62.8 - $78.8
|
510
$47.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$62.8 - $78.8
|
450
$41.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$62.8 - $78.8
|
7.01K
$652K
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$62.8 - $78.8
|
8.28K
$770K
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$62.8 - $78.8
|
5.84K
$544K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$62.8 - $78.8
|
3.65K
$340K
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$62.8 - $78.8
|
11.1K
$1.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.22% |
$62.8 - $78.8
|
451
$42K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$62.8 - $78.8
|
4.79K
$446K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- -0.0% |
$62.8 - $78.8
|
56.5K
$5.26M
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1- 0.01% |
$62.8 - $78.8
|
7.78K
$725K
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2- 0.03% |
$126 - $158
|
7.53K
$700K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2- 0.28% |
$126 - $158
|
711
$66.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.09% |
$314 - $394
|
5.8K
$540K
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-9- 0.24% |
$565 - $709
|
3.72K
$346K
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-10- 0.13% |
$628 - $788
|
7.77K
$723K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-16- 5.06% |
$1K - $1.26K
|
300
$27.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-25- 0.1% |
$1.57K - $1.97K
|
24K
$2.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-27- 0.49% |
$1.69K - $2.13K
|
5.48K
$510K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-33- 11.3% |
$2.07K - $2.6K
|
259
$24.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-33- 0.27% |
$2.07K - $2.6K
|
12.1K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-33- 0.16% |
$2.07K - $2.6K
|
20.7K
$1.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-35- 0.77% |
$2.2K - $2.76K
|
4.49K
$417K
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-35- 0.49% |
$2.2K - $2.76K
|
7.14K
$665K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-35- 0.77% |
$2.2K - $2.76K
|
4.49K
$418K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-35- 0.94% |
$2.2K - $2.76K
|
3.71K
$345K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-37- 0.22% |
$2.32K - $2.91K
|
17K
$1.58M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-38- 0.22% |
$2.38K - $2.99K
|
17K
$1.58M
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-38- 0.36% |
$2.38K - $2.99K
|
10.6K
$986K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39- 0.74% |
$2.45K - $3.07K
|
5.22K
$486K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-42- 0.16% |
$2.64K - $3.31K
|
26.2K
$2.44M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-46- 1.07% |
$2.89K - $3.62K
|
4.24K
$394K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-47- 0.09% |
$2.95K - $3.7K
|
55.1K
$5.13M
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-52Closed |
$3.26K - $4.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-53- 0.16% |
$3.33K - $4.17K
|
32.1K
$2.99M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-54- 0.31% |
$3.39K - $4.25K
|
17.4K
$1.62M
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-55- 1.02% |
$3.45K - $4.33K
|
5.33K
$496K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-56- 3.22% |
$3.51K - $4.41K
|
1.68K
$157K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-57- 0.2% |
$3.58K - $4.49K
|
27.9K
$2.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-59- 0.4% |
$3.7K - $4.65K
|
14.7K
$1.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-60- 0.19% |
$3.77K - $4.73K
|
31.7K
$2.95M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-63- 0.83% |
$3.95K - $4.96K
|
7.51K
$699K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-63- 0.96% |
$3.95K - $4.96K
|
6.48K
$603K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-65- 1.67% |
$4.08K - $5.12K
|
3.82K
$355K
|