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 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-243- 1.3% |
$15.2K - $19.1K
|
18.4K
$1.72M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-246- 1.7% |
$15.4K - $19.4K
|
14.2K
$1.33M
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-247- 2.58% |
$15.5K - $19.5K
|
9.34K
$869K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-248Closed |
$15.6K - $19.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-250- 0.97% |
$15.7K - $19.7K
|
25.4K
$2.37M
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-257- 33.25% |
$16.1K - $20.2K
|
516
$48K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-261- 1.39% |
$16.4K - $20.6K
|
18.5K
$1.72M
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-263- 7.14% |
$16.5K - $20.7K
|
3.42K
$319K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-264- 4.83% |
$16.6K - $20.8K
|
5.2K
$484K
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-264- 2.5% |
$16.6K - $20.8K
|
10.3K
$958K
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-284- 2.5% |
$17.8K - $22.4K
|
11.1K
$1.03M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-285- 3.45% |
$17.9K - $22.4K
|
7.98K
$742K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-287- 1.98% |
$18K - $22.6K
|
14.2K
$1.32M
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-288Closed |
$18.1K - $22.7K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-291- 4.61% |
$18.3K - $22.9K
|
6.02K
$561K
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-308- 1.74% |
$19.3K - $24.3K
|
17.4K
$1.62M
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-314- 7.73% |
$19.7K - $24.7K
|
3.75K
$349K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-327- 5.18% |
$20.5K - $25.8K
|
5.99K
$557K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-338- 3.21% |
$21.2K - $26.6K
|
10.2K
$949K
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-339- 2.88% |
$21.3K - $26.7K
|
11.4K
$1.06M
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-340- 0.52% |
$21.3K - $26.8K
|
65.2K
$6.07M
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-340- 1.88% |
$21.3K - $26.8K
|
17.8K
$1.65M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-340- 6.9% |
$21.3K - $26.8K
|
4.59K
$427K
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-356- 4.97% |
$22.3K - $28K
|
6.8K
$633K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-360- 1.71% |
$22.6K - $28.4K
|
20.6K
$1.92M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-367- 1.64% |
$23K - $28.9K
|
22K
$2.04M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-369- 6.01% |
$23.2K - $29.1K
|
5.77K
$537K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-378Closed |
$23.7K - $29.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-383- 7.94% |
$24K - $30.2K
|
4.44K
$413K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-400- 0.96% |
$25.1K - $31.5K
|
41.2K
$3.83M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-401Closed |
$25.2K - $31.6K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-404- 5.9% |
$25.4K - $31.8K
|
6.44K
$599K
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-425- 1.65% |
$26.7K - $33.5K
|
25.3K
$2.36M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-432Closed |
$27.1K - $34K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-436- 8.4% |
$27.4K - $34.3K
|
4.75K
$442K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-439- 1.32% |
$27.5K - $34.6K
|
32.7K
$3.04M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-455- 1.29% |
$28.6K - $35.8K
|
34.7K
$3.23M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-462- 9.53% |
$29K - $36.4K
|
4.39K
$408K
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-500- 9.35% |
$31.4K - $39.4K
|
4.85K
$451K
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-503- 1.62% |
$31.6K - $39.6K
|
30.5K
$2.84M
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-507- 0.69% |
$31.8K - $39.9K
|
72.9K
$6.79M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-524- 4.57% |
$32.9K - $41.3K
|
10.9K
$1.02M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-533- 4.5% |
$33.4K - $42K
|
11.3K
$1.05M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-554- 12.67% |
$34.8K - $43.6K
|
3.82K
$355K
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-565Closed |
$35.5K - $44.5K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-576- 65.31% |
$36.1K - $45.4K
|
306
$28.5K
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-579- 1.37% |
$36.3K - $45.6K
|
41.5K
$3.87M
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-585- 5.77% |
$36.7K - $46.1K
|
9.56K
$890K
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-590- 3.04% |
$37K - $46.5K
|
18.8K
$1.75M
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-599- 3.86% |
$37.6K - $47.2K
|
14.9K
$1.39M
|