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 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-599- 3.86% |
$37.6K - $47.2K
|
14.9K
$1.3M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-605- 3.34% |
$38K - $47.6K
|
17.5K
$1.53M
|
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-607- 2.85% |
$38.1K - $47.8K
|
20.7K
$1.81M
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-609- 0.94% |
$38.2K - $48K
|
64.2K
$5.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-628- 0.3% |
$39.4K - $49.5K
|
210K
$18.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-637- 8.01% |
$40K - $50.2K
|
7.32K
$638K
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-638- 9.15% |
$40K - $50.2K
|
6.34K
$553K
|
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
SELL
|
- |
-649- 6.63% |
$40.7K - $51.1K
|
9.14K
$797K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-665- 0.86% |
$41.7K - $52.4K
|
76.4K
$6.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-675- 10.85% |
$42.4K - $53.2K
|
5.54K
$484K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-679- 5.7% |
$42.6K - $53.5K
|
11.2K
$980K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-696- 1.67% |
$43.7K - $54.8K
|
41K
$3.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-697- 2.83% |
$43.7K - $54.9K
|
23.9K
$2.09M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-700- 38.89% |
$43.9K - $55.1K
|
1.1K
$96K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-724- 2.81% |
$45.4K - $57K
|
25.1K
$2.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-725- 3.09% |
$45.5K - $57.1K
|
22.7K
$1.98M
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-726- 18.47% |
$45.6K - $57.2K
|
3.2K
$279K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-734- 52.81% |
$46.1K - $57.8K
|
656
$57.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-738- 2.81% |
$46.3K - $58.1K
|
25.5K
$2.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-757- 96.43% |
$47.5K - $59.6K
|
28
$2.44K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-758- 0.26% |
$47.6K - $59.7K
|
292K
$25.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-760- 6.47% |
$47.7K - $59.9K
|
11K
$958K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-771- 2.52% |
$48.4K - $60.7K
|
29.8K
$2.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-791- 4.0% |
$49.6K - $62.3K
|
19K
$1.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-792- 6.6% |
$49.7K - $62.4K
|
11.2K
$978K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-798- 1.66% |
$50.1K - $62.9K
|
47.3K
$4.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-807- 10.44% |
$50.6K - $63.6K
|
6.93K
$604K
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-818- 4.01% |
$51.3K - $64.4K
|
19.6K
$1.71M
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-853- 4.29% |
$53.5K - $67.2K
|
19K
$1.66M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-886- 30.53% |
$55.6K - $69.8K
|
2.02K
$176K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-900- 0.53% |
$56.5K - $70.9K
|
170K
$14.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-908- 3.85% |
$57K - $71.5K
|
22.7K
$1.98M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-916- 27.46% |
$57.5K - $72.1K
|
2.42K
$211K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-921- 22.09% |
$57.8K - $72.5K
|
3.25K
$283K
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-933- 5.75% |
$58.5K - $73.5K
|
15.3K
$1.33M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-941- 15.54% |
$59K - $74.1K
|
5.12K
$446K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-962- 12.7% |
$60.4K - $75.8K
|
6.61K
$577K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-991Closed |
$62.2K - $78.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.02K- 4.77% |
$64K - $80.3K
|
20.4K
$1.78M
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.03K- 2.68% |
$64.3K - $80.7K
|
37.2K
$3.25M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.05K- 11.52% |
$65.6K - $82.4K
|
8.04K
$701K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1.05K- 20.79% |
$65.9K - $82.7K
|
4K
$349K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.07K- 4.36% |
$67.3K - $84.4K
|
23.5K
$2.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.07K- 8.1% |
$67.4K - $84.6K
|
12.2K
$1.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.09K- 1.74% |
$68.2K - $85.6K
|
61.5K
$5.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.1K- 3.06% |
$68.7K - $86.2K
|
34.7K
$3.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
SELL
|
- |
-1.1K- 3.54% |
$69K - $86.6K
|
30K
$2.61M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.11K- 1.67% |
$69.8K - $87.7K
|
65.5K
$5.71M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1.14K- 2.22% |
$71.4K - $89.6K
|
50.2K
$4.38M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.15K- 0.29% |
$72K - $90.3K
|
394K
$34.4M
|