Purchases and Sales Made in Q2 2022 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-2.96K
Closed
$186K - $233K
0 $0
Jul 13, 2022 Q2 2022
Conservest Capital Advisors, Inc.

SELL
 -
-2.97K
- 4.14%
$186K - $234K
68.8K $5.82M
Jul 20, 2022 Q2 2022
Gsb Wealth Management, LLC

SELL
 -
-2.98K
Closed
$187K - $234K
0 $0
Jul 13, 2022 Q2 2022
Abner Herrman & Brock LLC

SELL
 -
-2.98K
Closed
$187K - $235K
0 $0
Aug 11, 2022 Q2 2022
Magnus Financial Group LLC

New York, NY
SELL
 -
-2.98K
Closed
$187K - $235K
0 $0
Aug 12, 2022 Q2 2022
Burney CO

Reston, VA
SELL
 -
-2.99K
Closed
$188K - $235K
0 $0
Jul 11, 2022 Q2 2022
Eclectic Associates Inc

SELL
 -
-3K
Closed
$188K - $236K
0 $0
Aug 04, 2022 Q2 2022
Dhjj Financial Advisors, Ltd.

SELL
 -
-3K
Closed
$188K - $236K
0 $0
Jul 22, 2022 Q2 2022
Tru Wealth Advisors, LLC

SELL
 -
-3.01K
Closed
$189K - $237K
0 $0
Jul 19, 2022 Q2 2022
Icon Wealth Partners, LLC

SELL
 -
-3.02K
Closed
$189K - $238K
0 $0
Jul 12, 2022 Q2 2022
Rothschild Investment Corp

SELL
 -
-3.04K
Closed
$191K - $240K
0 $0
Jul 19, 2022 Q2 2022
Jgp Wealth Management, LLC

SELL
 -
-3.05K
Closed
$191K - $240K
0 $0
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-3.07K
- 25.83%
$192K - $241K
8.8K $745K
Jul 13, 2022 Q2 2022
Engrave Wealth Partners LLC

SELL
 -
-3.07K
Closed
$193K - $242K
0 $0
Aug 09, 2022 Q2 2022
Poehling Capital Management, Inc.

Madison, WI
SELL
 -
-3.08K
Closed
$193K - $242K
0 $0
Aug 12, 2022 Q2 2022
Front Barnett Associates LLC

Chicago, IL
SELL
 -
-3.08K
Closed
$193K - $243K
0 $0
Aug 08, 2022 Q2 2022
Hilton Capital Management, LLC

SELL
 -
-3.08K
Closed
$193K - $243K
0 $0
Aug 15, 2022 Q2 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
SELL
 -
-3.08K
Closed
$194K - $243K
0 $0
Aug 09, 2022 Q2 2022
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-3.09K
- 3.18%
$194K - $243K
93.9K $7.94M
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

SELL
 -
-3.1K
Closed
$195K - $244K
0 $0
Aug 15, 2022 Q2 2022
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-3.13K
Closed
$196K - $247K
0 $0
Jul 21, 2022 Q2 2022
Wedbush Securities Inc

SELL
 -
-3.15K
Closed
$198K - $248K
0 $0
Aug 15, 2022 Q2 2022
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-3.17K
- 20.9%
$199K - $250K
12K $1.02M
Aug 02, 2022 Q2 2022
Trail Ridge Investment Advisors, LLC

SELL
 -
-3.2K
- 40.43%
$200K - $252K
4.71K $398K
Aug 11, 2022 Q2 2022
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-3.2K
Closed
$201K - $252K
0 $0
Jul 14, 2022 Q2 2022
Ferguson Wellman Capital Management, Inc

SELL
 -
-3.25K
Closed
$204K - $256K
0 $0
Jul 20, 2023 Q2 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-3.31K
- 37.4%
$208K - $261K
5.54K $469K
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-3.32K
- 20.65%
$208K - $262K
12.8K $1.08M
Jul 18, 2022 Q2 2022
Davenport & CO LLC

SELL
 -
-3.35K
- 21.85%
$210K - $263K
12K $1.01M
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-3.4K
Closed
$214K - $268K
0 $0
Aug 15, 2022 Q2 2022
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-3.44K
- 11.42%
$216K - $271K
26.7K $2.26M
Aug 15, 2022 Q2 2022
Moore Capital Management, LP

New York, NY
SELL
 -
-3.45K
Closed
$216K - $272K
0 $0
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-3.49K
- 35.16%
$219K - $275K
6.43K $545K
Jul 26, 2022 Q2 2022
Capital Directions Investment Advisors, LLC

SELL
 -
-3.53K
- 65.92%
$221K - $278K
1.82K $154K
Aug 11, 2022 Q2 2022
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-3.53K
- 34.69%
$222K - $278K
6.65K $562K
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

SELL
 -
-3.58K
Closed
$224K - $282K
0 $0
Jul 18, 2022 Q2 2022
Sabal Trust CO

SELL
 -
-3.6K
- 6.15%
$226K - $284K
54.9K $4.65M
Jul 25, 2022 Q2 2022
Allspring Global Investments Holdings, LLC

SELL
 -
-3.66K
- 11.06%
$229K - $288K
29.4K $2.49M
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-3.77K
- 94.39%
$237K - $297K
224 $19K
Jul 27, 2022 Q2 2022
Hms Capital Management, LLC

SELL
 -
-3.78K
- 35.77%
$237K - $298K
6.79K $575K
Aug 03, 2022 Q2 2022
F3 Logic, LLC

SELL
 -
-3.8K
Closed
$238K - $299K
0 $0
Aug 09, 2022 Q2 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-3.87K
Closed
$243K - $305K
0 $0
Feb 13, 2025 Q2 2022
Msh Capital Advisors LLC

Scottsdale, AZ
SELL
 -
-3.91K
Closed
$245K - $308K
0 $0
Jul 15, 2022 Q2 2022
Marquette Asset Management, LLC

SELL
 -
-3.91K
- 7.4%
$246K - $308K
49K $4.15M
Jul 21, 2022 Q2 2022
Landmark Wealth Management, LLC

SELL
 -
-3.96K
Closed
$248K - $312K
0 $0
Aug 09, 2022 Q2 2022
Madison Asset Management, LLC

Madison, WI
SELL
 -
-4K
- 34.81%
$251K - $315K
7.5K $635K
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

SELL
 -
-4.04K
Closed
$253K - $318K
0 $0
Jul 08, 2022 Q2 2022
My Personal Cfo, LLC

SELL
 -
-4.18K
Closed
$262K - $329K
0 $0
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-4.28K
- 57.69%
$269K - $337K
3.14K $266K

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