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
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.66KNew |
$355K - $446K
|
5.66K
$479K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5.57K+ 1255.18% |
$350K - $439K
|
6.02K
$509K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
5.32K+ 2.12% |
$334K - $419K
|
257K
$21.7M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.28K+ 5.68% |
$332K - $416K
|
98.3K
$8.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.28K+ 5.68% |
$332K - $416K
|
98.3K
$8.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.22K+ 6.54% |
$328K - $411K
|
85.2K
$7.21M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.18K+ 666.07% |
$325K - $408K
|
5.96K
$504K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
5.18K+ 3.63% |
$325K - $408K
|
148K
$12.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5.17KNew |
$325K - $408K
|
5.17K
$438K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5.08KNew |
$319K - $400K
|
5.08K
$430K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.97K+ 8.34% |
$312K - $392K
|
64.6K
$5.47M
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.92K+ 1.56% |
$309K - $388K
|
321K
$27.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.89KNew |
$307K - $385K
|
4.89K
$413K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.85K+ 41.45% |
$304K - $382K
|
16.5K
$1.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.84K+ 96.05% |
$304K - $381K
|
9.88K
$836K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
4.72K+ 8.42% |
$296K - $371K
|
60.7K
$5.14M
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.7K+ 10.29% |
$295K - $370K
|
50.3K
$4.26M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
4.63K+ 1.76% |
$291K - $365K
|
267K
$22.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.63K+ 51.43% |
$290K - $365K
|
13.6K
$1.15M
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.62KNew |
$290K - $364K
|
4.62K
$391K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.61K+ 114.08% |
$289K - $363K
|
8.65K
$732K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
4.6KNew |
$289K - $362K
|
4.6K
$389K
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.58K+ 97.05% |
$287K - $361K
|
9.3K
$787K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.56K+ 57.23% |
$286K - $359K
|
12.5K
$1.06M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.48K+ 2.36% |
$281K - $353K
|
194K
$16.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.41K+ 53.82% |
$277K - $347K
|
12.6K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
4.41K+ 96.62% |
$277K - $347K
|
8.97K
$759K
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.37K+ 2.04% |
$274K - $344K
|
219K
$18.5M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.27K+ 1.53% |
$268K - $336K
|
284K
$24M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.24K+ 12.39% |
$266K - $334K
|
38.5K
$3.26M
|
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4.18KNew |
$262K - $329K
|
4.18K
$353K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.16KNew |
$261K - $327K
|
4.16K
$352K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.13KNew |
$259K - $325K
|
4.13K
$350K
|
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.04KNew |
$253K - $318K
|
4.04K
$341K
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.86KNew |
$242K - $304K
|
3.86K
$327K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.85K+ 19.4% |
$242K - $303K
|
23.7K
$2.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.81KNew |
$239K - $300K
|
3.81K
$322K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.81KNew |
$239K - $300K
|
3.81K
$322K
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.76K+ 2.42% |
$236K - $296K
|
159K
$13.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.74K+ 0.63% |
$235K - $295K
|
602K
$50.9M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.66K+ 60.69% |
$229K - $288K
|
9.68K
$819K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.65K+ 54.69% |
$229K - $288K
|
10.3K
$874K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.6KNew |
$226K - $283K
|
3.6K
$304K
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.4K+ 2.37% |
$213K - $267K
|
147K
$12.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.23KNew |
$202K - $254K
|
3.23K
$273K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
3.17KNew |
$199K - $250K
|
3.17K
$269K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 9.93% |
$197K - $247K
|
34.7K
$2.94M
|
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.14KNew |
$197K - $247K
|
3.14K
$265K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.06K+ 1.34% |
$192K - $241K
|
232K
$19.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3K+ 87.09% |
$188K - $237K
|
6.45K
$546K
|