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 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
499+ 1.59% |
$31.3K - $39.3K
|
32K
$2.86M
|
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
485+ 1.8% |
$30.4K - $38.2K
|
27.4K
$2.45M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
447+ 10.27% |
$28K - $35.2K
|
4.8K
$429K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
444+ 6.21% |
$27.9K - $35K
|
7.59K
$679K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
439+ 0.8% |
$27.5K - $34.6K
|
55.2K
$4.94M
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
432+ 0.84% |
$27.1K - $34K
|
51.9K
$4.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
423+ 0.54% |
$26.5K - $33.3K
|
79.5K
$7.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
415+ 146.13% |
$26K - $32.7K
|
699
$62.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
410+ 2.21% |
$25.7K - $32.3K
|
19K
$1.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
409New |
$25.7K - $32.2K
|
409
$36.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
400New |
$25.1K - $31.5K
|
400
$35.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
400+ 10.46% |
$25.1K - $31.5K
|
4.22K
$378K
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
386+ 0.22% |
$24.2K - $30.4K
|
177K
$15.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
375+ 6.81% |
$23.5K - $29.5K
|
5.88K
$526K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
373+ 2.29% |
$23.4K - $29.4K
|
16.7K
$1.49M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
372+ 9.51% |
$23.3K - $29.3K
|
4.28K
$383K
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
371+ 0.38% |
$23.3K - $29.2K
|
97.3K
$8.71M
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
368+ 12.11% |
$23.1K - $29K
|
3.41K
$305K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
363+ 171.23% |
$22.8K - $28.6K
|
575
$51.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
357+ 4.87% |
$22.4K - $28.1K
|
7.68K
$687K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
350New |
$22K - $27.6K
|
350
$31.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
341+ 2.24% |
$21.4K - $26.9K
|
15.6K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
336+ 10.24% |
$21.1K - $26.5K
|
3.62K
$324K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
309+ 16.87% |
$19.4K - $24.3K
|
2.14K
$192K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
300New |
$18.8K - $23.6K
|
300
$26.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
296+ 1.33% |
$18.6K - $23.3K
|
22.5K
$2.01M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
294+ 0.79% |
$18.4K - $23.2K
|
37.6K
$3.37M
|
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
274+ 9.03% |
$17.2K - $21.6K
|
3.31K
$296K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
273+ 21.62% |
$17.1K - $21.5K
|
1.54K
$137K
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
262+ 5.23% |
$16.4K - $20.6K
|
5.27K
$472K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
256+ 193.94% |
$16.1K - $20.2K
|
388
$34.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
253+ 5.01% |
$15.9K - $19.9K
|
5.3K
$474K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
252New |
$15.8K - $19.8K
|
252
$22.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
250New |
$15.7K - $19.7K
|
250
$22.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
247+ 0.78% |
$15.5K - $19.5K
|
32.1K
$2.87M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
242+ 5.51% |
$15.2K - $19.1K
|
4.64K
$415K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
236+ 1.13% |
$14.8K - $18.6K
|
21.1K
$1.89M
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
230+ 0.8% |
$14.4K - $18.1K
|
29.1K
$2.61M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
220+ 1.46% |
$13.8K - $17.3K
|
15.3K
$1.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
220+ 6.22% |
$13.8K - $17.3K
|
3.76K
$336K
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
BUY
|
- |
212+ 0.31% |
$13.3K - $16.7K
|
69.6K
$6.23M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
212+ 2.48% |
$13.3K - $16.7K
|
8.77K
$785K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
204+ 1.42% |
$12.8K - $16.1K
|
14.6K
$1.31M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200+ 38.91% |
$12.6K - $15.8K
|
714
$63.9K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
199+ 122.84% |
$12.5K - $15.7K
|
361
$32.3K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
197+ 5.76% |
$12.4K - $15.5K
|
3.62K
$324K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
190+ 3.68% |
$11.9K - $15K
|
5.35K
$479K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
172+ 2.93% |
$10.8K - $13.5K
|
6.05K
$541K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
170+ 2.23% |
$10.7K - $13.4K
|
7.8K
$698K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
168+ 3.12% |
$10.5K - $13.2K
|
5.56K
$498K
|