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 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
155+ 3.12% |
$9.73K - $12.2K
|
5.13K
$477K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
150+ 2.69% |
$9.41K - $11.8K
|
5.73K
$533K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
149New |
$9.35K - $11.7K
|
149
$13.9K
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
149+ 1.2% |
$9.35K - $11.7K
|
12.6K
$1.17M
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
136+ 1.96% |
$8.53K - $10.7K
|
7.07K
$658K
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
118+ 0.45% |
$7.4K - $9.29K
|
26.4K
$2.46M
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
117+ 0.32% |
$7.34K - $9.21K
|
36.1K
$3.36M
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
115+ 0.29% |
$7.22K - $9.06K
|
40.1K
$3.73M
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
100+ 1.72% |
$6.28K - $7.88K
|
5.92K
$551K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
97+ 0.62% |
$6.09K - $7.64K
|
15.8K
$1.47M
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
93New |
$5.84K - $7.32K
|
93
$8.66K
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
90+ 1.87% |
$5.65K - $7.09K
|
4.9K
$456K
|
|
Jul 15, 2022
Q2 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
85+ 0.08% |
$5.33K - $6.69K
|
112K
$10.5M
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
84+ 2.74% |
$5.27K - $6.62K
|
3.15K
$293K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
84+ 0.45% |
$5.27K - $6.62K
|
18.8K
$1.75M
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
84+ 700.0% |
$5.27K - $6.62K
|
96
$8.94K
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
82+ 82.0% |
$5.15K - $6.46K
|
182
$16.9K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
81+ 0.53% |
$5.08K - $6.38K
|
15.4K
$1.43M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
75New |
$4.71K - $5.91K
|
75
$6.98K
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
74+ 0.47% |
$4.64K - $5.83K
|
15.8K
$1.47M
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
73+ 0.13% |
$4.58K - $5.75K
|
56K
$5.21M
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
72+ 1.46% |
$4.52K - $5.67K
|
5.02K
$467K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
68New |
$4.27K - $5.36K
|
68
$6.33K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
67New |
$4.2K - $5.28K
|
67
$6.24K
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
65+ 1.71% |
$4.08K - $5.12K
|
3.87K
$360K
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
64New |
$4.02K - $5.04K
|
64
$5.96K
|
|
Aug 19, 2022
Q2 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
56+ 0.31% |
$3.51K - $4.41K
|
18K
$1.68M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51+ 0.27% |
$3.2K - $4.02K
|
18.8K
$1.75M
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
51+ 0.7% |
$3.2K - $4.02K
|
7.36K
$685K
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
49+ 0.32% |
$3.07K - $3.86K
|
15.3K
$1.42M
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
40+ 1.18% |
$2.51K - $3.15K
|
3.44K
$320K
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
39+ 0.59% |
$2.45K - $3.07K
|
6.65K
$619K
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
36+ 0.13% |
$2.26K - $2.84K
|
28.7K
$2.67M
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
36+ 0.28% |
$2.26K - $2.84K
|
12.9K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
35+ 0.31% |
$2.2K - $2.76K
|
11.4K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
34+ 0.09% |
$2.13K - $2.68K
|
36K
$3.35M
|
|
Aug 15, 2022
Q2 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
32+ 1.25% |
$2.01K - $2.52K
|
2.6K
$242K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
32+ 50.79% |
$2.01K - $2.52K
|
95
$8.84K
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
32+ 0.32% |
$2.01K - $2.52K
|
10.2K
$946K
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
30+ 0.31% |
$1.88K - $2.36K
|
9.63K
$896K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30New |
$1.88K - $2.36K
|
30
$2.79K
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.21% |
$1.88K - $2.36K
|
14.4K
$1.34M
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
BUY
|
- |
30+ 0.06% |
$1.88K - $2.36K
|
48.8K
$4.54M
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
27+ 0.32% |
$1.69K - $2.13K
|
8.48K
$789K
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
26+ 0.32% |
$1.63K - $2.05K
|
8.09K
$753K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26+ 0.11% |
$1.63K - $2.05K
|
24.5K
$2.29M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
26+ 0.06% |
$1.63K - $2.05K
|
44.8K
$4.17M
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
26+ 0.29% |
$1.63K - $2.05K
|
8.84K
$823K
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
25+ 0.32% |
$1.57K - $1.97K
|
7.75K
$721K
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
25+ 0.32% |
$1.57K - $1.97K
|
7.83K
$729K
|