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 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
26+ 0.06% |
$1.63K - $2.05K
|
44.8K
$4.01M
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
25+ 0.32% |
$1.57K - $1.97K
|
7.75K
$693K
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
25+ 0.32% |
$1.57K - $1.97K
|
7.83K
$701K
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
20+ 0.3% |
$1.26K - $1.58K
|
6.78K
$607K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19+ 11.24% |
$1.19K - $1.5K
|
188
$16.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19+ 0.37% |
$1.19K - $1.5K
|
5.1K
$457K
|
|
|
Feb 13, 2025
Q2 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
19+ 0.33% |
$1.19K - $1.5K
|
5.79K
$518K
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
19+ 0.18% |
$1.19K - $1.5K
|
10.5K
$942K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
19+ 0.14% |
$1.19K - $1.5K
|
14K
$1.26M
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
17+ 0.26% |
$1.07K - $1.34K
|
6.68K
$598K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
16+ 0.01% |
$1K - $1.26K
|
300K
$26.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
16+ 0.12% |
$1K - $1.26K
|
12.9K
$1.15M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15+ 11.03% |
$941 - $1.18K
|
151
$13.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
14+ 8.09% |
$879 - $1.1K
|
187
$16.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
14+ 0.04% |
$879 - $1.1K
|
39.1K
$3.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
14+ 0.1% |
$879 - $1.1K
|
14.7K
$1.32M
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
13+ 0.31% |
$816 - $1.02K
|
4.21K
$377K
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
12+ 0.28% |
$753 - $945
|
4.28K
$383K
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
12+ 0.32% |
$753 - $945
|
3.72K
$333K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
11+ 0.19% |
$690 - $866
|
5.88K
$526K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.25% |
$690 - $866
|
4.5K
$403K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
10+ 0.01% |
$628 - $788
|
108K
$9.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.33% |
$628 - $788
|
3.05K
$273K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
10+ 0.01% |
$628 - $788
|
97.6K
$8.74M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.32% |
$628 - $788
|
3.1K
$278K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.31% |
$565 - $709
|
2.95K
$264K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 0.15% |
$565 - $709
|
5.88K
$526K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8+ 0.09% |
$502 - $630
|
8.76K
$784K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7+ 0.17% |
$439 - $551
|
4.2K
$376K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
7+ 0.04% |
$439 - $551
|
16.9K
$1.52M
|
|
|
Jul 13, 2022
Q2 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6+ 0.09% |
$377 - $473
|
7.02K
$628K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6+ 0.08% |
$377 - $473
|
7.17K
$642K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.02% |
$377 - $473
|
29.9K
$2.67M
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.1% |
$377 - $473
|
6.32K
$566K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 0.25% |
$377 - $473
|
2.4K
$215K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.1% |
$314 - $394
|
4.91K
$440K
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.09% |
$314 - $394
|
5.27K
$472K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.02% |
$314 - $394
|
21.1K
$1.89M
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.32% |
$314 - $394
|
1.56K
$140K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.16% |
$314 - $394
|
3.1K
$278K
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
4+ 0.02% |
$251 - $315
|
21.6K
$1.94M
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
4+ 0.05% |
$251 - $315
|
8.06K
$722K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.06% |
$188 - $236
|
5.24K
$469K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 0.02% |
$188 - $236
|
13.3K
$1.19M
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.05% |
$188 - $236
|
6.01K
$538K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$188 - $236
|
5.95K
$533K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3+ 0.01% |
$188 - $236
|
37.5K
$3.36M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 0.02% |
$188 - $236
|
13.3K
$1.19M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$126 - $158
|
20.8K
$1.87M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.08% |
$126 - $158
|
2.53K
$226K
|