Purchases and Sales Made in Q3 2021 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.8MNew |
$901M - $973M
|
11.8M
$1.13B
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.53MNew |
$500M - $540M
|
6.53M
$624M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.36MNew |
$257M - $277M
|
3.36M
$320M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.23M+ 2.31% |
$93.7M - $101M
|
54.4M
$5.19B
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
311K+ 9.96% |
$23.8M - $25.7M
|
3.43M
$328M
|
|
Nov 12, 2021
Q3 2021
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
311KNew |
$23.7M - $25.7M
|
311K
$29.7M
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
258KNew |
$19.7M - $21.3M
|
258K
$24.6M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
237K+ 149.55% |
$18.1M - $19.6M
|
396K
$37.8M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
236K+ 2.68% |
$18.1M - $19.5M
|
9.07M
$866M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
222K+ 11.65% |
$17M - $18.3M
|
2.13M
$203M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
213KNew |
$16.3M - $17.6M
|
213K
$20.3M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
181K+ 16.16% |
$13.9M - $15M
|
1.3M
$124M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
159K+ 1.9% |
$12.2M - $13.2M
|
8.56M
$817M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
153K+ 17.41% |
$11.7M - $12.6M
|
1.03M
$98.4M
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
BUY
|
- |
128K+ 94.37% |
$9.78M - $10.6M
|
263K
$25.2M
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
121K+ 29.03% |
$9.22M - $9.96M
|
536K
$51.2M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
113KNew |
$8.65M - $9.35M
|
113K
$10.8M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 6.12% |
$8M - $8.64M
|
1.81M
$173M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
99.3K+ 36.39% |
$7.59M - $8.2M
|
372K
$35.5M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
91.9K+ 217.25% |
$7.03M - $7.59M
|
134K
$12.8M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
89K+ 22.38% |
$6.8M - $7.35M
|
487K
$46.4M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
86.2K+ 593.2% |
$6.59M - $7.12M
|
101K
$9.61M
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
83.2K+ 32.4% |
$6.36M - $6.87M
|
340K
$32.5M
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
81.9K+ 6.92% |
$6.26M - $6.77M
|
1.27M
$121M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
80.4KNew |
$6.15M - $6.64M
|
80.4K
$7.68M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.3K+ 13.03% |
$5.6M - $6.05M
|
636K
$60.7M
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
65.4K+ 236.72% |
$5M - $5.4M
|
93K
$8.88M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
58.8K+ 14.73% |
$4.49M - $4.86M
|
458K
$43.7M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
58.6KNew |
$4.48M - $4.84M
|
58.6K
$5.59M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
55.8K+ 19.94% |
$4.27M - $4.61M
|
336K
$32M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
55.8K+ 19.94% |
$4.27M - $4.61M
|
336K
$32M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
53.1K+ 0.66% |
$4.06M - $4.39M
|
8.07M
$771M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
52.7K+ 3.22% |
$4.03M - $4.35M
|
1.69M
$161M
|
|
Oct 26, 2021
Q3 2021
|
Patton Fund Management, Inc.
|
BUY
|
- |
52.5K+ 51.38% |
$4.01M - $4.34M
|
155K
$14.8M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50.7K+ 180.82% |
$3.88M - $4.19M
|
78.8K
$7.52M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
50.7K+ 19.62% |
$3.87M - $4.18M
|
309K
$29.5M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.9K+ 5.02% |
$3.66M - $3.96M
|
1M
$95.8M
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
47.1K+ 6.59% |
$3.6M - $3.89M
|
762K
$72.8M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.7K+ 9.76% |
$3.27M - $3.53M
|
481K
$45.9M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.4K+ 3.72% |
$3.16M - $3.42M
|
1.15M
$110M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
38.7K+ 3.79% |
$2.96M - $3.2M
|
1.06M
$101M
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
33.4K+ 4.43% |
$2.56M - $2.76M
|
788K
$75.2M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
32.9K+ 303.52% |
$2.51M - $2.71M
|
43.7K
$4.17M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.4K+ 24.65% |
$2.48M - $2.68M
|
164K
$15.7M
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
31.3K+ 3.05% |
$2.39M - $2.59M
|
1.06M
$101M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
30.3K+ 0.73% |
$2.31M - $2.5M
|
4.2M
$401M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.2K+ 6.54% |
$2.23M - $2.41M
|
476K
$45.4M
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
28.4K+ 174.26% |
$2.17M - $2.34M
|
44.7K
$4.26M
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
28.1K+ 1.52% |
$2.15M - $2.32M
|
1.87M
$179M
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
26.4K+ 135.4% |
$2.02M - $2.18M
|
45.9K
$4.38M
|