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 |
---|---|---|---|---|---|---|---|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.31K- 4.26% |
$406K - $439K
|
119K
$10.7M
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-5.87K- 20.75% |
$449K - $485K
|
22.4K
$2.01M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.05KClosed |
$462K - $499K
|
0
$0
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.12KClosed |
$468K - $506K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.12KClosed |
$468K - $506K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6.15K- 63.24% |
$470K - $508K
|
3.58K
$320K
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-6.4K- 6.26% |
$489K - $528K
|
95.8K
$8.57M
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-6.57K- 7.93% |
$502K - $543K
|
76.4K
$6.83M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.64K- 4.51% |
$508K - $549K
|
141K
$12.6M
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.69K- 6.55% |
$512K - $553K
|
95.4K
$8.54M
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
SELL
|
- |
-6.86KClosed |
$524K - $567K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-7.05KClosed |
$539K - $582K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.08KClosed |
$541K - $585K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.21K- 0.78% |
$551K - $596K
|
923K
$82.6M
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7.42K- 2.93% |
$567K - $613K
|
246K
$22M
|
|
Sep 01, 2022
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7.42K- 2.93% |
$567K - $613K
|
246K
$22M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.94K- 1.88% |
$607K - $656K
|
415K
$37.1M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.06K- 16.45% |
$616K - $666K
|
40.9K
$3.66M
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-8.22K- 1.0% |
$628K - $679K
|
813K
$72.8M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.25K- 2.13% |
$631K - $681K
|
379K
$33.9M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.54K- 1.67% |
$730K - $788K
|
562K
$50.3M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10KClosed |
$765K - $827K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-10.1K- 0.49% |
$768K - $830K
|
2.06M
$185M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.2K- 6.05% |
$781K - $844K
|
159K
$14.2M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 60.96% |
$865K - $934K
|
7.25K
$648K
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
SELL
|
- |
-12.1K- 8.6% |
$927K - $1M
|
129K
$11.5M
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-12.6K- 19.13% |
$961K - $1.04M
|
53.1K
$4.75M
|
|
Oct 25, 2021
Q3 2021
|
Wealth Cmt
|
SELL
|
- |
-12.6KClosed |
$965K - $1.04M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.7K- 3.02% |
$970K - $1.05M
|
408K
$36.5M
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-13.5K- 1.09% |
$1.03M - $1.11M
|
1.22M
$109M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-14.4K- 1.93% |
$1.1M - $1.19M
|
733K
$65.6M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-14.7K- 41.77% |
$1.12M - $1.21M
|
20.5K
$1.83M
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-15.6KClosed |
$1.19M - $1.29M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.7KClosed |
$1.2M - $1.29M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16.2KClosed |
$1.24M - $1.33M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.6K- 46.39% |
$1.27M - $1.37M
|
19.1K
$1.71M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19.3KClosed |
$1.47M - $1.59M
|
0
$0
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-20.8K- 83.18% |
$1.59M - $1.72M
|
4.21K
$376K
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-21.4K- 20.74% |
$1.64M - $1.77M
|
81.9K
$7.33M
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-21.7KClosed |
$1.66M - $1.79M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-21.8K- 12.85% |
$1.67M - $1.8M
|
148K
$13.3M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22.6K- 86.05% |
$1.73M - $1.87M
|
3.67K
$328K
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-23.9K- 87.2% |
$1.82M - $1.97M
|
3.5K
$313K
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-24.6K- 5.02% |
$1.88M - $2.03M
|
465K
$41.6M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26.2K- 0.39% |
$2M - $2.16M
|
6.69M
$599M
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-27.3K- 50.5% |
$2.08M - $2.25M
|
26.7K
$2.39M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.3K- 0.17% |
$2.09M - $2.26M
|
16.4M
$1.47B
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.8K- 3.44% |
$2.2M - $2.38M
|
809K
$72.4M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-30.1K- 65.75% |
$2.3M - $2.48M
|
15.7K
$1.4M
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.3K- 38.22% |
$2.32M - $2.5M
|
49K
$4.39M
|