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 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-34.4K- 87.4% |
$2.63M - $2.84M
|
4.96K
$471K
|
|
|
Nov 12, 2021
Q3 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-34.5K- 10.03% |
$2.64M - $2.85M
|
310K
$29.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.1K- 7.24% |
$2.69M - $2.9M
|
450K
$42.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-35.5K- 99.9% |
$2.71M - $2.93M
|
34
$3.23K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-37.5K- 42.46% |
$2.86M - $3.09M
|
50.8K
$4.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-41.7KClosed |
$3.19M - $3.45M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-43.9K- 9.63% |
$3.35M - $3.62M
|
412K
$39.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-48.8KClosed |
$3.73M - $4.03M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-54.3KClosed |
$4.15M - $4.48M
|
0
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-85.8K- 85.22% |
$6.56M - $7.09M
|
14.9K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-108K- 63.64% |
$8.24M - $8.91M
|
61.6K
$5.85M
|
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-109KClosed |
$8.31M - $8.97M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-111K- 31.24% |
$8.49M - $9.18M
|
245K
$23.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
SELL
|
- |
-114KClosed |
$8.72M - $9.42M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-119K- 39.2% |
$9.11M - $9.84M
|
185K
$17.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-123K- 2.86% |
$9.39M - $10.1M
|
4.17M
$396M
|
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-127K- 65.11% |
$9.74M - $10.5M
|
68.3K
$6.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-131K- 74.85% |
$10M - $10.8M
|
44K
$4.18M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-134K- 1.8% |
$10.2M - $11.1M
|
7.29M
$692M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-277K- 1.51% |
$21.2M - $22.9M
|
18.1M
$1.72B
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-387K- 5.51% |
$29.6M - $32M
|
6.64M
$631M
|
|
|
Nov 12, 2021
Q3 2021
|
Starboard Value LP
New York, NY |
SELL
|
- |
-465K- 94.9% |
$35.5M - $38.4M
|
25K
$2.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-465K- 29.62% |
$35.5M - $38.4M
|
1.1M
$105M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-678K- 8.35% |
$51.8M - $56M
|
7.44M
$707M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-880K- 99.85% |
$67.2M - $72.6M
|
1.29K
$123K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.44M- 11.42% |
$339M - $367M
|
34.4M
$3.27B
|