Purchases and Sales Made in Q3 2021 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
26.3K
New
$2.01M - $2.17M
26.3K $2.5M
Oct 19, 2021 Q3 2021
Fundamentun, LLC

Beachwood, OH
BUY
 -
24.5K
+ 429.6%
$1.87M - $2.02M
30.2K $2.87M
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
24K
+ 232.84%
$1.83M - $1.98M
34.3K $3.26M
Nov 08, 2021 Q3 2021
Sonata Capital Group Inc

BUY
 -
23.7K
+ 19.08%
$1.81M - $1.95M
148K $14M
Nov 05, 2021 Q3 2021
Baystate Wealth Management LLC

BUY
 -
23.4K
+ 4.2%
$1.79M - $1.94M
581K $55.2M
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
23.2K
+ 6.39%
$1.77M - $1.92M
386K $36.7M
Nov 08, 2021 Q3 2021
Marcum Wealth, LLC

BUY
 -
23K
New
$1.76M - $1.9M
23K $2.19M
Oct 29, 2021 Q3 2021
Round Table Services, LLC

BUY
 -
22.9K
+ 5.8%
$1.75M - $1.89M
417K $39.6M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
22.2K
+ 786.21%
$1.7M - $1.83M
25K $2.37M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
21.6K
+ 7.67%
$1.65M - $1.78M
303K $28.8M
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
19.7K
+ 7.68%
$1.5M - $1.63M
276K $26.2M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
18.4K
New
$1.41M - $1.52M
18.4K $1.75M
Nov 05, 2021 Q3 2021
Conning Inc.

BUY
 -
17.4K
+ 10.72%
$1.33M - $1.44M
180K $17.1M
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
17.3K
+ 381.26%
$1.32M - $1.43M
21.8K $2.07M
Nov 02, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
15.9K
New
$1.22M - $1.32M
15.9K $1.51M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
15.7K
New
$1.2M - $1.29M
15.7K $1.49M
Nov 15, 2021 Q3 2021
Btc Capital Management, Inc.

BUY
 -
15.6K
+ 33.98%
$1.19M - $1.29M
61.5K $5.84M
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
14.8K
+ 63.26%
$1.13M - $1.23M
38.3K $3.64M
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
14.8K
+ 10.54%
$1.13M - $1.22M
155K $14.7M
Nov 10, 2021 Q3 2021
Essex Financial Services, Inc.

BUY
 -
14.7K
+ 36.39%
$1.12M - $1.21M
55.1K $5.23M
Oct 29, 2021 Q3 2021
True Link Financial Advisors, LLC

BUY
 -
14.6K
+ 231.18%
$1.11M - $1.2M
20.9K $1.98M
Nov 05, 2021 Q3 2021
Texas Capital Bancshares Inc

BUY
 -
13.3K
+ 8.19%
$1.01M - $1.1M
175K $16.6M
Nov 15, 2021 Q3 2021
Meristem Family Wealth, LLC

Minnetonka, MN
BUY
 -
12.6K
New
$961K - $1.04M
12.6K $1.19M
Nov 12, 2021 Q3 2021
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
12.1K
+ 32.67%
$928K - $1M
49.3K $4.68M
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
12.1K
+ 20.87%
$926K - $1M
70.2K $6.66M
Nov 12, 2021 Q3 2021
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
11.9K
+ 6.29%
$913K - $987K
202K $19.2M
Nov 12, 2021 Q3 2021
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
11.8K
+ 8.89%
$900K - $972K
144K $13.7M
Nov 09, 2021 Q3 2021
Advisory Alpha, LLC

BUY
 -
11.1K
New
$851K - $920K
11.1K $1.06M
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

BUY
 -
10.9K
+ 88.69%
$832K - $899K
23.2K $2.2M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
10.6K
+ 2.43%
$807K - $872K
444K $42.2M
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
10.5K
+ 161.31%
$805K - $870K
17.1K $1.62M
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
BUY
 -
10.3K
+ 22.97%
$791K - $855K
55.4K $5.26M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
10.3K
+ 3.39%
$784K - $847K
313K $29.7M
Jul 09, 2024 Q3 2021
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
10.2K
+ 3.7%
$780K - $843K
286K $27.2M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
9.25K
+ 31.09%
$707K - $764K
39K $3.7M
Nov 02, 2021 Q3 2021
Compton Wealth Advisory Group, LLC

BUY
 -
9.23K
+ 7.77%
$705K - $762K
128K $12.1M
Nov 16, 2021 Q3 2021
Advisor Resource Council

BUY
 -
9.14K
+ 69.44%
$699K - $755K
22.3K $2.12M
Oct 08, 2021 Q3 2021
Summit Financial Group, Inc.

BUY
 -
9.02K
+ 30.18%
$689K - $745K
38.9K $3.69M
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
8.96K
New
$685K - $740K
8.96K $851K
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
BUY
 -
8.45K
+ 0.75%
$646K - $697K
1.14M $108M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
8.21K
+ 7.22%
$627K - $678K
122K $11.6M
Nov 15, 2021 Q3 2021
Zacks Investment Management

Chicago, IL
BUY
 -
8.21K
+ 89.18%
$627K - $678K
17.4K $1.65M
Oct 13, 2021 Q3 2021
Dt Investment Partners, LLC

BUY
 -
8.2K
+ 3.25%
$627K - $677K
260K $24.7M
Nov 03, 2021 Q3 2021
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
7.92K
+ 64.17%
$605K - $654K
20.3K $1.92M
Nov 22, 2021 Q3 2021
Comerica Bank

BUY
 -
7.89K
+ 3.74%
$603K - $652K
219K $20.8M
Oct 25, 2021 Q3 2021
Birch Hill Investment Advisors LLC

BUY
 -
7.87K
+ 255.39%
$601K - $650K
10.9K $1.04M
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
7.7K
+ 9.93%
$588K - $636K
85.2K $8.09M
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

BUY
 -
7.64K
+ 59.62%
$584K - $631K
20.5K $1.94M
Sep 10, 2024 Q3 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
7.62K
+ 5.3%
$583K - $630K
151K $14.4M

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