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 05, 2021 Q3 2021
Sigma Investment Counselors Inc

BUY
 -
3.52K
+ 1.39%
$269K - $291K
258K $24.5M
Nov 18, 2022 Q3 2021
Citizens Business Bank

Ontario, CA
BUY
 -
3.52K
+ 0.55%
$269K - $291K
647K $61.4M
Oct 13, 2021 Q3 2021
Everhart Financial Group, Inc.

BUY
 -
3.44K
New
$263K - $284K
3.44K $326K
Oct 29, 2021 Q3 2021
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
3.39K
New
$259K - $280K
3.39K $321K
Nov 12, 2021 Q3 2021
Brown Advisory Inc

BUY
 -
3.35K
+ 3.42%
$256K - $277K
101K $9.64M
Oct 18, 2021 Q3 2021
Rmr Wealth Builders

BUY
 -
3.27K
+ 24.24%
$250K - $270K
16.7K $1.59M
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
3.21K
+ 97.04%
$245K - $265K
6.51K $618K
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
3.11K
+ 12.03%
$238K - $257K
28.9K $2.75M
Nov 15, 2021 Q3 2021
Alamar Capital Management, LLC

BUY
 -
3.09K
+ 109.5%
$236K - $255K
5.91K $561K
Nov 12, 2021 Q3 2021
Keystone Financial Group

BUY
 -
3.06K
New
$234K - $252K
3.06K $290K
Oct 26, 2021 Q3 2021
Pinnacle Financial Partners Inc

BUY
 -
3.03K
+ 13.49%
$232K - $250K
25.5K $2.42M
Oct 26, 2021 Q3 2021
Blue Zone Wealth Advisors, LLC

BUY
 -
3.02K
New
$230K - $249K
3.02K $286K
Nov 16, 2021 Q3 2021
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
2.96K
New
$226K - $244K
2.96K $281K
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

BUY
 -
2.9K
New
$222K - $240K
2.9K $276K
Oct 19, 2021 Q3 2021
Pinnacle Associates LTD

BUY
 -
2.88K
+ 27.73%
$220K - $238K
13.3K $1.26M
Nov 15, 2021 Q3 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
2.83K
+ 6.82%
$217K - $234K
44.3K $4.21M
Nov 12, 2021 Q3 2021
American Money Management, LLC

BUY
 -
2.8K
New
$214K - $231K
2.8K $266K
Nov 12, 2021 Q3 2021
David Katz Matrix Asset Advisors Inc
BUY
 -
2.78K
New
$213K - $230K
2.78K $264K
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.77K
+ 13.8%
$211K - $228K
22.8K $2.17M
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.77K
+ 13.8%
$211K - $228K
22.8K $2.17M
Nov 12, 2021 Q3 2021
Pacific Sun Financial Corp

BUY
 -
2.74K
New
$209K - $226K
2.74K $260K
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.59K
New
$198K - $214K
2.59K $246K
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
BUY
 -
2.59K
New
$198K - $214K
2.59K $246K
Nov 02, 2021 Q3 2021
Alpha Star Capital Management, LLC

BUY
 -
2.52K
+ 82.06%
$192K - $208K
5.58K $530K
Nov 04, 2021 Q3 2021
Transcend Capital Advisors, LLC

BUY
 -
2.47K
New
$188K - $204K
2.47K $234K
Oct 14, 2021 Q3 2021
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
2.42K
+ 0.6%
$185K - $200K
406K $38.5M
Nov 03, 2021 Q3 2021
Litman Gregory Wealth Management LLC

BUY
 -
2.39K
+ 1160.19%
$183K - $197K
2.6K $246K
Nov 08, 2021 Q3 2021
Choreo, LLC

Minneapolis, MN
BUY
 -
2.38K
+ 6.27%
$182K - $197K
40.4K $3.83M
Oct 06, 2021 Q3 2021
Clarus Wealth Advisors

BUY
 -
2.38K
+ 5.26%
$182K - $196K
47.5K $4.51M
Nov 12, 2021 Q3 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.33K
+ 7.28%
$178K - $193K
34.4K $3.26M
Nov 12, 2021 Q3 2021
Laird Norton Trust Company, LLC

BUY
 -
2.32K
+ 32.17%
$178K - $192K
9.54K $906K
Nov 01, 2021 Q3 2021
Israel Discount Bank Of New York

New York, NY
BUY
 -
2.19K
+ 5.64%
$167K - $180K
40.9K $3.88M
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

BUY
 -
2.09K
+ 2.42%
$160K - $173K
88.7K $8.42M
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
2.09K
+ 2.42%
$160K - $173K
88.7K $8.42M
Oct 26, 2021 Q3 2021
Legacy Financial Advisors, Inc.

BUY
 -
2K
+ 26.62%
$153K - $165K
9.52K $904K
Nov 09, 2021 Q3 2021
Fort Washington Investment Advisors Inc

BUY
 -
2K
+ 41.04%
$153K - $165K
6.87K $653K
Nov 09, 2021 Q3 2021
Principal Financial Group Inc

Des Moines, IA
BUY
 -
2K
+ 7.95%
$153K - $165K
27.1K $2.58M
Oct 14, 2021 Q3 2021
Forvis Wealth Advisors, LLC

BUY
 -
1.99K
+ 6.64%
$152K - $165K
32K $3.04M
Nov 01, 2021 Q3 2021
Dagco, Inc.

BUY
 -
1.98K
+ 2.74%
$151K - $163K
74.1K $7.04M
Oct 18, 2021 Q3 2021
Raymond James Trust N.A.

BUY
 -
1.91K
+ 1.75%
$146K - $158K
111K $10.6M
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
1.85K
+ 20.72%
$142K - $153K
10.8K $1.02M
Nov 12, 2021 Q3 2021
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
1.83K
+ 2.45%
$140K - $151K
76.6K $7.27M
Nov 15, 2021 Q3 2021
Earnest Partners LLC

Atlanta, GA
BUY
 -
1.83K
New
$140K - $151K
1.83K $173K
Nov 15, 2021 Q3 2021
Prudential Financial Inc

Newark, NJ
BUY
 -
1.82K
+ 5.68%
$139K - $150K
33.8K $3.21M
Oct 29, 2021 Q3 2021
Archer Investment Corp

BUY
 -
1.81K
New
$138K - $149K
1.81K $172K
Nov 12, 2021 Q3 2021
Savant Capital, LLC

BUY
 -
1.79K
+ 21.25%
$137K - $148K
10.2K $971K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
1.78K
+ 9.93%
$136K - $147K
19.8K $1.88M
Nov 15, 2021 Q3 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.78K
+ 4.38%
$136K - $147K
42.4K $4.03M
Nov 12, 2021 Q3 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.76K
+ 10.49%
$135K - $146K
18.6K $1.76M

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