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 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.01% |
$612 - $661
|
65.4K
$5.67M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8+ 0.2% |
$612 - $661
|
3.95K
$343K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.31% |
$612 - $661
|
2.61K
$226K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7New |
$535 - $578
|
7
$607
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.12% |
$459 - $496
|
4.89K
$424K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6+ 0.09% |
$459 - $496
|
7.06K
$612K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.13% |
$459 - $496
|
4.72K
$409K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 0.25% |
$459 - $496
|
2.38K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5+ 0.09% |
$382 - $413
|
5.81K
$503K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.09% |
$382 - $413
|
5.47K
$474K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$306 - $330
|
55.2K
$4.79M
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$306 - $330
|
4.1K
$355K
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$229 - $248
|
6.93K
$601K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.32% |
$229 - $248
|
948
$82.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 0.06% |
$229 - $248
|
5.26K
$456K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.08% |
$153 - $165
|
2.52K
$219K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2+ 0.53% |
$153 - $165
|
378
$32.8K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2+ 0.05% |
$153 - $165
|
3.76K
$326K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.06% |
$153 - $165
|
3.47K
$300K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.3% |
$76.4 - $82.6
|
332
$28.8K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.03% |
$76.4 - $82.6
|
3.89K
$338K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$76.4 - $82.6
|
2.22K
$192K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.01% |
$76.4 - $82.6
|
17.1K
$1.48M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.22% |
$76.4 - $82.6
|
447
$38.8K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.01% |
$76.4 - $82.6
|
17.1K
$1.48M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.01% |
$76.4 - $82.6
|
18.3K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$76.4 - $82.6
|
1
$86.7
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$76.4 - $82.6
|
5.31K
$460K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$76.4 - $82.6
|
3.28K
$284K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-1- 0.04% |
$76.4 - $82.6
|
2.83K
$245K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.01% |
$76.4 - $82.6
|
8.74K
$758K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1- 0.02% |
$76.4 - $82.6
|
6.04K
$523K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3- 0.04% |
$229 - $248
|
8.29K
$719K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-3Closed |
$229 - $248
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 0.29% |
$306 - $330
|
1.39K
$120K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7Closed |
$535 - $578
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-8- 0.18% |
$612 - $661
|
4.56K
$395K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-9- 0.05% |
$688 - $743
|
19.8K
$1.71M
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-11- 0.17% |
$841 - $908
|
6.57K
$569K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11- 0.07% |
$841 - $908
|
16.6K
$1.44M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 0.08% |
$917 - $991
|
16K
$1.38M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-13- 0.07% |
$994 - $1.07K
|
19.4K
$1.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-16- 0.03% |
$1.22K - $1.32K
|
55.7K
$4.83M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-16- 0.16% |
$1.22K - $1.32K
|
9.72K
$842K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-17- 3.34% |
$1.3K - $1.4K
|
492
$42.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20- 0.33% |
$1.53K - $1.65K
|
5.97K
$517K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23- 0.31% |
$1.76K - $1.9K
|
7.32K
$634K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-24Closed |
$1.83K - $1.98K
|
0
$0
|