Purchases and Sales Made in Q4 2021 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.46M+ 6.37% |
$271M - $295M
|
57.8M
$5.33B
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.05M+ 6.38% |
$82M - $89.2M
|
17.5M
$1.61B
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
999K+ 1704.31% |
$78.3M - $85.2M
|
1.06M
$97.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
963K+ 2.8% |
$75.5M - $82.1M
|
35.4M
$3.27B
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
517K+ 6.04% |
$40.6M - $44.1M
|
9.08M
$837M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
454K+ 41.13% |
$35.6M - $38.8M
|
1.56M
$144M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
450K+ 2.49% |
$35.3M - $38.4M
|
18.5M
$1.71B
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
405K+ 1182.42% |
$31.8M - $34.6M
|
440K
$40.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
396K+ 5.32% |
$31.1M - $33.8M
|
7.84M
$723M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
333K+ 5.1% |
$26.1M - $28.4M
|
6.87M
$633M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
272KNew |
$21.3M - $23.2M
|
272K
$25.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
271K+ 3.36% |
$21.3M - $23.1M
|
8.34M
$769M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
242K+ 548.56% |
$18.9M - $20.6M
|
286K
$26.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
197K+ 2.17% |
$15.5M - $16.8M
|
9.26M
$854M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
185K+ 43.34% |
$14.5M - $15.8M
|
611K
$56.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
178K+ 42.82% |
$13.9M - $15.1M
|
592K
$54.6M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
147K+ 397251.34% |
$11.5M - $12.5M
|
147K
$13.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
139KNew |
$10.9M - $11.8M
|
139K
$12.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
130K+ 2.17% |
$10.2M - $11.1M
|
6.12M
$565M
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
124KNew |
$9.73M - $10.6M
|
124K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
121KNew |
$9.46M - $10.3M
|
121K
$11.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
111KNew |
$8.74M - $9.5M
|
111K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109K+ 6.01% |
$8.55M - $9.3M
|
1.92M
$177M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
105K+ 601.14% |
$8.2M - $8.92M
|
122K
$11.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
101K+ 1.51% |
$7.9M - $8.59M
|
6.8M
$627M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
98K+ 360.88% |
$7.68M - $8.35M
|
125K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
96.8K+ 157.02% |
$7.59M - $8.25M
|
158K
$14.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Bg Investment Services, Inc.
|
BUY
|
- |
89.7KNew |
$7.03M - $7.65M
|
89.7K
$8.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
86.7K+ 0.74% |
$6.8M - $7.4M
|
11.9M
$1.1B
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
83.9K+ 30.42% |
$6.58M - $7.16M
|
360K
$33.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
81.8K+ 8.15% |
$6.41M - $6.98M
|
1.09M
$100M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
81.3KNew |
$6.37M - $6.93M
|
81.3K
$7.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
72.3K+ 50.15% |
$5.67M - $6.17M
|
216K
$20M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69.1K+ 5.3% |
$5.42M - $5.89M
|
1.37M
$127M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
67.5KNew |
$5.29M - $5.76M
|
67.5K
$6.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
61.4K+ 64.3% |
$4.81M - $5.23M
|
157K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
61.2K+ 39.43% |
$4.79M - $5.21M
|
216K
$19.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
61K+ 2011.04% |
$4.79M - $5.21M
|
64.1K
$5.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
59.2K+ 4.67% |
$4.64M - $5.04M
|
1.32M
$122M
|
|
|
Feb 14, 2022
Q4 2021
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
57.6KNew |
$4.52M - $4.91M
|
57.6K
$5.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
57.2K+ 28.86% |
$4.49M - $4.88M
|
255K
$23.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
56.5K+ 11.87% |
$4.43M - $4.82M
|
532K
$49.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
56.2K+ 48.76% |
$4.41M - $4.8M
|
172K
$15.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
54.3K+ 1190.28% |
$4.25M - $4.63M
|
58.8K
$5.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
52.8KNew |
$4.14M - $4.51M
|
52.8K
$4.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
52.6K+ 10.95% |
$4.13M - $4.49M
|
533K
$49.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
51KNew |
$4M - $4.35M
|
51K
$4.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
50K+ 600.0% |
$3.92M - $4.27M
|
58.4K
$5.38M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
49.5KNew |
$3.88M - $4.22M
|
49.5K
$4.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
48.2K+ 6.53% |
$3.78M - $4.11M
|
786K
$72.5M
|