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 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
37+ 0.48% |
$2.9K - $3.16K
|
7.78K
$666K
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
36+ 0.67% |
$2.82K - $3.07K
|
5.44K
$465K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
36New |
$2.82K - $3.07K
|
36
$3.08K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
33+ 1.26% |
$2.59K - $2.81K
|
2.66K
$227K
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
33+ 1.26% |
$2.59K - $2.81K
|
2.65K
$226K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
32+ 0.17% |
$2.51K - $2.73K
|
18.4K
$1.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
31+ 0.65% |
$2.43K - $2.64K
|
4.83K
$413K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
28+ 0.3% |
$2.2K - $2.39K
|
9.22K
$788K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
28+ 0.02% |
$2.2K - $2.39K
|
124K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
27+ 0.32% |
$2.12K - $2.3K
|
8.43K
$721K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
26+ 13.98% |
$2.04K - $2.22K
|
212
$18.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
25+ 0.17% |
$1.96K - $2.13K
|
14.6K
$1.25M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
24+ 0.39% |
$1.88K - $2.05K
|
6.19K
$529K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
23+ 0.54% |
$1.8K - $1.96K
|
4.26K
$364K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22New |
$1.73K - $1.88K
|
22
$1.88K
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
22+ 0.65% |
$1.73K - $1.88K
|
3.42K
$292K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
21+ 0.69% |
$1.65K - $1.79K
|
3.09K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
20+ 0.65% |
$1.57K - $1.71K
|
3.08K
$263K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
20+ 0.3% |
$1.57K - $1.71K
|
6.74K
$576K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20New |
$1.57K - $1.71K
|
20
$1.71K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 0.65% |
$1.49K - $1.62K
|
2.94K
$251K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
17+ 3.46% |
$1.33K - $1.45K
|
509
$43.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
15+ 0.31% |
$1.18K - $1.28K
|
4.8K
$411K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
12+ 0.17% |
$941 - $1.02K
|
6.95K
$595K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
12+ 0.11% |
$941 - $1.02K
|
11.2K
$954K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
11+ 0.19% |
$863 - $938
|
5.86K
$501K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.25% |
$863 - $938
|
4.48K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
11+ 0.06% |
$863 - $938
|
18.7K
$1.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.32% |
$784 - $853
|
3.09K
$264K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
10+ 0.04% |
$784 - $853
|
28.5K
$2.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10+ 0.0% |
$784 - $853
|
258K
$22M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10+ 0.39% |
$784 - $853
|
2.6K
$222K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9New |
$706 - $768
|
9
$770
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9+ 0.02% |
$706 - $768
|
55.2K
$4.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.21% |
$627 - $682
|
3.88K
$332K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.23% |
$627 - $682
|
3.43K
$293K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.31% |
$627 - $682
|
2.62K
$224K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.5% |
$549 - $597
|
1.4K
$119K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$549 - $597
|
32K
$2.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
7+ 0.08% |
$549 - $597
|
9.32K
$797K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6+ 0.09% |
$470 - $512
|
7.06K
$604K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.12% |
$470 - $512
|
4.9K
$419K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.13% |
$470 - $512
|
4.73K
$405K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 0.25% |
$470 - $512
|
2.39K
$204K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
5+ 0.05% |
$392 - $426
|
9.95K
$851K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5+ 0.09% |
$392 - $426
|
5.44K
$465K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.1% |
$392 - $426
|
5.24K
$448K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
4New |
$314 - $341
|
4
$342
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
4+ 0.05% |
$314 - $341
|
8.06K
$689K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$314 - $341
|
2.47K
$211K
|