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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$235 - $256
|
4.1K
$355K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 1.73% |
$235 - $256
|
176
$15.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.12% |
$235 - $256
|
2.52K
$219K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$157 - $171
|
20.8K
$1.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.02% |
$157 - $171
|
8.19K
$710K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
2+ 0.06% |
$157 - $171
|
3.28K
$284K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.06% |
$157 - $171
|
3.47K
$301K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.01% |
$157 - $171
|
29.9K
$2.59M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.45% |
$157 - $171
|
449
$38.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.21% |
$157 - $171
|
950
$82.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$157 - $171
|
119K
$10.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2+ 0.02% |
$157 - $171
|
10.3K
$892K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$78.4 - $85.3
|
6.99K
$606K
|
|
|
Feb 11, 2022
Q4 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$78.4 - $85.3
|
1
$86.7
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.08% |
$78.4 - $85.3
|
1.19K
$103K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.01% |
$78.4 - $85.3
|
17.1K
$1.48M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.03% |
$78.4 - $85.3
|
3.9K
$338K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$78.4 - $85.3
|
8.59K
$744K
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$78.4 - $85.3
|
11.1K
$959K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
1+ 1.15% |
$78.4 - $85.3
|
88
$7.63K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.02% |
$78.4 - $85.3
|
6.04K
$523K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$78.4 - $85.3
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.02% |
$78.4 - $85.3
|
5.26K
$456K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1- 0.04% |
$78.4 - $85.3
|
2.63K
$228K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$78.4 - $85.3
|
4.59K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-2- 0.08% |
$157 - $171
|
2.57K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.05% |
$235 - $256
|
5.85K
$507K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
SELL
|
- |
-4- 0.04% |
$314 - $341
|
10.3K
$889K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4- 0.18% |
$314 - $341
|
2.21K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5- 0.07% |
$392 - $426
|
6.67K
$578K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-6- 0.22% |
$470 - $512
|
2.78K
$241K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7- 0.04% |
$549 - $597
|
16.3K
$1.42M
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 0.81% |
$706 - $768
|
1.1K
$95.6K
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-11- 0.14% |
$863 - $938
|
7.78K
$674K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-12- 0.03% |
$941 - $1.02K
|
39.9K
$3.46M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-15- 0.42% |
$1.18K - $1.28K
|
3.53K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17- 0.13% |
$1.33K - $1.45K
|
12.8K
$1.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
SELL
|
- |
-19- 0.43% |
$1.49K - $1.62K
|
4.36K
$378K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-20- 0.21% |
$1.57K - $1.71K
|
9.5K
$823K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-20Closed |
$1.57K - $1.71K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-22- 0.11% |
$1.73K - $1.88K
|
19.2K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-25- 0.92% |
$1.96K - $2.13K
|
2.7K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-25- 0.06% |
$1.96K - $2.13K
|
40.9K
$3.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-25- 0.16% |
$1.96K - $2.13K
|
16K
$1.38M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-28- 15.73% |
$2.2K - $2.39K
|
150
$13K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-32- 0.18% |
$2.51K - $2.73K
|
17.3K
$1.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-32- 0.92% |
$2.51K - $2.73K
|
3.44K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-34Closed |
$2.67K - $2.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-35- 1.29% |
$2.74K - $2.98K
|
2.68K
$232K
|