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 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 1.73% |
$235 - $256
|
176
$16.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$235 - $256
|
4.1K
$374K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.21% |
$157 - $171
|
950
$86.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2+ 0.02% |
$157 - $171
|
10.3K
$940K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.06% |
$157 - $171
|
3.47K
$317K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
2+ 0.06% |
$157 - $171
|
3.28K
$300K
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$157 - $171
|
119K
$10.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.02% |
$157 - $171
|
8.19K
$748K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$157 - $171
|
20.8K
$1.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.01% |
$157 - $171
|
29.9K
$2.73M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.45% |
$157 - $171
|
449
$41K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$78.4 - $85.3
|
6.99K
$638K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$78.4 - $85.3
|
8.59K
$784K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.01% |
$78.4 - $85.3
|
17.1K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$78.4 - $85.3
|
11.1K
$1.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
1+ 1.15% |
$78.4 - $85.3
|
88
$8.04K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.08% |
$78.4 - $85.3
|
1.19K
$108K
|
|
|
Feb 11, 2022
Q4 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$78.4 - $85.3
|
1
$91.3
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.03% |
$78.4 - $85.3
|
3.9K
$356K
|
|
|
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
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$78.4 - $85.3
|
4.59K
$419K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1- 0.04% |
$78.4 - $85.3
|
2.63K
$240K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.02% |
$78.4 - $85.3
|
5.26K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-2- 0.08% |
$157 - $171
|
2.57K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.05% |
$235 - $256
|
5.85K
$535K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
SELL
|
- |
-4- 0.04% |
$314 - $341
|
10.3K
$937K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4- 0.18% |
$314 - $341
|
2.21K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5- 0.07% |
$392 - $426
|
6.67K
$609K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-6- 0.22% |
$470 - $512
|
2.78K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7- 0.04% |
$549 - $597
|
16.3K
$1.49M
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 0.81% |
$706 - $768
|
1.1K
$101K
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-11- 0.14% |
$863 - $938
|
7.78K
$710K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-12- 0.03% |
$941 - $1.02K
|
39.9K
$3.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-15- 0.42% |
$1.18K - $1.28K
|
3.53K
$322K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17- 0.13% |
$1.33K - $1.45K
|
12.8K
$1.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
SELL
|
- |
-19- 0.43% |
$1.49K - $1.62K
|
4.36K
$399K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-20Closed |
$1.57K - $1.71K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-20- 0.21% |
$1.57K - $1.71K
|
9.5K
$868K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-22- 0.11% |
$1.73K - $1.88K
|
19.2K
$1.75M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-25- 0.16% |
$1.96K - $2.13K
|
16K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-25- 0.06% |
$1.96K - $2.13K
|
40.9K
$3.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-25- 0.92% |
$1.96K - $2.13K
|
2.7K
$246K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-28- 15.73% |
$2.2K - $2.39K
|
150
$13.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-32- 0.92% |
$2.51K - $2.73K
|
3.44K
$314K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-32- 0.18% |
$2.51K - $2.73K
|
17.3K
$1.58M
|
|
|
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
$245K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-35- 0.66% |
$2.74K - $2.98K
|
5.24K
$478K
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-38- 0.55% |
$2.98K - $3.24K
|
6.9K
$630K
|