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 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-190- 5.64% |
$14.9K - $16.2K
|
3.18K
$290K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-190- 4.6% |
$14.9K - $16.2K
|
3.94K
$360K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-195- 0.85% |
$15.3K - $16.6K
|
22.7K
$2.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-198- 0.3% |
$15.5K - $16.9K
|
65.2K
$5.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-200Closed |
$15.7K - $17.1K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-207- 0.39% |
$16.2K - $17.7K
|
52.9K
$4.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-216- 45.86% |
$16.9K - $18.4K
|
255
$23.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-217- 0.44% |
$17K - $18.5K
|
49.1K
$4.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-219- 4.69% |
$17.2K - $18.7K
|
4.45K
$406K
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-220- 1.49% |
$17.3K - $18.8K
|
14.6K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-221- 0.34% |
$17.3K - $18.8K
|
64.4K
$5.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-229- 1.12% |
$18K - $19.5K
|
20.2K
$1.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-244- 2.42% |
$19.1K - $20.8K
|
9.85K
$900K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-248- 0.79% |
$19.4K - $21.1K
|
31.2K
$2.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-250Closed |
$19.6K - $21.3K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-251- 1.16% |
$19.7K - $21.4K
|
21.3K
$1.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-251- 2.74% |
$19.7K - $21.4K
|
8.92K
$815K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-251Closed |
$19.7K - $21.4K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-269- 0.35% |
$21.1K - $22.9K
|
76.1K
$6.95M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 1.65% |
$21.5K - $23.4K
|
16.3K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-293- 0.57% |
$23K - $25K
|
51K
$4.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-297- 0.3% |
$23.3K - $25.3K
|
99.6K
$9.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-300- 5.61% |
$23.5K - $25.6K
|
5.05K
$461K
|
|
|
Feb 07, 2022
Q4 2021
|
Parthenon LLC
|
SELL
|
- |
-300- 3.57% |
$23.5K - $25.6K
|
8.1K
$740K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 1.37% |
$23.5K - $25.6K
|
21.6K
$1.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-302- 5.52% |
$23.7K - $25.8K
|
5.17K
$472K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-303- 0.64% |
$23.8K - $25.8K
|
47.3K
$4.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-309- 1.38% |
$24.2K - $26.4K
|
22.1K
$2.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-315- 2.3% |
$24.7K - $26.9K
|
13.4K
$1.22M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-324Closed |
$25.4K - $27.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-325- 1.11% |
$25.5K - $27.7K
|
29K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-332Closed |
$26K - $28.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-343- 1.34% |
$26.9K - $29.3K
|
25.2K
$2.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-352- 4.37% |
$27.6K - $30K
|
7.7K
$703K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-352- 2.21% |
$27.6K - $30K
|
15.6K
$1.42M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-356- 6.46% |
$27.9K - $30.4K
|
5.15K
$471K
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-359- 3.13% |
$28.1K - $30.6K
|
11.1K
$1.01M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
SELL
|
- |
-370- 9.52% |
$29K - $31.6K
|
3.52K
$321K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-371- 1.41% |
$29.1K - $31.6K
|
26K
$2.37M
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
SELL
|
- |
-378- 3.76% |
$29.6K - $32.2K
|
9.67K
$883K
|
|
|
Feb 08, 2022
Q4 2021
|
Private Management Group Inc
|
SELL
|
- |
-386- 1.15% |
$30.3K - $32.9K
|
33.2K
$3.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-388- 2.52% |
$30.4K - $33.1K
|
15K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-396- 1.94% |
$31.1K - $33.8K
|
20.1K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-399- 7.99% |
$31.3K - $34K
|
4.6K
$420K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-400- 0.57% |
$31.4K - $34.1K
|
69.5K
$6.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-400- 6.56% |
$31.4K - $34.1K
|
5.7K
$520K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-402- 3.02% |
$31.5K - $34.3K
|
12.9K
$1.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-403- 2.43% |
$31.6K - $34.4K
|
16.2K
$1.48M
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-445- 14.76% |
$34.9K - $37.9K
|
2.57K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-447- 34.54% |
$35K - $38.1K
|
847
$77.4K
|