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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.84KNew |
$301K - $328K
|
3.84K
$354K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.82KNew |
$300K - $326K
|
3.82K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3.81KNew |
$299K - $325K
|
3.81K
$351K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.8K+ 17.12% |
$298K - $324K
|
26K
$2.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.79K+ 4.78% |
$297K - $323K
|
83K
$7.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.77K+ 0.47% |
$296K - $322K
|
813K
$75M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.76KNew |
$295K - $320K
|
3.76K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.74K+ 59.5% |
$293K - $319K
|
10K
$924K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
3.7K+ 6.31% |
$290K - $316K
|
62.4K
$5.75M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
3.7K+ 26.79% |
$290K - $316K
|
17.5K
$1.61M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.7KNew |
$290K - $315K
|
3.7K
$341K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.68KNew |
$288K - $314K
|
3.68K
$339K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.64KNew |
$285K - $310K
|
3.64K
$336K
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.58K+ 2.8% |
$281K - $305K
|
131K
$12.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.56KNew |
$279K - $303K
|
3.56K
$328K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.54K+ 6.88% |
$277K - $302K
|
55K
$5.07M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.47K+ 16.6% |
$272K - $296K
|
24.3K
$2.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.46KNew |
$271K - $295K
|
3.46K
$319K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.36K+ 13.16% |
$263K - $286K
|
28.8K
$2.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3.35K+ 71.41% |
$263K - $286K
|
8.05K
$743K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.35K+ 198.11% |
$263K - $286K
|
5.04K
$465K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.33K+ 4.31% |
$261K - $284K
|
80.4K
$7.42M
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.27K+ 47.7% |
$257K - $279K
|
10.1K
$935K
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3.24K+ 15.02% |
$254K - $276K
|
24.8K
$2.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
3.22K+ 5.78% |
$253K - $275K
|
59K
$5.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.21K+ 11.29% |
$252K - $274K
|
31.6K
$2.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.18KNew |
$249K - $271K
|
3.18K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.16KNew |
$248K - $270K
|
3.16K
$292K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.12K+ 1.03% |
$245K - $266K
|
306K
$28.3M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.1KNew |
$243K - $265K
|
3.1K
$286K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.1K+ 0.7% |
$243K - $264K
|
448K
$41.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.06K+ 19.57% |
$240K - $261K
|
18.7K
$1.73M
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3.05K+ 0.84% |
$239K - $260K
|
365K
$33.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
3.04K+ 2.36% |
$238K - $259K
|
132K
$12.2M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.01KNew |
$236K - $257K
|
3.01K
$278K
|
|
|
Feb 09, 2022
Q4 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
3K+ 4.6% |
$235K - $256K
|
68.3K
$6.3M
|
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.98KNew |
$234K - $254K
|
2.98K
$275K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
2.96K+ 15.5% |
$232K - $252K
|
22.1K
$2.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.95K+ 26.85% |
$231K - $252K
|
13.9K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.95K+ 69.24% |
$231K - $252K
|
7.21K
$665K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.92KNew |
$229K - $249K
|
2.92K
$270K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
2.9K+ 2196.97% |
$227K - $247K
|
3.03K
$280K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
2.9K+ 42.14% |
$227K - $247K
|
9.77K
$901K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.89K+ 52.96% |
$227K - $247K
|
8.35K
$770K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.89KNew |
$226K - $246K
|
2.89K
$266K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.89KNew |
$226K - $246K
|
2.89K
$266K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.84K+ 0.85% |
$223K - $242K
|
339K
$31.2M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.84K+ 0.85% |
$223K - $242K
|
339K
$31.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.82KNew |
$221K - $240K
|
2.82K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.8K+ 28.28% |
$220K - $239K
|
12.7K
$1.17M
|