Purchases and Sales Made in Q1 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.44M+ 37.16% |
$249M - $285M
|
12.7M
$1.16B
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.35M+ 9.47% |
$242M - $278M
|
38.8M
$3.54B
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.77MNew |
$128M - $147M
|
1.77M
$162M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.55M+ 7266.3% |
$112M - $128M
|
1.57M
$143M
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.01MNew |
$73.3M - $84.1M
|
1.01M
$92.6M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
690K+ 3.73% |
$49.9M - $57.2M
|
19.2M
$1.75B
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
BUY
|
- |
490K+ 13939.05% |
$35.4M - $40.6M
|
494K
$45.1M
|
|
May 13, 2022
Q1 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
459K+ 147.9% |
$33.2M - $38.1M
|
770K
$70.3M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
363K+ 0.63% |
$26.2M - $30.1M
|
58.2M
$5.32B
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
311KNew |
$22.5M - $25.8M
|
311K
$28.4M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
247K+ 155.55% |
$17.8M - $20.5M
|
406K
$37M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
246KNew |
$17.8M - $20.4M
|
246K
$22.5M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
230K+ 2.93% |
$16.6M - $19.1M
|
8.07M
$737M
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
225KNew |
$16.2M - $18.6M
|
225K
$20.5M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
191K+ 19.26% |
$13.8M - $15.9M
|
1.19M
$108M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
180K+ 1803.15% |
$13M - $14.9M
|
190K
$17.3M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
171KNew |
$12.3M - $14.2M
|
171K
$15.6M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
168K+ 228.57% |
$12.1M - $13.9M
|
241K
$22M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
139K+ 24.9% |
$10.1M - $11.6M
|
700K
$63.9M
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
132K+ 83.55% |
$9.57M - $11M
|
291K
$26.6M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
128K+ 12.22% |
$9.26M - $10.6M
|
1.18M
$107M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
126K+ 128.99% |
$9.07M - $10.4M
|
223K
$20.4M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
124K+ 27.5% |
$8.95M - $10.3M
|
574K
$52.5M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
121K+ 118.14% |
$8.72M - $10M
|
223K
$20.4M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
118K+ 1.74% |
$8.55M - $9.81M
|
6.91M
$631M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
115K+ 261.15% |
$8.28M - $9.5M
|
158K
$14.5M
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
112KNew |
$8.1M - $9.28M
|
112K
$10.2M
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
111K+ 8.39% |
$8.04M - $9.21M
|
1.44M
$131M
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
105KNew |
$7.62M - $8.74M
|
105K
$9.63M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103K+ 20.85% |
$7.46M - $8.56M
|
598K
$54.6M
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
86.5K+ 11.01% |
$6.26M - $7.17M
|
873K
$79.7M
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
86.5K+ 11.01% |
$6.26M - $7.17M
|
873K
$79.7M
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
85K+ 104.53% |
$6.14M - $7.04M
|
166K
$15.2M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
80.9KNew |
$5.85M - $6.71M
|
80.9K
$7.39M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.1K+ 2.28% |
$5.5M - $6.3M
|
3.42M
$312M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
76KNew |
$5.5M - $6.3M
|
76K
$6.94M
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
71.7K+ 57.29% |
$5.18M - $5.94M
|
197K
$18M
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
70.5K+ 10.9% |
$5.1M - $5.84M
|
717K
$65.5M
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
59.1K+ 27.31% |
$4.27M - $4.9M
|
276K
$25.2M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
56K+ 3.24% |
$4.05M - $4.64M
|
1.78M
$163M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
52.1K+ 80.54% |
$3.77M - $4.32M
|
117K
$10.7M
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
51.5K+ 6.76% |
$3.72M - $4.27M
|
812K
$74.2M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
51.4K+ 1527.1% |
$3.72M - $4.26M
|
54.8K
$5.01M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51.3K+ 33.65% |
$3.71M - $4.25M
|
204K
$18.6M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
51.1K+ 10.21% |
$3.69M - $4.23M
|
551K
$50.3M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
49.1K+ 0.59% |
$3.55M - $4.07M
|
8.39M
$767M
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
48.4K+ 11.25% |
$3.5M - $4.01M
|
478K
$43.7M
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
47K+ 176.98% |
$3.4M - $3.9M
|
73.6K
$6.72M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.1K+ 19.93% |
$3.12M - $3.57M
|
259K
$23.7M
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
42.2K+ 16.4% |
$3.05M - $3.5M
|
300K
$27.4M
|