Purchases and Sales Made in Q2 2022 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-66- 1.4% |
$4.14K - $5.2K
|
4.66K
$425K
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-73- 2.11% |
$4.58K - $5.75K
|
3.39K
$308K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-74- 0.33% |
$4.64K - $5.83K
|
22.3K
$2.03M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-75- 0.35% |
$4.71K - $5.91K
|
21.1K
$1.92M
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-75- 0.14% |
$4.71K - $5.91K
|
53.2K
$4.84M
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-76- 0.35% |
$4.77K - $5.99K
|
21.6K
$1.97M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-81- 1.07% |
$5.08K - $6.38K
|
7.46K
$680K
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-81- 2.44% |
$5.08K - $6.38K
|
3.24K
$295K
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-83- 0.45% |
$5.21K - $6.54K
|
18.4K
$1.68M
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-85- 0.62% |
$5.33K - $6.69K
|
13.6K
$1.24M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-85- 0.93% |
$5.33K - $6.69K
|
9.02K
$821K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-86- 7.26% |
$5.4K - $6.77K
|
1.1K
$100K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-95Closed |
$5.96K - $7.48K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-95- 0.33% |
$5.96K - $7.48K
|
29K
$2.64M
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-99- 1.47% |
$6.21K - $7.8K
|
6.63K
$604K
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-100Closed |
$6.28K - $7.88K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-101- 0.23% |
$6.34K - $7.95K
|
43.9K
$4M
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-101- 1.37% |
$6.34K - $7.95K
|
7.27K
$663K
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-107- 0.35% |
$6.71K - $8.43K
|
30.1K
$2.74M
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-110- 1.33% |
$6.9K - $8.66K
|
8.17K
$744K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-120Closed |
$7.53K - $9.45K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-127- 1.23% |
$7.97K - $10K
|
10.2K
$930K
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-133- 2.56% |
$8.35K - $10.5K
|
5.06K
$461K
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-135Closed |
$8.47K - $10.6K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-138Closed |
$8.66K - $10.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-144- 0.71% |
$9.04K - $11.3K
|
20.2K
$1.84M
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-145- 0.53% |
$9.1K - $11.4K
|
27K
$2.46M
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-150- 1.93% |
$9.41K - $11.8K
|
7.62K
$694K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150Closed |
$9.41K - $11.8K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-159- 4.47% |
$9.98K - $12.5K
|
3.4K
$309K
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-170- 5.68% |
$10.7K - $13.4K
|
2.82K
$257K
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-178- 1.01% |
$11.2K - $14K
|
17.5K
$1.59M
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-182- 0.67% |
$11.4K - $14.3K
|
27K
$2.46M
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-196- 15.59% |
$12.3K - $15.4K
|
1.06K
$96.7K
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
SELL
|
- |
-197- 5.81% |
$12.4K - $15.5K
|
3.2K
$291K
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 3.68% |
$12.6K - $15.8K
|
5.24K
$477K
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-200- 1.28% |
$12.6K - $15.8K
|
15.4K
$1.4M
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-203- 1.23% |
$12.7K - $16K
|
16.2K
$1.48M
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-209- 3.49% |
$13.1K - $16.5K
|
5.78K
$527K
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-210- 3.28% |
$13.2K - $16.5K
|
6.19K
$564K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-214- 0.25% |
$13.4K - $16.9K
|
86.8K
$7.91M
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-217- 2.68% |
$13.6K - $17.1K
|
7.88K
$718K
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-221- 6.2% |
$13.9K - $17.4K
|
3.35K
$305K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-224- 7.66% |
$14.1K - $17.6K
|
2.7K
$246K
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-230- 3.98% |
$14.4K - $18.1K
|
5.55K
$506K
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-232- 23.25% |
$14.6K - $18.3K
|
766
$69.8K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-233- 2.05% |
$14.6K - $18.4K
|
11.2K
$1.02M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-236- 1.54% |
$14.8K - $18.6K
|
15.1K
$1.38M
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-237- 17.09% |
$14.9K - $18.7K
|
1.15K
$105K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-238- 0.24% |
$14.9K - $18.7K
|
101K
$9.19M
|