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 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 1.83% |
$135K - $169K
|
115K
$10.5M
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.18K- 16.4% |
$137K - $172K
|
11.1K
$1.01M
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-2.27K- 27.87% |
$142K - $179K
|
5.87K
$535K
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.32K- 12.36% |
$146K - $183K
|
16.5K
$1.5M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2.37KClosed |
$149K - $187K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.39K- 22.4% |
$150K - $188K
|
8.29K
$755K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.4KClosed |
$151K - $189K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.41K- 5.32% |
$151K - $189K
|
42.8K
$3.9M
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.47K- 5.65% |
$155K - $195K
|
41.3K
$3.76M
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.51KClosed |
$157K - $197K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.57KClosed |
$161K - $202K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.57KClosed |
$162K - $203K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.59K- 14.51% |
$162K - $204K
|
15.2K
$1.39M
|
|
Aug 12, 2022
Q2 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.6KClosed |
$163K - $205K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.6KClosed |
$163K - $205K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.62K- 38.61% |
$164K - $206K
|
4.16K
$379K
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.62KClosed |
$165K - $207K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-2.63KClosed |
$165K - $207K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.63KClosed |
$165K - $207K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.63KClosed |
$165K - $207K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.64KClosed |
$166K - $208K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.65KClosed |
$167K - $209K
|
0
$0
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-2.66KClosed |
$167K - $209K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.66KClosed |
$167K - $210K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.67KClosed |
$167K - $210K
|
0
$0
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.68K- 45.42% |
$168K - $211K
|
3.22K
$293K
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.68KClosed |
$168K - $211K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.7KClosed |
$169K - $212K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.72KClosed |
$171K - $215K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-2.73KClosed |
$171K - $215K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.74K- 8.32% |
$172K - $216K
|
30.2K
$2.75M
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.74KClosed |
$172K - $216K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.75KClosed |
$172K - $217K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.75K- 5.24% |
$173K - $217K
|
49.7K
$4.53M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.75K- 6.78% |
$173K - $217K
|
37.8K
$3.45M
|
|
Jul 22, 2022
Q2 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-2.76KClosed |
$173K - $217K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.76KClosed |
$173K - $217K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-2.8KClosed |
$176K - $221K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.81KClosed |
$176K - $221K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-2.83KClosed |
$177K - $222K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.84KClosed |
$178K - $223K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.89KClosed |
$181K - $227K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.91KClosed |
$183K - $229K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.92KClosed |
$183K - $230K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.92KClosed |
$183K - $230K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.93K- 33.82% |
$184K - $231K
|
5.74K
$523K
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-2.94KClosed |
$185K - $232K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.94KClosed |
$185K - $232K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-2.95KClosed |
$185K - $232K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.96KClosed |
$186K - $233K
|
0
$0
|