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 |
---|---|---|---|---|---|---|---|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-4.43K- 7.0% |
$278K - $349K
|
58.9K
$5.37M
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
SELL
|
- |
-4.57K- 50.29% |
$287K - $360K
|
4.51K
$411K
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.61K- 8.08% |
$289K - $363K
|
52.4K
$4.77M
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-4.73KClosed |
$297K - $373K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-4.84KClosed |
$304K - $381K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.01K- 56.14% |
$314K - $395K
|
3.91K
$356K
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-5.15K- 11.94% |
$323K - $406K
|
38K
$3.46M
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-5.44KClosed |
$341K - $428K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-5.54K- 0.55% |
$348K - $437K
|
1.01M
$91.9M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5.6K- 17.34% |
$351K - $441K
|
26.7K
$2.43M
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-5.6K- 50.86% |
$351K - $441K
|
5.41K
$493K
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-5.61KClosed |
$352K - $442K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.73K- 24.51% |
$360K - $451K
|
17.6K
$1.61M
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.75K- 5.43% |
$361K - $453K
|
100K
$9.11M
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-5.84K- 51.03% |
$366K - $460K
|
5.6K
$510K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.02K- 5.77% |
$378K - $474K
|
98.4K
$8.96M
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-6.04KClosed |
$379K - $476K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-6.06K- 43.79% |
$380K - $477K
|
7.78K
$709K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.14K- 2.65% |
$385K - $484K
|
225K
$20.5M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.25KClosed |
$392K - $492K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.3K- 3.67% |
$395K - $496K
|
165K
$15M
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.42K- 0.34% |
$403K - $506K
|
1.87M
$171M
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6.45K- 10.04% |
$405K - $508K
|
57.8K
$5.27M
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-6.76K- 12.91% |
$424K - $532K
|
45.6K
$4.15M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-6.95KClosed |
$436K - $548K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-7.02K- 6.59% |
$440K - $553K
|
99.5K
$9.07M
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7.31K- 18.22% |
$459K - $576K
|
32.8K
$2.99M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.37K- 8.18% |
$462K - $580K
|
82.7K
$7.53M
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-7.45KClosed |
$468K - $587K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-7.86KClosed |
$493K - $619K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-8.11K- 2.75% |
$509K - $639K
|
286K
$26.1M
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-8.53KClosed |
$535K - $671K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-8.63KClosed |
$541K - $680K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-8.74K- 2.26% |
$548K - $688K
|
378K
$34.4M
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-9.12KClosed |
$572K - $718K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.15K- 29.09% |
$574K - $720K
|
22.3K
$2.03M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.24K- 2.06% |
$580K - $728K
|
439K
$40M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.25K- 1.02% |
$580K - $728K
|
900K
$82M
|
|
Jul 29, 2022
Q2 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-9.26K- 8.76% |
$581K - $729K
|
96.5K
$8.79M
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
SELL
|
- |
-9.31K- 7.11% |
$584K - $733K
|
122K
$11.1M
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9.32K- 13.5% |
$585K - $734K
|
59.7K
$5.44M
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-9.44K- 59.97% |
$592K - $744K
|
6.3K
$574K
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-10.3K- 10.3% |
$644K - $808K
|
89.4K
$8.14M
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10.7K- 6.03% |
$670K - $840K
|
166K
$15.1M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.8K- 6.84% |
$678K - $851K
|
147K
$13.4M
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-11.1K- 30.88% |
$695K - $873K
|
24.8K
$2.26M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.4K- 97.86% |
$717K - $899K
|
250
$22.8K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12.1K- 27.81% |
$762K - $956K
|
31.5K
$2.87M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12.9K- 26.64% |
$808K - $1.01M
|
35.5K
$3.23M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.1K- 75.06% |
$825K - $1.04M
|
4.37K
$398K
|