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 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.2K- 24.45% |
$829K - $1.04M
|
40.9K
$3.72M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-13.2K- 71.53% |
$831K - $1.04M
|
5.27K
$480K
|
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-13.3KClosed |
$833K - $1.05M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-13.5K- 41.03% |
$846K - $1.06M
|
19.4K
$1.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-13.5K- 14.82% |
$850K - $1.07M
|
77.9K
$7.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13.7K- 59.35% |
$857K - $1.08M
|
9.35K
$852K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.7K- 46.39% |
$862K - $1.08M
|
15.9K
$1.45M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-14.5K- 2.87% |
$908K - $1.14M
|
490K
$44.7M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-15.1K- 9.51% |
$946K - $1.19M
|
143K
$13.1M
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-15.3KClosed |
$962K - $1.21M
|
0
$0
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-16.2K- 11.58% |
$1.02M - $1.28M
|
124K
$11.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-16.9K- 33.22% |
$1.06M - $1.33M
|
34K
$3.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-17.4K- 15.5% |
$1.09M - $1.37M
|
94.6K
$8.62M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.8K- 6.22% |
$1.12M - $1.4M
|
268K
$24.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.9K- 36.4% |
$1.18M - $1.49M
|
33K
$3.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-19K- 85.8% |
$1.19M - $1.5M
|
3.14K
$286K
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-19.2K- 72.31% |
$1.2M - $1.51M
|
7.35K
$670K
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-21.6K- 86.41% |
$1.36M - $1.7M
|
3.4K
$310K
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-24.7K- 74.69% |
$1.55M - $1.95M
|
8.38K
$763K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26.6K- 74.82% |
$1.67M - $2.09M
|
8.94K
$814K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.6K- 40.49% |
$1.67M - $2.09M
|
39.1K
$3.56M
|
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-29K- 10.4% |
$1.82M - $2.29M
|
250K
$22.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.3KClosed |
$1.84M - $2.31M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-30.9K- 55.42% |
$1.94M - $2.43M
|
24.9K
$2.26M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-31K- 9.91% |
$1.94M - $2.44M
|
282K
$25.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-31K- 9.91% |
$1.94M - $2.44M
|
282K
$25.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-31.9K- 53.13% |
$2M - $2.51M
|
28.1K
$2.56M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.8K- 5.15% |
$2.12M - $2.66M
|
622K
$56.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-34.2KClosed |
$2.15M - $2.69M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-35.2KClosed |
$2.21M - $2.77M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-36KClosed |
$2.26M - $2.83M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36.9K- 9.34% |
$2.31M - $2.91M
|
358K
$32.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-39.6K- 1.97% |
$2.48M - $3.12M
|
1.96M
$179M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-42.5K- 94.06% |
$2.67M - $3.35M
|
2.68K
$245K
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-47.9K- 65.12% |
$3.01M - $3.77M
|
25.7K
$2.34M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-48.6K- 15.86% |
$3.05M - $3.83M
|
258K
$23.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-52.2K- 1.23% |
$3.28M - $4.11M
|
4.19M
$381M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-53K- 1.67% |
$3.33M - $4.17M
|
3.13M
$285M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-55K- 29.06% |
$3.45M - $4.33M
|
134K
$12.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-58.3K- 21.15% |
$3.66M - $4.59M
|
217K
$19.8M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-59.1K- 5.49% |
$3.71M - $4.66M
|
1.02M
$92.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-59.8K- 24.18% |
$3.75M - $4.71M
|
188K
$17.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-68.9K- 48.45% |
$4.33M - $5.43M
|
73.3K
$6.68M
|
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-77.4K- 9.59% |
$4.86M - $6.09M
|
729K
$66.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-84.8K- 43.09% |
$5.32M - $6.68M
|
112K
$10.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-117K- 10.02% |
$7.36M - $9.24M
|
1.05M
$95.9M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-126K- 56.33% |
$7.88M - $9.88M
|
97.3K
$8.86M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-126K- 56.5% |
$7.9M - $9.91M
|
96.9K
$8.83M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-142K- 2.16% |
$8.92M - $11.2M
|
6.45M
$588M
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-145K- 29.29% |
$9.07M - $11.4M
|
349K
$31.8M
|