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 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
36.4K+ 4.19% |
$2.28M - $2.86M
|
904K
$82.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
35.7K+ 2.49% |
$2.24M - $2.81M
|
1.47M
$134M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
35.5KNew |
$2.23M - $2.79M
|
35.5K
$3.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
35.1KNew |
$2.2M - $2.76M
|
35.1K
$3.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.9K+ 17.15% |
$2.19M - $2.75M
|
239K
$21.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
BUY
|
- |
34.7K+ 3.3% |
$2.18M - $2.74M
|
1.09M
$99M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.1K+ 21.06% |
$2.14M - $2.69M
|
196K
$17.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
32.8KNew |
$2.06M - $2.58M
|
32.8K
$2.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
30.3KNew |
$1.9M - $2.39M
|
30.3K
$2.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
28.5K+ 84.15% |
$1.79M - $2.25M
|
62.4K
$5.69M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
26.7K+ 200.69% |
$1.67M - $2.1M
|
39.9K
$3.64M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
25.5K+ 10.04% |
$1.6M - $2.01M
|
280K
$25.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
23.7K+ 13.92% |
$1.48M - $1.86M
|
194K
$17.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
23.5K+ 9.77% |
$1.48M - $1.85M
|
265K
$24.1M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22.9K+ 21.81% |
$1.43M - $1.8M
|
128K
$11.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
22.6K+ 2.17% |
$1.42M - $1.78M
|
1.06M
$96.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
22.5KNew |
$1.41M - $1.77M
|
22.5K
$2.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
22.5K+ 8.5% |
$1.41M - $1.77M
|
287K
$26.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.1K+ 1.24% |
$1.39M - $1.74M
|
1.8M
$164M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.8K+ 7.66% |
$1.37M - $1.72M
|
307K
$27.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.7K+ 1.06% |
$1.36M - $1.71M
|
2.06M
$188M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21.4K+ 132.8% |
$1.34M - $1.68M
|
37.5K
$3.41M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
21.3KNew |
$1.33M - $1.67M
|
21.3K
$1.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.3K+ 7.82% |
$1.27M - $1.6M
|
280K
$25.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.2K+ 3.72% |
$1.27M - $1.59M
|
562K
$51.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
19.9KNew |
$1.25M - $1.57M
|
19.9K
$1.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$1.21M - $1.52M
|
19.3K
$1.76M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
18.7K+ 1.59% |
$1.17M - $1.47M
|
1.19M
$109M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.1K+ 71.57% |
$1.14M - $1.43M
|
43.5K
$3.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 28.93% |
$1.1M - $1.38M
|
78.4K
$7.14M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
17.5K+ 22.45% |
$1.1M - $1.38M
|
95.6K
$8.71M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
17K+ 4.06% |
$1.07M - $1.34M
|
435K
$39.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
16.8KNew |
$1.05M - $1.32M
|
16.8K
$1.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
16.4K+ 9.55% |
$1.03M - $1.29M
|
189K
$17.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.2K+ 15.85% |
$1.02M - $1.27M
|
118K
$10.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
15.7K+ 76.06% |
$987K - $1.24M
|
36.4K
$3.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
15.1K+ 67.41% |
$945K - $1.19M
|
37.4K
$3.41M
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14.3K+ 15.11% |
$897K - $1.13M
|
109K
$9.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
14KNew |
$880K - $1.1M
|
14K
$1.28M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13.8K+ 225.98% |
$867K - $1.09M
|
19.9K
$1.82M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
13.6K+ 9.11% |
$852K - $1.07M
|
163K
$14.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
13.1KNew |
$822K - $1.03M
|
13.1K
$1.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13K+ 2.27% |
$818K - $1.03M
|
587K
$53.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.8KNew |
$801K - $1.01M
|
12.8K
$1.16M
|
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
BUY
|
- |
12.6KNew |
$789K - $990K
|
12.6K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12K+ 13.24% |
$753K - $945K
|
103K
$9.35M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
11.6K+ 22.74% |
$728K - $914K
|
62.7K
$5.71M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.2K+ 20.54% |
$703K - $882K
|
65.8K
$5.99M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.8K+ 1.55% |
$680K - $854K
|
710K
$64.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.7K+ 30.04% |
$672K - $844K
|
46.4K
$4.22M
|