Purchases and Sales Made in Q3 2021 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-135- 0.51% |
$10.3K - $11.1K
|
26.6K
$2.43M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-137- 0.58% |
$10.5K - $11.3K
|
23.6K
$2.16M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-140- 0.18% |
$10.7K - $11.6K
|
78.3K
$7.15M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-145- 0.1% |
$11.1K - $12K
|
149K
$13.6M
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-149- 1.82% |
$11.4K - $12.3K
|
8.05K
$736K
|
|
Nov 09, 2021
Q3 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-150- 42.86% |
$11.5K - $12.4K
|
200
$18.3K
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-152- 0.18% |
$11.6K - $12.6K
|
86.5K
$7.9M
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-154- 2.74% |
$11.8K - $12.7K
|
5.46K
$499K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-159- 4.93% |
$12.2K - $13.1K
|
3.06K
$280K
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-167- 0.48% |
$12.8K - $13.8K
|
35K
$3.19M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-168- 1.75% |
$12.8K - $13.9K
|
9.44K
$862K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-170- 26.52% |
$13K - $14K
|
471
$43K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-171- 2.5% |
$13.1K - $14.1K
|
6.67K
$609K
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-174- 0.8% |
$13.3K - $14.4K
|
21.6K
$1.97M
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-175- 2.18% |
$13.4K - $14.5K
|
7.87K
$719K
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-180- 0.86% |
$13.8K - $14.9K
|
20.7K
$1.89M
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-190- 1.7% |
$14.5K - $15.7K
|
11K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-194- 0.74% |
$14.8K - $16K
|
25.9K
$2.37M
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-200- 7.79% |
$15.3K - $16.5K
|
2.37K
$216K
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-200Closed |
$15.3K - $16.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 9.03% |
$15.3K - $16.5K
|
2.02K
$184K
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-200- 0.11% |
$15.3K - $16.5K
|
175K
$16M
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
SELL
|
- |
-207- 2.02% |
$15.8K - $17.1K
|
10K
$918K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-210- 7.16% |
$16.1K - $17.3K
|
2.72K
$249K
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-211- 0.73% |
$16.1K - $17.4K
|
28.8K
$2.63M
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-224- 1.39% |
$17.1K - $18.5K
|
15.9K
$1.45M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-244- 14.57% |
$18.7K - $20.2K
|
1.43K
$131K
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-246- 2.68% |
$18.8K - $20.3K
|
8.93K
$816K
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
SELL
|
- |
-246- 2.68% |
$18.8K - $20.3K
|
8.93K
$816K
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-247- 2.93% |
$18.9K - $20.4K
|
8.2K
$749K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-249- 0.88% |
$19K - $20.6K
|
28K
$2.55M
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-254Closed |
$19.4K - $21K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-275- 3.79% |
$21K - $22.7K
|
6.99K
$638K
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-277- 0.55% |
$21.2K - $22.9K
|
49.7K
$4.54M
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-278- 3.34% |
$21.3K - $23K
|
8.05K
$735K
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-300- 1.7% |
$22.9K - $24.8K
|
17.3K
$1.58M
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
SELL
|
- |
-300- 3.98% |
$22.9K - $24.8K
|
7.24K
$661K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-306- 1.95% |
$23.4K - $25.3K
|
15.4K
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-309- 3.47% |
$23.6K - $25.5K
|
8.59K
$784K
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-310- 1.07% |
$23.7K - $25.6K
|
28.5K
$2.61M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-323- 0.63% |
$24.7K - $26.7K
|
51.1K
$4.67M
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-325- 1.13% |
$24.8K - $26.8K
|
28.5K
$2.6M
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-348- 3.07% |
$26.6K - $28.7K
|
11K
$1M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-390- 0.49% |
$29.8K - $32.2K
|
79.3K
$7.24M
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-400Closed |
$30.6K - $33K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-404- 2.07% |
$30.9K - $33.4K
|
19.1K
$1.74M
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-409- 1.81% |
$31.3K - $33.8K
|
22.2K
$2.03M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-411- 4.01% |
$31.4K - $33.9K
|
9.85K
$900K
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-416- 12.5% |
$31.8K - $34.4K
|
2.91K
$266K
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-419- 1.06% |
$32K - $34.6K
|
39.2K
$3.58M
|