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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-425- 6.42% |
$32.5K - $35.1K
|
6.2K
$566K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-428Closed |
$32.7K - $35.3K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-439- 0.25% |
$33.6K - $36.3K
|
172K
$15.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-449- 4.18% |
$34.3K - $37.1K
|
10.3K
$940K
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-463- 2.72% |
$35.4K - $38.2K
|
16.6K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-464- 9.04% |
$35.5K - $38.3K
|
4.67K
$426K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-486- 3.7% |
$37.1K - $40.1K
|
12.7K
$1.16M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-495- 1.29% |
$37.8K - $40.9K
|
38K
$3.47M
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-500- 8.2% |
$38.2K - $41.3K
|
5.6K
$512K
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-501- 3.53% |
$38.3K - $41.4K
|
13.7K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-507- 2.26% |
$38.8K - $41.9K
|
21.9K
$2M
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-557- 3.38% |
$42.6K - $46K
|
15.9K
$1.45M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-558- 1.3% |
$42.7K - $46.1K
|
42.4K
$3.87M
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-575- 9.57% |
$44K - $47.5K
|
5.44K
$497K
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-585- 67.63% |
$44.7K - $48.3K
|
280
$25.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-586- 0.8% |
$44.8K - $48.4K
|
72.6K
$6.63M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-600- 10.34% |
$45.9K - $49.6K
|
5.2K
$475K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-614- 1.59% |
$46.9K - $50.7K
|
38.1K
$3.48M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-618- 29.73% |
$47.2K - $51K
|
1.46K
$133K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-628- 2.55% |
$48K - $51.9K
|
24K
$2.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-676- 5.24% |
$51.7K - $55.8K
|
12.2K
$1.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-693- 12.3% |
$53K - $57.2K
|
4.94K
$451K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-698- 0.16% |
$53.4K - $57.6K
|
426K
$38.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-703Closed |
$53.7K - $58.1K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-704- 1.85% |
$53.8K - $58.1K
|
37.4K
$3.41M
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-725- 6.49% |
$55.4K - $59.9K
|
10.5K
$955K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-736- 3.63% |
$56.3K - $60.8K
|
19.5K
$1.78M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-741- 17.3% |
$56.6K - $61.2K
|
3.54K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-752Closed |
$57.5K - $62.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-752- 5.13% |
$57.5K - $62.1K
|
13.9K
$1.27M
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-752- 2.64% |
$57.5K - $62.1K
|
27.8K
$2.54M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-760- 11.25% |
$58.1K - $62.8K
|
5.99K
$547K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-779- 9.75% |
$59.5K - $64.3K
|
7.21K
$658K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-796Closed |
$60.8K - $65.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-800- 4.76% |
$61.2K - $66.1K
|
16K
$1.46M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-820- 2.88% |
$62.7K - $67.7K
|
27.7K
$2.53M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-830- 0.39% |
$63.4K - $68.5K
|
210K
$19.2M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-831- 7.9% |
$63.5K - $68.6K
|
9.69K
$885K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-845- 74.32% |
$64.6K - $69.8K
|
292
$26.7K
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-874- 10.09% |
$66.8K - $72.2K
|
7.79K
$711K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-886- 6.12% |
$67.7K - $73.2K
|
13.6K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-903- 4.57% |
$69K - $74.6K
|
18.8K
$1.72M
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-903- 4.57% |
$69K - $74.6K
|
18.8K
$1.72M
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-930- 0.88% |
$71.1K - $76.8K
|
104K
$9.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-970- 6.94% |
$74.1K - $80.1K
|
13K
$1.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-986- 0.47% |
$75.4K - $81.4K
|
209K
$19M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-994- 1.35% |
$76K - $82.1K
|
72.7K
$6.64M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-1K- 1.21% |
$76.4K - $82.6K
|
81.8K
$7.47M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1K- 15.23% |
$76.4K - $82.6K
|
5.57K
$508K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.01K- 2.11% |
$77.1K - $83.3K
|
46.7K
$4.27M
|