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 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.04K- 1.98% |
$79.7K - $86.1K
|
51.6K
$4.71M
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.05K- 3.73% |
$79.9K - $86.3K
|
27K
$2.46M
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.05K- 16.67% |
$80.6K - $87K
|
5.27K
$481K
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-1.08K- 3.17% |
$82.2K - $88.8K
|
32.8K
$3M
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.08K- 27.17% |
$82.3K - $88.9K
|
2.89K
$264K
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.08K- 2.07% |
$82.9K - $89.5K
|
51.3K
$4.68M
|
|
Oct 12, 2021
Q3 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.09K- 8.71% |
$83.6K - $90.4K
|
11.5K
$1.05M
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 7.41% |
$85.5K - $92.3K
|
14K
$1.28M
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.13K- 10.92% |
$86.1K - $93K
|
9.19K
$839K
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-1.16K- 3.31% |
$88.5K - $95.6K
|
33.9K
$3.09M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.17K- 1.48% |
$89.7K - $97K
|
78.1K
$7.13M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.18K- 3.9% |
$89.9K - $97.1K
|
29K
$2.64M
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.23K- 7.81% |
$94K - $102K
|
14.5K
$1.33M
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.26K- 4.23% |
$95.9K - $104K
|
28.4K
$2.6M
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.27K- 1.11% |
$97.1K - $105K
|
113K
$10.3M
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.31K- 24.85% |
$100K - $108K
|
3.96K
$361K
|
|
Oct 18, 2021
Q3 2021
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.33K- 6.14% |
$102K - $110K
|
20.4K
$1.86M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.34K- 2.4% |
$102K - $110K
|
54.4K
$4.97M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.34K- 1.71% |
$102K - $111K
|
77.1K
$7.04M
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 9.72% |
$103K - $111K
|
12.5K
$1.14M
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
SELL
|
- |
-1.35K- 0.63% |
$103K - $111K
|
213K
$19.4M
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.4K- 0.54% |
$107K - $116K
|
260K
$23.7M
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.41K- 8.32% |
$107K - $116K
|
15.5K
$1.42M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.46K- 8.05% |
$112K - $121K
|
16.7K
$1.53M
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.51K- 2.85% |
$115K - $125K
|
51.4K
$4.69M
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.53K- 26.99% |
$117K - $126K
|
4.13K
$377K
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-1.58K- 4.16% |
$120K - $130K
|
36.3K
$3.31M
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.58K- 0.42% |
$121K - $130K
|
376K
$34.3M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.62K- 37.36% |
$124K - $134K
|
2.72K
$248K
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.65K- 3.51% |
$126K - $136K
|
45.4K
$4.14M
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.66K- 1.69% |
$127K - $137K
|
96.4K
$8.81M
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-1.71K- 4.45% |
$131K - $141K
|
36.7K
$3.35M
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-1.76K- 3.39% |
$135K - $145K
|
50.2K
$4.58M
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-1.79K- 1.68% |
$137K - $148K
|
105K
$9.57M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.84K- 22.24% |
$141K - $152K
|
6.43K
$588K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.93K- 5.99% |
$148K - $159K
|
30.3K
$2.77M
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 32.09% |
$148K - $160K
|
4.11K
$375K
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.95K- 5.3% |
$149K - $161K
|
34.7K
$3.17M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.96K- 3.68% |
$150K - $162K
|
51.3K
$4.69M
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-2K- 21.66% |
$153K - $165K
|
7.24K
$661K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-2.06K- 94.97% |
$157K - $170K
|
109
$9.96K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.09K- 7.25% |
$160K - $173K
|
26.8K
$2.45M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.1KClosed |
$160K - $173K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.1K- 7.94% |
$161K - $173K
|
24.4K
$2.22M
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-2.1KClosed |
$161K - $174K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.13K- 79.04% |
$163K - $176K
|
565
$51.6K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-2.16K- 1.51% |
$165K - $179K
|
141K
$12.9M
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-2.23K- 3.1% |
$171K - $184K
|
69.9K
$6.38M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.24K- 10.26% |
$171K - $185K
|
19.5K
$1.79M
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-2.24K- 15.88% |
$171K - $185K
|
11.8K
$1.08M
|