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 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.25K- 39.66% |
$172K - $186K
|
3.42K
$313K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-2.28K- 3.74% |
$174K - $188K
|
58.7K
$5.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-2.28K- 2.23% |
$174K - $188K
|
99.9K
$9.12M
|
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.32K- 25.39% |
$177K - $191K
|
6.81K
$622K
|
|
|
Nov 10, 2021
Q3 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.38K- 4.35% |
$182K - $197K
|
52.4K
$4.79M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-2.5K- 26.65% |
$191K - $206K
|
6.87K
$628K
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.52K- 17.58% |
$192K - $208K
|
11.8K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
SELL
|
- |
-2.53KClosed |
$193K - $209K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-2.56KClosed |
$196K - $212K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.59K- 1.02% |
$198K - $214K
|
252K
$23M
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.61KClosed |
$199K - $215K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.65KClosed |
$203K - $219K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.68KClosed |
$205K - $221K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.82KClosed |
$215K - $233K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.87KClosed |
$220K - $237K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-3.05KClosed |
$233K - $251K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.08K- 13.91% |
$235K - $254K
|
19K
$1.74M
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.26K- 2.23% |
$249K - $269K
|
143K
$13M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.29KClosed |
$252K - $272K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.3K- 27.61% |
$252K - $272K
|
8.64K
$789K
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.32KClosed |
$254K - $275K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.34K- 87.91% |
$255K - $276K
|
459
$41.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.35K- 9.24% |
$256K - $276K
|
32.9K
$3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.43K- 0.06% |
$262K - $283K
|
5.99M
$547M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.43K- 4.26% |
$262K - $283K
|
77.1K
$7.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.49K- 0.73% |
$266K - $288K
|
477K
$43.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.51K- 6.35% |
$268K - $289K
|
51.7K
$4.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.61K- 9.93% |
$276K - $298K
|
32.7K
$2.99M
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-3.62KClosed |
$276K - $299K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Family Office, LLC
|
SELL
|
- |
-3.72KClosed |
$284K - $307K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-3.83KClosed |
$293K - $316K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.86KClosed |
$295K - $319K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.9K- 16.87% |
$298K - $322K
|
19.2K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.94K- 35.75% |
$301K - $325K
|
7.07K
$646K
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.94KClosed |
$301K - $325K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.94K- 0.44% |
$301K - $325K
|
893K
$81.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.06KClosed |
$310K - $335K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.19KClosed |
$320K - $346K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.22K- 7.89% |
$323K - $349K
|
49.3K
$4.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.36K- 9.36% |
$333K - $360K
|
42.2K
$3.86M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
SELL
|
- |
-4.38K- 1.45% |
$335K - $362K
|
298K
$27.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.4KClosed |
$336K - $363K
|
0
$0
|
|
|
Oct 01, 2021
Q3 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-4.44K- 44.06% |
$339K - $366K
|
5.63K
$515K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.72K- 26.15% |
$361K - $390K
|
13.3K
$1.22M
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-4.8K- 25.79% |
$367K - $396K
|
13.8K
$1.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-4.8K- 6.85% |
$367K - $396K
|
65.3K
$5.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-4.88KClosed |
$373K - $403K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-5.03K- 7.45% |
$384K - $415K
|
62.5K
$5.71M
|
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-5.22KClosed |
$399K - $431K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.31K- 4.26% |
$406K - $439K
|
119K
$10.9M
|