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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.3KNew |
$2.01M - $2.17M
|
26.3K
$2.37M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
24.5K+ 429.6% |
$1.87M - $2.02M
|
30.2K
$2.72M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24K+ 232.84% |
$1.83M - $1.98M
|
34.3K
$3.09M
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
23.7K+ 19.08% |
$1.81M - $1.95M
|
148K
$13.3M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
23.4K+ 4.2% |
$1.79M - $1.94M
|
581K
$52.3M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.2K+ 6.39% |
$1.77M - $1.92M
|
386K
$34.8M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
23KNew |
$1.76M - $1.9M
|
23K
$2.07M
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
22.9K+ 5.8% |
$1.75M - $1.89M
|
417K
$37.6M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
22.2K+ 786.21% |
$1.7M - $1.83M
|
25K
$2.25M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.6K+ 7.67% |
$1.65M - $1.78M
|
303K
$27.3M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20K+ 18.69% |
$1.53M - $1.65M
|
127K
$11.4M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19.7K+ 7.68% |
$1.5M - $1.63M
|
276K
$24.8M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
18.4KNew |
$1.41M - $1.52M
|
18.4K
$1.66M
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
17.4K+ 10.72% |
$1.33M - $1.44M
|
180K
$16.2M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.3K+ 381.26% |
$1.32M - $1.43M
|
21.8K
$1.96M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.9KNew |
$1.22M - $1.32M
|
15.9K
$1.43M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.7KNew |
$1.2M - $1.29M
|
15.7K
$1.41M
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
15.6K+ 33.98% |
$1.19M - $1.29M
|
61.5K
$5.54M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.8K+ 63.26% |
$1.13M - $1.23M
|
38.3K
$3.45M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.8K+ 10.54% |
$1.13M - $1.22M
|
155K
$14M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
14.7K+ 36.39% |
$1.12M - $1.21M
|
55.1K
$4.96M
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
14.6K+ 231.18% |
$1.11M - $1.2M
|
20.9K
$1.88M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
13.3K+ 8.19% |
$1.01M - $1.1M
|
175K
$15.8M
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
12.6KNew |
$961K - $1.04M
|
12.6K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12.1K+ 32.67% |
$928K - $1M
|
49.3K
$4.44M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.1K+ 20.87% |
$926K - $1M
|
70.2K
$6.31M
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
11.9K+ 6.29% |
$913K - $987K
|
202K
$18.2M
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.8K+ 8.89% |
$900K - $972K
|
144K
$13M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
11.1KNew |
$851K - $920K
|
11.1K
$1M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.9K+ 88.69% |
$832K - $899K
|
23.2K
$2.08M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 2.43% |
$807K - $872K
|
444K
$40M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 161.31% |
$805K - $870K
|
17.1K
$1.54M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.3K+ 22.97% |
$791K - $855K
|
55.4K
$4.98M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.3K+ 3.39% |
$784K - $847K
|
313K
$28.1M
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
10.2K+ 3.7% |
$780K - $843K
|
286K
$25.8M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
9.25K+ 31.09% |
$707K - $764K
|
39K
$3.51M
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
9.23K+ 7.77% |
$705K - $762K
|
128K
$11.5M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
9.14K+ 69.44% |
$699K - $755K
|
22.3K
$2.01M
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
9.02K+ 30.18% |
$689K - $745K
|
38.9K
$3.5M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.96KNew |
$685K - $740K
|
8.96K
$807K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.45K+ 0.75% |
$646K - $697K
|
1.14M
$102M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.21K+ 7.22% |
$627K - $678K
|
122K
$11M
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.21K+ 89.18% |
$627K - $678K
|
17.4K
$1.57M
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
8.2K+ 3.25% |
$627K - $677K
|
260K
$23.4M
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.92K+ 64.17% |
$605K - $654K
|
20.3K
$1.82M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
7.89K+ 3.74% |
$603K - $652K
|
219K
$19.7M
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
7.87K+ 255.39% |
$601K - $650K
|
10.9K
$985K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.7K+ 9.93% |
$588K - $636K
|
85.2K
$7.67M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.64K+ 59.62% |
$584K - $631K
|
20.5K
$1.84M
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.62K+ 5.3% |
$583K - $630K
|
151K
$13.6M
|