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 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.56K+ 9.6% |
$578K - $624K
|
86.3K
$7.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.45K+ 112.73% |
$569K - $615K
|
14.1K
$1.28M
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
7.35K+ 7.68% |
$562K - $607K
|
103K
$9.41M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.31K+ 1.29% |
$558K - $603K
|
574K
$52.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7.22KNew |
$552K - $596K
|
7.22K
$659K
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.13K+ 49.38% |
$545K - $589K
|
21.6K
$1.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.08K+ 11.98% |
$541K - $585K
|
66.2K
$6.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
6.98K+ 165.2% |
$533K - $576K
|
11.2K
$1.02M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
6.95KNew |
$531K - $574K
|
6.95K
$635K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
6.86KNew |
$525K - $567K
|
6.86K
$627K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.74KNew |
$515K - $557K
|
6.74K
$616K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.67K+ 21.0% |
$510K - $551K
|
38.4K
$3.51M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6.59K+ 48.86% |
$503K - $544K
|
20.1K
$1.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
6.42K+ 3.35% |
$491K - $531K
|
198K
$18.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.38KNew |
$488K - $527K
|
6.38K
$583K
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6.36K+ 170.48% |
$486K - $526K
|
10.1K
$922K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
6.31K+ 19.39% |
$482K - $521K
|
38.8K
$3.55M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
6KNew |
$459K - $496K
|
6K
$548K
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
5.95KNew |
$455K - $491K
|
5.95K
$543K
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
5.9K+ 5.36% |
$451K - $487K
|
116K
$10.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.85KNew |
$447K - $483K
|
5.85K
$534K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
5.84K+ 25.35% |
$446K - $482K
|
28.9K
$2.64M
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5.77KNew |
$441K - $476K
|
5.77K
$527K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.68KNew |
$434K - $469K
|
5.68K
$519K
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5.52KNew |
$422K - $456K
|
5.52K
$504K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
5.35KNew |
$409K - $442K
|
5.35K
$489K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.25K+ 7.59% |
$401K - $433K
|
74.4K
$6.79M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
5.23KNew |
$399K - $432K
|
5.23K
$477K
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
5.2K+ 1.46% |
$398K - $430K
|
362K
$33.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
5.18K+ 7.2% |
$396K - $428K
|
77.2K
$7.05M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
5KNew |
$382K - $413K
|
5K
$457K
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.94K+ 13.71% |
$378K - $408K
|
41K
$3.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.8KNew |
$367K - $396K
|
4.8K
$438K
|
|
|
Apr 19, 2022
Q3 2021
|
Stegner Investment Associates Inc.
|
BUY
|
- |
4.68K+ 1.41% |
$358K - $387K
|
337K
$30.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.68K+ 155.38% |
$358K - $387K
|
7.69K
$703K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.61K+ 15.97% |
$352K - $381K
|
33.5K
$3.06M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.54K+ 12.08% |
$347K - $375K
|
42.1K
$3.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.43KNew |
$338K - $365K
|
4.43K
$404K
|
|
|
Nov 08, 2021
Q3 2021
|
Argent Capital Management LLC
|
BUY
|
- |
4.41KNew |
$337K - $364K
|
4.41K
$402K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
4.16K+ 13.72% |
$318K - $343K
|
34.5K
$3.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.99KNew |
$305K - $330K
|
3.99K
$365K
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.96KNew |
$303K - $327K
|
3.96K
$362K
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.94K+ 3.53% |
$301K - $325K
|
115K
$10.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 22.99% |
$298K - $322K
|
20.8K
$1.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.87KNew |
$296K - $320K
|
3.87K
$353K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.84K+ 72.55% |
$294K - $317K
|
9.14K
$834K
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.78K+ 5.65% |
$289K - $313K
|
70.8K
$6.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.7K+ 0.17% |
$283K - $306K
|
2.23M
$204M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.68K+ 83.96% |
$282K - $304K
|
8.07K
$737K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
3.54K+ 5.23% |
$271K - $293K
|
71.3K
$6.51M
|