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 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.52K+ 1.39% |
$269K - $291K
|
258K
$23.5M
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.52K+ 0.55% |
$269K - $291K
|
647K
$59.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.44KNew |
$263K - $284K
|
3.44K
$314K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.39KNew |
$259K - $280K
|
3.39K
$309K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.35K+ 3.42% |
$256K - $277K
|
101K
$9.27M
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
3.27K+ 24.24% |
$250K - $270K
|
16.7K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.21K+ 97.04% |
$245K - $265K
|
6.51K
$595K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.11K+ 12.03% |
$238K - $257K
|
28.9K
$2.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.09K+ 109.5% |
$236K - $255K
|
5.91K
$540K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
3.06KNew |
$234K - $252K
|
3.06K
$279K
|
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.04KNew |
$232K - $251K
|
3.04K
$277K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.03K+ 13.49% |
$232K - $250K
|
25.5K
$2.33M
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.02KNew |
$230K - $249K
|
3.02K
$275K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.96KNew |
$226K - $244K
|
2.96K
$270K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.9KNew |
$222K - $240K
|
2.9K
$265K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
2.88K+ 27.73% |
$220K - $238K
|
13.3K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.83K+ 6.82% |
$217K - $234K
|
44.3K
$4.05M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
2.8KNew |
$214K - $231K
|
2.8K
$256K
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.78KNew |
$213K - $230K
|
2.78K
$254K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.77K+ 13.8% |
$211K - $228K
|
22.8K
$2.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.77K+ 13.8% |
$211K - $228K
|
22.8K
$2.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.74KNew |
$209K - $226K
|
2.74K
$250K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.59KNew |
$198K - $214K
|
2.59K
$237K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.59KNew |
$198K - $214K
|
2.59K
$236K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.52K+ 82.06% |
$192K - $208K
|
5.58K
$510K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.47KNew |
$188K - $204K
|
2.47K
$225K
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.42K+ 0.6% |
$185K - $200K
|
406K
$37.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.39K+ 1160.19% |
$183K - $197K
|
2.6K
$237K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.38K+ 6.27% |
$182K - $197K
|
40.4K
$3.69M
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
2.38K+ 5.26% |
$182K - $196K
|
47.5K
$4.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.33K+ 7.28% |
$178K - $193K
|
34.4K
$3.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
2.32K+ 32.17% |
$178K - $192K
|
9.54K
$872K
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
2.19K+ 5.64% |
$167K - $180K
|
40.9K
$3.74M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.09K+ 2.42% |
$160K - $173K
|
88.7K
$8.1M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.09K+ 2.42% |
$160K - $173K
|
88.7K
$8.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2K+ 26.62% |
$153K - $165K
|
9.52K
$869K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2K+ 41.04% |
$153K - $165K
|
6.87K
$628K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2K+ 7.95% |
$153K - $165K
|
27.1K
$2.48M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 6.64% |
$152K - $165K
|
32K
$2.92M
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
1.98K+ 2.74% |
$151K - $163K
|
74.1K
$6.77M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.91K+ 1.75% |
$146K - $158K
|
111K
$10.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.85K+ 20.72% |
$142K - $153K
|
10.8K
$985K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.83K+ 2.45% |
$140K - $151K
|
76.6K
$7M
|
|
|
Nov 15, 2021
Q3 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.83KNew |
$140K - $151K
|
1.83K
$167K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.82K+ 5.68% |
$139K - $150K
|
33.8K
$3.09M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
1.81KNew |
$138K - $149K
|
1.81K
$165K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.79K+ 21.25% |
$137K - $148K
|
10.2K
$934K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.78K+ 9.93% |
$136K - $147K
|
19.8K
$1.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.78K+ 4.38% |
$136K - $147K
|
42.4K
$3.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.76K+ 10.49% |
$135K - $146K
|
18.6K
$1.7M
|