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 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.75K+ 0.35% |
$134K - $145K
|
503K
$46M
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.75K+ 7.07% |
$134K - $144K
|
26.5K
$2.42M
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
1.67K+ 1.14% |
$128K - $138K
|
148K
$13.5M
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.63K+ 24.95% |
$125K - $135K
|
8.17K
$747K
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.54K+ 48.69% |
$118K - $127K
|
4.7K
$429K
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.52K+ 5.48% |
$116K - $125K
|
29.2K
$2.67M
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.52K+ 5.06% |
$116K - $125K
|
31.5K
$2.87M
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1.51K+ 2.83% |
$115K - $125K
|
54.8K
$5M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.5K+ 13.23% |
$114K - $124K
|
12.8K
$1.17M
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.43K+ 13.74% |
$109K - $118K
|
11.8K
$1.08M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.39K+ 22.2% |
$106K - $115K
|
7.67K
$700K
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.39K+ 22.75% |
$106K - $115K
|
7.5K
$685K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.36K+ 20.06% |
$104K - $112K
|
8.12K
$742K
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
1.33K+ 4.46% |
$101K - $109K
|
31.1K
$2.84M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.32KNew |
$101K - $109K
|
1.32K
$121K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.31K+ 30.15% |
$99.8K - $108K
|
5.63K
$515K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.3K+ 2.44% |
$99.4K - $107K
|
54.7K
$5M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.24K+ 2.38% |
$95.1K - $103K
|
53.5K
$4.89M
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 51.18% |
$94.8K - $102K
|
3.66K
$335K
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.24K+ 9.22% |
$94.5K - $102K
|
14.6K
$1.34M
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.23K+ 43.77% |
$93.7K - $101K
|
4.03K
$368K
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.17K+ 1.64% |
$89.3K - $96.5K
|
72.2K
$6.6M
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.15K+ 14.59% |
$88.1K - $95.1K
|
9.05K
$827K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.14K+ 13.89% |
$86.9K - $93.9K
|
9.32K
$851K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.05K+ 7.01% |
$80.3K - $86.7K
|
16K
$1.46M
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
1.02K+ 8.26% |
$77.6K - $83.8K
|
13.3K
$1.22M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1K+ 11.57% |
$76.6K - $82.8K
|
9.66K
$883K
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1K+ 26.32% |
$76.4K - $82.6K
|
4.8K
$438K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
996+ 1.57% |
$76.1K - $82.3K
|
64.6K
$5.9M
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
952+ 12.46% |
$72.8K - $78.6K
|
8.59K
$785K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
946+ 0.09% |
$72.3K - $78.1K
|
998K
$91.1M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
925+ 1.98% |
$70.7K - $76.4K
|
47.6K
$4.35M
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
877+ 5.11% |
$67K - $72.4K
|
18K
$1.65M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
837+ 0.1% |
$64K - $69.1K
|
825K
$75.4M
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
835+ 7.42% |
$63.8K - $69K
|
12.1K
$1.1M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
810+ 7.35% |
$61.9K - $66.9K
|
11.8K
$1.08M
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
798+ 7.57% |
$61K - $65.9K
|
11.3K
$1.04M
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
779+ 10.81% |
$59.5K - $64.3K
|
7.99K
$730K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
727+ 4.16% |
$55.6K - $60K
|
18.2K
$1.66M
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
722+ 0.1% |
$55.2K - $59.6K
|
729K
$66.6M
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
665+ 0.78% |
$50.8K - $54.9K
|
85.4K
$7.8M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
655+ 1.86% |
$50.1K - $54.1K
|
35.9K
$3.28M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
647+ 5.63% |
$49.5K - $53.4K
|
12.1K
$1.11M
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
625New |
$47.8K - $51.6K
|
625
$57.1K
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
620+ 2.78% |
$47.4K - $51.2K
|
22.9K
$2.09M
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
613+ 13.99% |
$46.9K - $50.6K
|
5K
$456K
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
603+ 19.76% |
$46.1K - $49.8K
|
3.65K
$334K
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
599+ 0.77% |
$45.8K - $49.5K
|
78K
$7.13M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
574+ 0.07% |
$43.9K - $47.4K
|
868K
$79.3M
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
556+ 1.46% |
$42.5K - $45.9K
|
38.5K
$3.52M
|