Purchases and Sales Made in Q3 2021 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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
Jan 20, 2022 Q3 2021
Gilbert & Cook, Inc.

BUY
 -
552
+ 0.08%
$42.2K - $45.6K
730K $66.6M
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

BUY
 -
550
+ 2.37%
$42K - $45.4K
23.8K $2.17M
Oct 20, 2021 Q3 2021
Detalus Advisors, LLC

BUY
 -
532
+ 10.98%
$40.7K - $43.9K
5.38K $491K
Oct 13, 2021 Q3 2021
Lpwm LLC

Minneapolis, MN
BUY
 -
525
+ 2.23%
$40.1K - $43.4K
24.1K $2.2M
Oct 27, 2021 Q3 2021
Carret Asset Management, LLC

BUY
 -
510
+ 0.75%
$39K - $42.1K
68.2K $6.23M
Oct 13, 2021 Q3 2021
Capital Investment Advisors, LLC

BUY
 -
504
+ 10.18%
$38.5K - $41.6K
5.46K $498K
Nov 09, 2021 Q3 2021
Argent Trust CO

Nashville, TN
BUY
 -
453
+ 0.75%
$34.6K - $37.4K
61.1K $5.58M
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
444
New
$33.9K - $36.7K
444 $40.6K
Nov 15, 2021 Q3 2021
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
443
+ 1.55%
$33.9K - $36.6K
29K $2.65M
Oct 13, 2021 Q3 2021
Welch & Forbes LLC

BUY
 -
417
+ 2.57%
$31.9K - $34.4K
16.6K $1.52M
Nov 10, 2021 Q3 2021
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
410
+ 14.64%
$31.3K - $33.9K
3.21K $293K
Oct 06, 2021 Q3 2021
Mascoma Wealth Management LLC

BUY
 -
406
New
$31K - $33.5K
406 $37.1K
Nov 15, 2021 Q3 2021
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
390
+ 29.98%
$29.8K - $32.2K
1.69K $154K
Nov 15, 2021 Q3 2021
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
388
+ 7.1%
$29.7K - $32K
5.86K $535K
Oct 13, 2021 Q3 2021
Hollencrest Capital Management

BUY
 -
388
+ 1.27%
$29.7K - $32K
30.9K $2.82M
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

BUY
 -
387
+ 2.16%
$29.6K - $32K
18.3K $1.67M
Oct 05, 2021 Q3 2021
Chesley Taft & Associates LLC

BUY
 -
380
+ 1.1%
$29K - $31.4K
34.9K $3.19M
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
375
+ 0.98%
$28.7K - $31K
38.5K $3.52M
Oct 13, 2021 Q3 2021
Vista Private Wealth Partners. LLC

BUY
 -
367
+ 1.41%
$28.1K - $30.3K
26.3K $2.41M
Nov 10, 2021 Q3 2021
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
364
+ 1.76%
$27.8K - $30.1K
21K $1.92M
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
363
+ 0.71%
$27.7K - $30K
51.4K $4.7M
Nov 10, 2021 Q3 2021
Chicago Wealth Management, Inc.

Chicago, IL
BUY
 -
362
+ 5.61%
$27.7K - $29.9K
6.82K $623K
Nov 16, 2021 Q3 2021
Adirondack Trust CO

BUY
 -
360
+ 12.63%
$27.5K - $29.7K
3.21K $293K
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

BUY
 -
352
+ 55.09%
$26.9K - $29.1K
991 $90.5K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
342
+ 0.1%
$26.1K - $28.2K
329K $30M
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
312
+ 10.94%
$23.8K - $25.8K
3.17K $289K
Nov 15, 2021 Q3 2021
Rkl Wealth Management LLC

BUY
 -
312
+ 2.18%
$23.8K - $25.8K
14.6K $1.34M
Oct 14, 2021 Q3 2021
Atlas Brown,Inc.

BUY
 -
268
+ 1.98%
$20.5K - $22.1K
13.8K $1.26M
Nov 12, 2021 Q3 2021
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
263
+ 0.16%
$20.1K - $21.7K
167K $15.3M
Nov 15, 2021 Q3 2021
First Heartland Consultants, Inc.

BUY
 -
260
+ 5.81%
$19.9K - $21.5K
4.74K $433K
Nov 04, 2021 Q3 2021
Hancock Whitney Corp

BUY
 -
256
+ 3.81%
$19.6K - $21.1K
6.97K $637K
Oct 20, 2021 Q3 2021
Tranquility Partners, LLC

BUY
 -
250
+ 7.41%
$19.1K - $20.6K
3.62K $331K
Nov 12, 2021 Q3 2021
9258 Wealth Management, LLC

BUY
 -
250
+ 6.23%
$19.1K - $20.6K
4.26K $389K
Oct 20, 2021 Q3 2021
First National Bank & Trust CO Of Newtown

BUY
 -
244
+ 4.16%
$18.7K - $20.2K
6.11K $558K
Nov 16, 2021 Q3 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
239
+ 25.7%
$18.3K - $19.7K
1.17K $107K
Nov 15, 2021 Q3 2021
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
237
+ 1.27%
$18.1K - $19.6K
19K $1.73M
Dec 13, 2023 Q3 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
234
+ 1.84%
$17.9K - $19.3K
13K $1.18M
Nov 08, 2021 Q3 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
234
+ 1.84%
$17.9K - $19.3K
13K $1.18M
Nov 10, 2021 Q3 2021
White Pine Capital LLC

Golden Valley, MN
BUY
 -
223
+ 1.38%
$17K - $18.4K
16.3K $1.49M
Oct 14, 2021 Q3 2021
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
210
+ 0.77%
$16.1K - $17.3K
27.5K $2.51M
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
210
+ 4.18%
$16.1K - $17.3K
5.23K $478K
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
208
+ 2.69%
$15.9K - $17.2K
7.95K $726K
Oct 18, 2021 Q3 2021
Moser Wealth Advisors, LLC

BUY
 -
200
+ 0.17%
$15.3K - $16.5K
119K $10.9M
Oct 25, 2021 Q3 2021
Boston Trust Walden Corp

BUY
 -
200
+ 1.04%
$15.3K - $16.5K
19.4K $1.77M
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
197
+ 0.94%
$15.1K - $16.3K
21.1K $1.93M
Nov 12, 2021 Q3 2021
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
188
+ 5.24%
$14.4K - $15.5K
3.78K $345K
Oct 12, 2021 Q3 2021
Pinnacle Bancorp, Inc.

BUY
 -
180
+ 2.8%
$13.8K - $14.9K
6.62K $604K
Oct 21, 2021 Q3 2021
Joel Isaacson & Co., LLC

BUY
 -
178
+ 5.4%
$13.6K - $14.7K
3.47K $317K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
178
New
$13.6K - $14.7K
178 $16.3K

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