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 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
170+ 0.25% |
$13K - $14K
|
68.5K
$6.26M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
167+ 0.11% |
$12.8K - $13.8K
|
150K
$13.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
166+ 7.2% |
$12.7K - $13.7K
|
2.47K
$226K
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
162+ 0.3% |
$12.4K - $13.4K
|
54.2K
$4.96M
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
161+ 2.8% |
$12.3K - $13.3K
|
5.9K
$539K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
158+ 1.89% |
$12.1K - $13K
|
8.53K
$779K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
155+ 4.36% |
$11.8K - $12.8K
|
3.71K
$339K
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
150+ 4.62% |
$11.5K - $12.4K
|
3.4K
$311K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
149+ 0.4% |
$11.4K - $12.3K
|
36.9K
$3.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
141+ 2.34% |
$10.8K - $11.6K
|
6.16K
$563K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
140+ 0.49% |
$10.7K - $11.6K
|
28.5K
$2.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
136+ 3.41% |
$10.4K - $11.2K
|
4.13K
$377K
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
131+ 1.96% |
$10K - $10.8K
|
6.82K
$623K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
120New |
$9.17K - $9.91K
|
120
$11K
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
116+ 4.49% |
$8.87K - $9.58K
|
2.7K
$247K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
102+ 0.58% |
$7.8K - $8.42K
|
17.8K
$1.63M
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
100+ 1.74% |
$7.64K - $8.26K
|
5.86K
$535K
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
100+ 3.7% |
$7.64K - $8.26K
|
2.8K
$256K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
90+ 0.64% |
$6.88K - $7.43K
|
14.1K
$1.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
87+ 0.08% |
$6.65K - $7.19K
|
106K
$9.71M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
75New |
$5.73K - $6.19K
|
75
$6.85K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
69New |
$5.27K - $5.7K
|
69
$6.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
68+ 1.5% |
$5.2K - $5.62K
|
4.59K
$419K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
66+ 1.39% |
$5.05K - $5.45K
|
4.82K
$441K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
64+ 0.34% |
$4.89K - $5.29K
|
18.7K
$1.71M
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
57+ 190.0% |
$4.36K - $4.71K
|
87
$7.95K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
54+ 0.28% |
$4.13K - $4.46K
|
19.1K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
51+ 0.33% |
$3.9K - $4.21K
|
15.4K
$1.41M
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
48+ 0.93% |
$3.67K - $3.96K
|
5.19K
$474K
|
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
39+ 0.33% |
$2.98K - $3.22K
|
11.9K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
39+ 1.25% |
$2.98K - $3.22K
|
3.16K
$289K
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
36+ 1.25% |
$2.75K - $2.97K
|
2.92K
$267K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
34+ 0.34% |
$2.6K - $2.81K
|
9.94K
$908K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
34+ 1.27% |
$2.6K - $2.81K
|
2.72K
$248K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
28+ 0.33% |
$2.14K - $2.31K
|
8.4K
$767K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
27+ 0.16% |
$2.06K - $2.23K
|
16.7K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
26+ 0.52% |
$1.99K - $2.15K
|
5K
$457K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
26+ 0.27% |
$1.99K - $2.15K
|
9.82K
$897K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
25+ 0.13% |
$1.91K - $2.06K
|
18.8K
$1.72M
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
23+ 0.03% |
$1.76K - $1.9K
|
74.8K
$6.83M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22New |
$1.68K - $1.82K
|
22
$2.01K
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
21+ 0.31% |
$1.61K - $1.73K
|
6.72K
$614K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21+ 0.14% |
$1.61K - $1.73K
|
14.7K
$1.35M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
15+ 0.09% |
$1.15K - $1.24K
|
17.4K
$1.59M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
14+ 0.29% |
$1.07K - $1.16K
|
4.79K
$437K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12+ 0.34% |
$917 - $991
|
3.55K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.27% |
$917 - $991
|
4.47K
$408K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 0.12% |
$841 - $908
|
9.42K
$860K
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9+ 0.35% |
$688 - $743
|
2.61K
$239K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
9+ 0.27% |
$688 - $743
|
3.37K
$307K
|