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 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8+ 0.2% |
$612 - $661
|
3.95K
$361K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.01% |
$612 - $661
|
65.4K
$5.97M
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.31% |
$612 - $661
|
2.61K
$238K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7New |
$535 - $578
|
7
$639
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.13% |
$459 - $496
|
4.72K
$431K
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.12% |
$459 - $496
|
4.89K
$447K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 0.25% |
$459 - $496
|
2.38K
$218K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6+ 0.09% |
$459 - $496
|
7.06K
$644K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.09% |
$382 - $413
|
5.47K
$499K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5+ 0.09% |
$382 - $413
|
5.81K
$530K
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$306 - $330
|
4.1K
$374K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$306 - $330
|
55.2K
$5.04M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 0.06% |
$229 - $248
|
5.26K
$481K
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$229 - $248
|
6.93K
$633K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.32% |
$229 - $248
|
948
$86.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.08% |
$153 - $165
|
2.52K
$230K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.06% |
$153 - $165
|
3.47K
$316K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2+ 0.05% |
$153 - $165
|
3.76K
$344K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2+ 0.53% |
$153 - $165
|
378
$34.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.3% |
$76.4 - $82.6
|
332
$30.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$76.4 - $82.6
|
5.31K
$485K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.01% |
$76.4 - $82.6
|
18.3K
$1.67M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.22% |
$76.4 - $82.6
|
447
$40.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$76.4 - $82.6
|
2.22K
$202K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.01% |
$76.4 - $82.6
|
17.1K
$1.56M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.03% |
$76.4 - $82.6
|
3.89K
$356K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.01% |
$76.4 - $82.6
|
17.1K
$1.56M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$76.4 - $82.6
|
3.28K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$76.4 - $82.6
|
1
$91.3
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.01% |
$76.4 - $82.6
|
8.74K
$799K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-1- 0.04% |
$76.4 - $82.6
|
2.83K
$259K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3- 0.04% |
$229 - $248
|
8.29K
$757K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-3Closed |
$229 - $248
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 0.29% |
$306 - $330
|
1.39K
$127K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7Closed |
$535 - $578
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-8- 0.18% |
$612 - $661
|
4.56K
$416K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-9- 0.05% |
$688 - $743
|
19.8K
$1.81M
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-11- 0.17% |
$841 - $908
|
6.57K
$600K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11- 0.07% |
$841 - $908
|
16.6K
$1.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 0.08% |
$917 - $991
|
16K
$1.46M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-13- 0.07% |
$994 - $1.07K
|
19.4K
$1.77M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-16- 0.16% |
$1.22K - $1.32K
|
9.72K
$887K
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-16- 0.03% |
$1.22K - $1.32K
|
55.7K
$5.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-17- 3.34% |
$1.3K - $1.4K
|
492
$44.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20- 0.33% |
$1.53K - $1.65K
|
5.97K
$545K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23- 0.31% |
$1.76K - $1.9K
|
7.32K
$668K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-24Closed |
$1.83K - $1.98K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
SELL
|
- |
-26- 0.57% |
$1.99K - $2.15K
|
4.53K
$414K
|