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 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-34- 0.49% |
$2.6K - $2.81K
|
6.91K
$631K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-34- 0.04% |
$2.6K - $2.81K
|
81.3K
$7.42M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-36Closed |
$2.75K - $2.97K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-36- 0.09% |
$2.75K - $2.97K
|
38.8K
$3.55M
|
|
|
Nov 05, 2021
Q3 2021
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-36- 0.54% |
$2.75K - $2.97K
|
6.66K
$608K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
SELL
|
- |
-38- 9.0% |
$2.9K - $3.14K
|
384
$35.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-40- 1.46% |
$3.06K - $3.3K
|
2.69K
$246K
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
SELL
|
- |
-40- 0.07% |
$3.06K - $3.3K
|
58.6K
$5.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43- 1.17% |
$3.29K - $3.55K
|
3.64K
$332K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-43- 0.09% |
$3.29K - $3.55K
|
49K
$4.48M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-45- 0.43% |
$3.44K - $3.72K
|
10.3K
$941K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-48- 0.31% |
$3.67K - $3.96K
|
15.7K
$1.43M
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-50- 0.11% |
$3.82K - $4.13K
|
45.3K
$4.14M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-50- 1.55% |
$3.82K - $4.13K
|
3.18K
$290K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.89% |
$3.82K - $4.13K
|
5.58K
$510K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-54- 0.75% |
$4.13K - $4.46K
|
7.16K
$654K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-55- 1.47% |
$4.2K - $4.54K
|
3.69K
$337K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-55- 1.47% |
$4.2K - $4.54K
|
3.69K
$337K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-56- 0.77% |
$4.28K - $4.63K
|
7.19K
$657K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-57- 0.69% |
$4.36K - $4.71K
|
8.25K
$753K
|
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-58- 0.27% |
$4.43K - $4.79K
|
21.6K
$1.97M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-58- 1.61% |
$4.43K - $4.79K
|
3.55K
$324K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-60- 1.07% |
$4.59K - $4.96K
|
5.54K
$506K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-61- 0.01% |
$4.66K - $5.04K
|
440K
$40.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
SELL
|
- |
-64- 0.62% |
$4.89K - $5.29K
|
10.3K
$937K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-65- 1.96% |
$4.97K - $5.37K
|
3.26K
$298K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-66- 0.77% |
$5.05K - $5.45K
|
8.47K
$774K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-73- 33.18% |
$5.58K - $6.03K
|
147
$13.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-76- 6.4% |
$5.81K - $6.28K
|
1.11K
$102K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-79- 0.16% |
$6.04K - $6.52K
|
47.9K
$4.38M
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-89- 1.68% |
$6.8K - $7.35K
|
5.21K
$476K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-90- 1.16% |
$6.88K - $7.43K
|
7.69K
$702K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-95- 1.49% |
$7.26K - $7.85K
|
6.27K
$573K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-97- 0.95% |
$7.41K - $8.01K
|
10.1K
$925K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-102- 0.26% |
$7.8K - $8.42K
|
39.9K
$3.64M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-103- 0.4% |
$7.87K - $8.51K
|
25.5K
$2.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-107- 3.24% |
$8.18K - $8.84K
|
3.2K
$292K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-109- 1.55% |
$8.33K - $9K
|
6.95K
$634K
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-112- 1.43% |
$8.56K - $9.25K
|
7.74K
$707K
|
|
|
Nov 12, 2021
Q3 2021
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-113- 0.62% |
$8.64K - $9.33K
|
18.1K
$1.65M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-114- 2.62% |
$8.71K - $9.42K
|
4.24K
$387K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-117- 0.24% |
$8.94K - $9.66K
|
48.8K
$4.46M
|
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-120- 0.44% |
$9.17K - $9.91K
|
27K
$2.47M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-121- 1.36% |
$9.25K - $9.99K
|
8.78K
$802K
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-123- 0.61% |
$9.4K - $10.2K
|
19.9K
$1.82M
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-125- 3.79% |
$9.56K - $10.3K
|
3.18K
$290K
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-126- 1.0% |
$9.63K - $10.4K
|
12.4K
$1.14M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-130- 0.94% |
$9.94K - $10.7K
|
13.7K
$1.25M
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-131- 0.09% |
$10K - $10.8K
|
147K
$13.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-134- 2.23% |
$10.2K - $11.1K
|
5.87K
$537K
|