Purchases and Sales Made in Q4 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 Q4 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 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
166
+ 1.78%
$13K - $14.2K
9.49K $833K
Feb 10, 2022 Q4 2021
Tsfg, LLC

BUY
 -
165
+ 1.61%
$12.9K - $14.1K
10.4K $913K
Feb 11, 2022 Q4 2021
Burney CO

Reston, VA
BUY
 -
165
+ 5.83%
$12.9K - $14.1K
3K $263K
Feb 14, 2022 Q4 2021
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
156
+ 5.77%
$12.2K - $13.3K
2.86K $251K
Feb 04, 2022 Q4 2021
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
150
+ 26.55%
$11.8K - $12.8K
715 $62.8K
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

BUY
 -
150
+ 1.24%
$11.8K - $12.8K
12.3K $1.08M
Jan 21, 2022 Q4 2021
Blb&B Advisors, LLC

BUY
 -
148
+ 1.42%
$11.6K - $12.6K
10.6K $931K
Feb 02, 2022 Q4 2021
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
148
New
$11.6K - $12.6K
148 $13K
Feb 04, 2022 Q4 2021
New England Professional Planning Group Inc.

BUY
 -
144
+ 2.16%
$11.3K - $12.3K
6.8K $598K
Jan 04, 2022 Q4 2021
Ellenbecker Investment Group

BUY
 -
142
+ 0.53%
$11.1K - $12.1K
27.1K $2.38M
Jan 26, 2022 Q4 2021
Andrew Hill Investment Advisors, Inc.

Naples, FL
BUY
 -
120
New
$9.41K - $10.2K
120 $10.5K
Feb 10, 2022 Q4 2021
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
119
+ 0.55%
$9.33K - $10.1K
21.7K $1.91M
Feb 10, 2022 Q4 2021
Good Life Advisors, LLC

BUY
 -
117
+ 3.2%
$9.17K - $9.98K
3.77K $331K
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
BUY
 -
117
+ 0.15%
$9.17K - $9.98K
78.2K $6.87M
Feb 11, 2022 Q4 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
110
+ 4.24%
$8.63K - $9.38K
2.7K $237K
Jan 14, 2022 Q4 2021
Stratos Wealth Advisors, LLC

BUY
 -
109
+ 1.5%
$8.55K - $9.3K
7.35K $646K
Jan 27, 2022 Q4 2021
Tap Consulting, LLC

BUY
 -
105
New
$8.23K - $8.95K
105 $9.23K
Feb 08, 2022 Q4 2021
Capital Advisors, Ltd. LLC

BUY
 -
104
+ 7.25%
$8.15K - $8.87K
1.54K $135K
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

BUY
 -
100
+ 40.16%
$7.84K - $8.53K
349 $30.7K
Jan 24, 2022 Q4 2021
Ifg Advisors, LLC

BUY
 -
100
+ 0.66%
$7.84K - $8.53K
15.2K $1.34M
Jan 27, 2022 Q4 2021
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
99
+ 1.91%
$7.76K - $8.44K
5.29K $465K
Feb 14, 2022 Q4 2021
Tradition Wealth Management, LLC

BUY
 -
95
New
$7.45K - $8.1K
95 $8.35K
Jan 13, 2022 Q4 2021
Adirondack Trust CO

BUY
 -
90
+ 2.8%
$7.06K - $7.68K
3.3K $290K
Aug 13, 2024 Q4 2021
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
85
+ 9.12%
$6.66K - $7.25K
1.02K $89.4K
Feb 14, 2022 Q4 2021
Haverford Trust CO

Radnor, PA
BUY
 -
82
+ 0.51%
$6.43K - $6.99K
16.1K $1.41M
Sep 07, 2023 Q4 2021
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
74
+ 0.26%
$5.8K - $6.31K
28.6K $2.51M
Feb 08, 2022 Q4 2021
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
74
+ 0.37%
$5.8K - $6.31K
20.3K $1.79M
Jan 10, 2022 Q4 2021
Capital Investment Advisors, LLC

BUY
 -
72
+ 1.32%
$5.65K - $6.14K
5.53K $486K
Jan 24, 2022 Q4 2021
Connecticut Wealth Management, LLC

BUY
 -
69
+ 1.75%
$5.41K - $5.88K
4.02K $353K
Feb 14, 2022 Q4 2021
Truvestments Capital LLC

Sarasota, FL
BUY
 -
67
+ 957.14%
$5.25K - $5.71K
74 $6.5K
Jan 28, 2022 Q4 2021
American Research & Management Co.

BUY
 -
67
+ 2.62%
$5.25K - $5.71K
2.63K $231K
Feb 07, 2022 Q4 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
66
+ 0.78%
$5.18K - $5.63K
8.54K $750K
Feb 14, 2022 Q4 2021
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
65
+ 0.14%
$5.1K - $5.54K
48K $4.22M
Feb 14, 2022 Q4 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
61
+ 0.41%
$4.78K - $5.2K
14.8K $1.3M
Jan 21, 2022 Q4 2021
Ahrens Investment Partners LLC

BUY
 -
60
New
$4.7K - $5.12K
60 $5.27K
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

BUY
 -
58
+ 1.11%
$4.55K - $4.95K
5.29K $465K
Feb 14, 2022 Q4 2021
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
55
+ 0.3%
$4.31K - $4.69K
18.1K $1.59M
Jan 20, 2022 Q4 2021
Destiny Wealth Partners, LLC

BUY
 -
55
+ 0.69%
$4.31K - $4.69K
8.01K $704K
Feb 02, 2022 Q4 2021
Mount Yale Investment Advisors, LLC

BUY
 -
54
+ 0.66%
$4.23K - $4.61K
8.19K $720K
Feb 03, 2022 Q4 2021
Savior LLC

BUY
 -
53
+ 48.62%
$4.16K - $4.52K
162 $14.2K
Feb 16, 2022 Q4 2021
Covington Capital Management

BUY
 -
50
+ 1.0%
$3.92K - $4.26K
5.05K $444K
Jan 31, 2022 Q4 2021
Steel Peak Wealth Management LLC

BUY
 -
49
+ 0.98%
$3.84K - $4.18K
5.05K $444K
Feb 15, 2022 Q4 2021
Flaharty Asset Management, LLC

BUY
 -
45
+ 0.75%
$3.53K - $3.84K
6.01K $528K
Feb 03, 2022 Q4 2021
Greenhouse Wealth Management, LLC

BUY
 -
45
+ 0.66%
$3.53K - $3.84K
6.91K $607K
Feb 18, 2022 Q4 2021
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
44
New
$3.45K - $3.75K
44 $3.87K
Jan 18, 2022 Q4 2021
Jgp Wealth Management, LLC

BUY
 -
42
+ 1.38%
$3.29K - $3.58K
3.09K $271K
Feb 02, 2022 Q4 2021
Mv Capital Management, Inc.

BUY
 -
41
+ 0.48%
$3.21K - $3.5K
8.64K $759K
Feb 11, 2022 Q4 2021
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
40
New
$3.14K - $3.41K
40 $3.51K
Feb 16, 2022 Q4 2021
Sja Financial Advisory, LLC

BUY
 -
37
+ 0.48%
$2.9K - $3.16K
7.78K $684K

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