Purchases and Sales Made in Q4 2021 in Ishares Russell Mid Cap ETF (IWR)
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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-39- 1.23% |
$3.06K - $3.33K
|
3.12K
$274K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-44- 0.67% |
$3.45K - $3.75K
|
6.57K
$577K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-47- 0.46% |
$3.69K - $4.01K
|
10.2K
$895K
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-50- 0.18% |
$3.92K - $4.26K
|
27K
$2.37M
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 1.82% |
$3.92K - $4.26K
|
2.7K
$237K
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-52- 0.33% |
$4.08K - $4.43K
|
15.8K
$1.38M
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-53- 19.06% |
$4.16K - $4.52K
|
225
$19.8K
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-54- 0.11% |
$4.23K - $4.61K
|
51.3K
$4.51M
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-56- 0.27% |
$4.39K - $4.78K
|
20.7K
$1.82M
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-57- 0.07% |
$4.47K - $4.86K
|
81.2K
$7.14M
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
SELL
|
- |
-60- 0.1% |
$4.7K - $5.12K
|
58.6K
$5.14M
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-61- 0.07% |
$4.78K - $5.2K
|
92.9K
$8.17M
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-61- 0.26% |
$4.78K - $5.2K
|
23.7K
$2.08M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-63- 0.89% |
$4.94K - $5.37K
|
7.01K
$616K
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-64- 62.14% |
$5.02K - $5.46K
|
39
$3.43K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68- 0.21% |
$5.33K - $5.8K
|
32.6K
$2.87M
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-68- 0.88% |
$5.33K - $5.8K
|
7.62K
$670K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-69Closed |
$5.41K - $5.88K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-69- 2.46% |
$5.41K - $5.88K
|
2.73K
$240K
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-70- 1.42% |
$5.49K - $5.97K
|
4.87K
$428K
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-72- 1.04% |
$5.65K - $6.14K
|
6.84K
$601K
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-75- 0.22% |
$5.88K - $6.4K
|
34.4K
$3.02M
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-78- 0.64% |
$6.12K - $6.65K
|
12.1K
$1.07M
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-80- 0.41% |
$6.27K - $6.82K
|
19.3K
$1.7M
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-80Closed |
$6.27K - $6.82K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-80- 1.02% |
$6.27K - $6.82K
|
7.79K
$685K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-83- 0.12% |
$6.51K - $7.08K
|
70.1K
$6.16M
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-94- 1.95% |
$7.37K - $8.02K
|
4.73K
$416K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 0.6% |
$7.84K - $8.53K
|
16.7K
$1.47M
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 0.39% |
$7.84K - $8.53K
|
25.8K
$2.26M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-107- 2.26% |
$8.39K - $9.12K
|
4.63K
$407K
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-109- 0.24% |
$8.55K - $9.3K
|
45.3K
$3.98M
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-110- 1.33% |
$8.63K - $9.38K
|
8.18K
$719K
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
SELL
|
- |
-112- 3.2% |
$8.78K - $9.55K
|
3.39K
$298K
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-125- 1.42% |
$9.8K - $10.7K
|
8.65K
$760K
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-126- 0.12% |
$9.88K - $10.7K
|
105K
$9.19M
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-129- 0.68% |
$10.1K - $11K
|
18.9K
$1.66M
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-132- 3.34% |
$10.4K - $11.3K
|
3.82K
$336K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-132- 33.0% |
$10.4K - $11.3K
|
268
$23.5K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-135- 35.06% |
$10.6K - $11.5K
|
250
$22K
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-137- 1.23% |
$10.7K - $11.7K
|
11K
$968K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-147Closed |
$11.5K - $12.5K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-147- 0.19% |
$11.5K - $12.5K
|
78.1K
$6.86M
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-155- 4.18% |
$12.2K - $13.2K
|
3.55K
$312K
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-162- 4.31% |
$12.7K - $13.8K
|
3.6K
$316K
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-165- 1.36% |
$12.9K - $14.1K
|
12K
$1.05M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-166- 1.62% |
$13K - $14.2K
|
10.1K
$884K
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-180- 1.13% |
$14.1K - $15.4K
|
15.7K
$1.38M
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-185- 0.34% |
$14.5K - $15.8K
|
54.5K
$4.79M
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-185- 0.99% |
$14.5K - $15.8K
|
18.4K
$1.62M
|