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 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-449- 2.63% |
$35.2K - $38.3K
|
16.6K
$1.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-452- 0.81% |
$35.4K - $38.5K
|
55.6K
$4.89M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-459Closed |
$36K - $39.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-460- 9.91% |
$36.1K - $39.2K
|
4.18K
$368K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-464- 0.9% |
$36.4K - $39.6K
|
50.9K
$4.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-478- 1.26% |
$37.5K - $40.8K
|
37.5K
$3.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-479- 4.05% |
$37.6K - $40.8K
|
11.3K
$997K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-487- 1.06% |
$38.2K - $41.5K
|
45.4K
$3.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-505- 7.92% |
$39.6K - $43.1K
|
5.88K
$516K
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-536- 4.52% |
$42K - $45.7K
|
11.3K
$995K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-553- 1.54% |
$43.4K - $47.2K
|
35.4K
$3.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-559- 0.54% |
$43.8K - $47.7K
|
104K
$9.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-575- 0.51% |
$45.1K - $49K
|
113K
$9.9M
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-592- 3.17% |
$46.4K - $50.5K
|
18.1K
$1.59M
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
SELL
|
- |
-595- 0.28% |
$46.7K - $50.7K
|
212K
$18.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-601- 2.89% |
$47.1K - $51.3K
|
20.2K
$1.77M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-602- 3.11% |
$47.2K - $51.3K
|
18.8K
$1.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-606- 4.86% |
$47.5K - $51.7K
|
11.9K
$1.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-617- 14.94% |
$48.4K - $52.6K
|
3.51K
$309K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-625Closed |
$49K - $53.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-638- 7.79% |
$50K - $54.4K
|
7.56K
$664K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-654- 2.16% |
$51.3K - $55.8K
|
29.7K
$2.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-663- 26.81% |
$52K - $56.5K
|
1.81K
$159K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-665- 3.47% |
$52.1K - $56.7K
|
18.5K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-668- 1.21% |
$52.4K - $57K
|
54.4K
$4.78M
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-687Closed |
$53.9K - $58.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-691- 6.4% |
$54.2K - $58.9K
|
10.1K
$887K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-700- 13.46% |
$54.9K - $59.7K
|
4.5K
$395K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-745- 1.85% |
$58.4K - $63.5K
|
39.6K
$3.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-757- 1.38% |
$59.4K - $64.6K
|
54K
$4.75M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-767- 11.03% |
$60.1K - $65.4K
|
6.19K
$544K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-771- 8.93% |
$60.5K - $65.8K
|
7.87K
$691K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-775- 1.54% |
$60.8K - $66.1K
|
49.4K
$4.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-788- 44.87% |
$61.8K - $67.2K
|
968
$85K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-789- 4.04% |
$61.9K - $67.3K
|
18.8K
$1.65M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-800- 8.15% |
$62.7K - $68.2K
|
9.02K
$792K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-800- 21.84% |
$62.7K - $68.2K
|
2.86K
$252K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-804- 1.72% |
$63K - $68.6K
|
45.9K
$4.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-809- 14.6% |
$63.4K - $69K
|
4.73K
$416K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-868- 0.91% |
$68.1K - $74K
|
94.9K
$8.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Patton Fund Management, Inc.
|
SELL
|
- |
-870- 0.56% |
$68.2K - $74.2K
|
154K
$13.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-894- 7.51% |
$70.1K - $76.2K
|
11K
$968K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-904- 7.48% |
$70.9K - $77.1K
|
11.2K
$982K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-943- 0.55% |
$73.9K - $80.4K
|
171K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-970- 7.66% |
$76.1K - $82.7K
|
11.7K
$1.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-972- 26.71% |
$76.2K - $82.9K
|
2.67K
$234K
|
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-999- 0.94% |
$78.3K - $85.2K
|
105K
$9.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.04K- 2.69% |
$81.3K - $88.4K
|
37.5K
$3.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-1.05K- 9.23% |
$82K - $89.2K
|
10.3K
$904K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.05K- 6.29% |
$82.4K - $89.6K
|
15.7K
$1.38M
|