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
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.09K- 33.96% |
$85.5K - $93K
|
2.12K
$186K
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-1.1K- 3.24% |
$86.1K - $93.6K
|
32.8K
$2.88M
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.1K- 52.38% |
$86.3K - $93.8K
|
1K
$87.9K
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.11K- 2.88% |
$87K - $94.7K
|
37.4K
$3.29M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 0.7% |
$87.6K - $95.3K
|
157K
$13.8M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.13K- 0.13% |
$88.6K - $96.4K
|
892K
$78.4M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.17K- 15.27% |
$91.8K - $99.9K
|
6.5K
$571K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.19K- 14.93% |
$92.9K - $101K
|
6.75K
$593K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.19K- 0.06% |
$93.1K - $101K
|
1.87M
$164M
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.2K- 7.68% |
$94.2K - $103K
|
14.5K
$1.27M
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.26K- 6.26% |
$98.4K - $107K
|
18.8K
$1.65M
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.27K- 13.31% |
$99.6K - $108K
|
8.27K
$727K
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 8.02% |
$100K - $109K
|
14.6K
$1.29M
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-1.28K- 0.87% |
$101K - $109K
|
145K
$12.8M
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-1.29K- 3.92% |
$101K - $110K
|
31.5K
$2.77M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.3KClosed |
$102K - $111K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.31K- 0.88% |
$103K - $112K
|
148K
$13M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.32KClosed |
$104K - $113K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.34K- 2.58% |
$105K - $114K
|
50.4K
$4.43M
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-1.37K- 11.17% |
$108K - $117K
|
10.9K
$959K
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.38K- 0.25% |
$108K - $118K
|
560K
$49.2M
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.43K- 4.12% |
$112K - $122K
|
33.3K
$2.93M
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-1.44K- 7.27% |
$113K - $122K
|
18.3K
$1.61M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-1.44K- 3.9% |
$113K - $123K
|
35.5K
$3.12M
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-1.46K- 7.06% |
$114K - $125K
|
19.2K
$1.69M
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.5K- 10.83% |
$117K - $128K
|
12.3K
$1.08M
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 4.29% |
$118K - $128K
|
33.5K
$2.94M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 2.28% |
$118K - $129K
|
64.7K
$5.68M
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.53K- 34.58% |
$120K - $130K
|
2.9K
$254K
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.53K- 6.11% |
$120K - $131K
|
23.5K
$2.07M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.58K- 9.87% |
$123K - $134K
|
14.4K
$1.26M
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.61K- 4.23% |
$126K - $138K
|
36.5K
$3.21M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.65K- 27.58% |
$130K - $141K
|
4.34K
$381K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.67K- 5.07% |
$131K - $142K
|
31.2K
$2.74M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.69K- 26.22% |
$132K - $144K
|
4.75K
$417K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.69K- 6.31% |
$133K - $144K
|
25.1K
$2.2M
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-1.72K- 2.1% |
$134K - $146K
|
80K
$7.03M
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 12.68% |
$139K - $151K
|
12.2K
$1.07M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.79K- 3.22% |
$140K - $152K
|
53.6K
$4.71M
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.79K- 2.53% |
$141K - $153K
|
69K
$6.06M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.8K- 0.47% |
$141K - $154K
|
377K
$33.2M
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.81K- 6.75% |
$142K - $154K
|
25K
$2.2M
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.85K- 4.36% |
$145K - $158K
|
40.6K
$3.57M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.91K- 7.99% |
$150K - $163K
|
22K
$1.94M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.94K- 6.68% |
$152K - $165K
|
27K
$2.37M
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.07K- 34.12% |
$162K - $177K
|
4K
$351K
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-2.34KClosed |
$183K - $199K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-2.36K- 8.19% |
$185K - $202K
|
26.5K
$2.33M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.39K- 28.92% |
$187K - $203K
|
5.86K
$515K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.43K- 20.07% |
$191K - $207K
|
9.68K
$851K
|