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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2.44K- 2.86% |
$191K - $208K
|
83K
$7.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.47K- 30.44% |
$194K - $211K
|
5.65K
$496K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
SELL
|
- |
-2.59KClosed |
$203K - $221K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-2.62K- 15.75% |
$206K - $224K
|
14K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.66K- 6.28% |
$209K - $227K
|
39.7K
$3.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.68K- 1.9% |
$210K - $229K
|
138K
$12.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-2.9K- 40.08% |
$227K - $247K
|
4.34K
$381K
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.91K- 1.67% |
$228K - $249K
|
172K
$15.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.92K- 7.62% |
$229K - $249K
|
35.4K
$3.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.2KClosed |
$251K - $272K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.44K- 7.71% |
$270K - $294K
|
41.2K
$3.62M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-3.47K- 5.07% |
$272K - $296K
|
65K
$5.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.5K- 43.36% |
$274K - $298K
|
4.57K
$402K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.54KClosed |
$278K - $302K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.62K- 1.39% |
$284K - $309K
|
256K
$22.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.65K- 0.09% |
$287K - $312K
|
4.2M
$369M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.66KClosed |
$287K - $312K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.77K- 28.94% |
$295K - $321K
|
9.25K
$812K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.82K- 16.49% |
$299K - $326K
|
19.3K
$1.7M
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.92KClosed |
$307K - $334K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.95K- 53.96% |
$310K - $337K
|
3.37K
$296K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.08K- 17.74% |
$320K - $348K
|
18.9K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-4.13K- 6.06% |
$324K - $352K
|
64.1K
$5.63M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-4.18K- 78.78% |
$328K - $357K
|
1.13K
$99K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-4.38K- 1.47% |
$343K - $374K
|
294K
$25.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-4.42K- 26.41% |
$347K - $377K
|
12.3K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-4.61K- 16.49% |
$361K - $393K
|
23.4K
$2.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.62K- 4.08% |
$362K - $394K
|
109K
$9.54M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.72K- 6.5% |
$370K - $403K
|
67.9K
$5.97M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.14K- 10.49% |
$403K - $438K
|
43.9K
$3.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
SELL
|
- |
-5.87K- 2.23% |
$461K - $501K
|
258K
$22.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.56K- 1.14% |
$514K - $559K
|
568K
$49.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7.31K- 14.83% |
$573K - $624K
|
42K
$3.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7.36KClosed |
$577K - $628K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.49K- 1.94% |
$587K - $639K
|
379K
$33.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-7.83K- 6.76% |
$614K - $668K
|
108K
$9.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.03K- 0.87% |
$629K - $684K
|
915K
$80.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.12K- 5.69% |
$637K - $692K
|
135K
$11.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
SELL
|
- |
-8.31K- 37.27% |
$652K - $709K
|
14K
$1.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.29K- 19.03% |
$729K - $793K
|
39.6K
$3.47M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-9.44K- 51.18% |
$740K - $805K
|
9.01K
$791K
|
|
|
Feb 11, 2022
Q4 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-9.5KClosed |
$745K - $810K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.62K- 8.06% |
$754K - $820K
|
110K
$9.64M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-10K- 4.82% |
$787K - $856K
|
199K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.6K- 7.05% |
$907K - $987K
|
152K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.6K- 44.11% |
$910K - $989K
|
14.7K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12K- 12.48% |
$943K - $1.03M
|
84.4K
$7.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-12.7K- 20.78% |
$995K - $1.08M
|
48.4K
$4.25M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14K- 54.05% |
$1.1M - $1.2M
|
11.9K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-14.3K- 0.64% |
$1.12M - $1.22M
|
2.22M
$195M
|