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
|
Millburn Ridgefield Corp
|
BUY
|
- |
48.2K+ 6.53% |
$3.78M - $4.11M
|
786K
$69.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
45K+ 5.9% |
$3.53M - $3.84M
|
807K
$70.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
43.6K+ 229.77% |
$3.42M - $3.72M
|
62.6K
$5.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
42.1K+ 9.2% |
$3.3M - $3.59M
|
500K
$43.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
41.5K+ 16.08% |
$3.25M - $3.54M
|
300K
$26.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
41KNew |
$3.21M - $3.5M
|
41K
$3.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40.6K+ 30.24% |
$3.18M - $3.46M
|
175K
$15.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39.9K+ 74.65% |
$3.13M - $3.4M
|
93.4K
$8.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
39.7K+ 4.88% |
$3.12M - $3.39M
|
853K
$74.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
39.2KNew |
$3.08M - $3.35M
|
39.2K
$3.45M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38.2K+ 3.32% |
$3M - $3.26M
|
1.19M
$105M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
37.9KNew |
$2.97M - $3.23M
|
37.9K
$3.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
36.9K+ 2.18% |
$2.89M - $3.14M
|
1.73M
$152M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
36.2KNew |
$2.84M - $3.09M
|
36.2K
$3.18M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
35.7K+ 0.86% |
$2.8M - $3.04M
|
4.21M
$370M
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
35.7KNew |
$2.8M - $3.04M
|
35.7K
$3.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
34.5KNew |
$2.7M - $2.94M
|
34.5K
$3.03M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
33.6K+ 7.22% |
$2.63M - $2.86M
|
498K
$43.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
32.4K+ 78.98% |
$2.54M - $2.76M
|
73.4K
$6.44M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
31.8K+ 3.01% |
$2.5M - $2.71M
|
1.09M
$95.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
31.4K+ 4.3% |
$2.46M - $2.67M
|
761K
$66.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
31KNew |
$2.43M - $2.64M
|
31K
$2.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
30.4K+ 6.04% |
$2.38M - $2.59M
|
534K
$46.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
29.7KNew |
$2.33M - $2.53M
|
29.7K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.3K+ 3.43% |
$2.22M - $2.41M
|
853K
$75M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
25.7K+ 33.53% |
$2.01M - $2.19M
|
102K
$8.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Iridian Asset Management LLC
|
BUY
|
- |
25.2KNew |
$1.98M - $2.15M
|
25.2K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.8KNew |
$1.94M - $2.11M
|
24.8K
$2.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
23.6K+ 13.11% |
$1.85M - $2.01M
|
204K
$17.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
23.5K+ 13.43% |
$1.84M - $2.01M
|
199K
$17.5M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
23.1K+ 8.06% |
$1.81M - $1.97M
|
309K
$27.2M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22.7K+ 26.31% |
$1.78M - $1.94M
|
109K
$9.58M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22K+ 2.54% |
$1.73M - $1.88M
|
890K
$78.2M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.3KNew |
$1.67M - $1.81M
|
21.3K
$1.87M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
21.1K+ 3.63% |
$1.65M - $1.8M
|
602K
$52.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
20.8K+ 369.51% |
$1.63M - $1.78M
|
26.5K
$2.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
20.7K+ 118.81% |
$1.62M - $1.76M
|
38K
$3.34M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20K+ 45.83% |
$1.57M - $1.71M
|
63.7K
$5.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
19.5K+ 1069.84% |
$1.53M - $1.67M
|
21.4K
$1.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
17.8K+ 1.72% |
$1.39M - $1.51M
|
1.05M
$92.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
17.6KNew |
$1.38M - $1.5M
|
17.6K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.6K+ 453.71% |
$1.3M - $1.42M
|
20.3K
$1.78M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.9K+ 2.5% |
$1.25M - $1.35M
|
652K
$57.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15.5K+ 3.83% |
$1.22M - $1.33M
|
421K
$37M
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
15.3K+ 1.94% |
$1.2M - $1.3M
|
803K
$70.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15.3K+ 18.98% |
$1.2M - $1.3M
|
95.7K
$8.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
14.3KNew |
$1.12M - $1.22M
|
14.3K
$1.25M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
13.1K+ 5.98% |
$1.03M - $1.12M
|
232K
$20.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
13.1K+ 7.06% |
$1.02M - $1.11M
|
198K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.9K+ 54.12% |
$1.01M - $1.1M
|
36.6K
$3.22M
|