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 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12.7KNew |
$999K - $1.09M
|
12.7K
$1.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12.7KNew |
$997K - $1.08M
|
12.7K
$1.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12.5K+ 88.96% |
$981K - $1.07M
|
26.6K
$2.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Wealth Cmt
|
BUY
|
- |
12.4KNew |
$974K - $1.06M
|
12.4K
$1.09M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
12.4KNew |
$974K - $1.06M
|
12.4K
$1.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
12.3K+ 2.95% |
$966K - $1.05M
|
430K
$37.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
11.9K+ 1.19% |
$931K - $1.01M
|
1.01M
$88.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
11.5KNew |
$903K - $983K
|
11.5K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11.5K+ 206.79% |
$900K - $979K
|
17K
$1.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
11.3KNew |
$887K - $965K
|
11.3K
$994K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
10.9K+ 1356.25% |
$851K - $925K
|
11.7K
$1.02M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
10.7K+ 15.07% |
$843K - $916K
|
82.1K
$7.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
10.5KNew |
$823K - $895K
|
10.5K
$923K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
10.5K+ 3.08% |
$822K - $894K
|
350K
$30.8M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10.1KNew |
$796K - $865K
|
10.1K
$892K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
9.97K+ 46.4% |
$782K - $850K
|
31.5K
$2.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
9.77KNew |
$766K - $833K
|
9.77K
$858K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.53K+ 28.19% |
$747K - $812K
|
43.3K
$3.81M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
9.32KNew |
$731K - $795K
|
9.32K
$819K
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
9.24KNew |
$725K - $788K
|
9.24K
$812K
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
9.18KNew |
$719K - $782K
|
9.18K
$806K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9.14KNew |
$717K - $779K
|
9.14K
$803K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.09K+ 313.06% |
$712K - $775K
|
12K
$1.05M
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
8.99KNew |
$705K - $766K
|
8.99K
$790K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.9KNew |
$698K - $759K
|
8.9K
$782K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.75KNew |
$686K - $746K
|
8.75K
$769K
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
8.63K+ 3.31% |
$677K - $736K
|
269K
$23.6M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8.63K+ 4.27% |
$676K - $736K
|
211K
$18.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
8.59KNew |
$673K - $732K
|
8.59K
$754K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.5K+ 1.75% |
$667K - $725K
|
495K
$43.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
8.46KNew |
$663K - $721K
|
8.46K
$743K
|
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
8.46KNew |
$663K - $721K
|
8.46K
$743K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.45KNew |
$662K - $720K
|
8.45K
$742K
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8.35KNew |
$655K - $712K
|
8.35K
$734K
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
8.29KNew |
$650K - $707K
|
8.29K
$729K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
8.18K+ 15.86% |
$642K - $698K
|
59.8K
$5.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.18K+ 53.07% |
$642K - $698K
|
23.6K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
8KNew |
$627K - $682K
|
8K
$703K
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
7.91K+ 12.65% |
$620K - $674K
|
70.4K
$6.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
7.68KNew |
$602K - $655K
|
7.68K
$675K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
7.52K+ 157.89% |
$590K - $641K
|
12.3K
$1.08M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.38K+ 25.51% |
$579K - $630K
|
36.3K
$3.19M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
7.29KNew |
$572K - $622K
|
7.29K
$640K
|
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
6.99KNew |
$548K - $596K
|
6.99K
$614K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.96K+ 26.05% |
$546K - $594K
|
33.7K
$2.96M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.73K+ 2.05% |
$527K - $574K
|
335K
$29.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.72KNew |
$527K - $573K
|
6.72K
$591K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
6.57KNew |
$515K - $560K
|
6.57K
$577K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
6.47K+ 4.37% |
$507K - $551K
|
154K
$13.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.41K+ 43.05% |
$502K - $546K
|
21.3K
$1.87M
|