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 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.33K+ 18.89% |
$496K - $539K
|
39.8K
$3.5M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.22K+ 0.59% |
$488K - $531K
|
1.07M
$93.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.2KNew |
$486K - $529K
|
6.2K
$545K
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
6.19KNew |
$485K - $528K
|
6.19K
$544K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.12K+ 180.92% |
$480K - $522K
|
9.51K
$835K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
6.12K+ 46.18% |
$480K - $522K
|
19.4K
$1.7M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6.11KNew |
$479K - $521K
|
6.11K
$537K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.11K+ 12.04% |
$479K - $521K
|
56.9K
$5M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.06K+ 36.33% |
$475K - $517K
|
22.7K
$2M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.05KNew |
$474K - $516K
|
6.05K
$531K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.01KNew |
$471K - $512K
|
6.01K
$528K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
5.98K+ 25.36% |
$469K - $510K
|
29.6K
$2.6M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5.97KNew |
$468K - $509K
|
5.97K
$524K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
5.93K+ 15.13% |
$465K - $505K
|
45.1K
$3.96M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5.9KNew |
$463K - $503K
|
5.9K
$518K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.86KNew |
$459K - $500K
|
5.86K
$515K
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.81KNew |
$455K - $495K
|
5.81K
$510K
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.75KNew |
$450K - $490K
|
5.75K
$505K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
BUY
|
- |
5.63K+ 127.79% |
$441K - $480K
|
10K
$882K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.62K+ 1.18% |
$441K - $480K
|
483K
$42.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.46K+ 1.45% |
$428K - $465K
|
381K
$33.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$419K - $455K
|
5.34K
$469K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5.34KNew |
$418K - $455K
|
5.34K
$469K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5.3KNew |
$416K - $452K
|
5.3K
$466K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5.26KNew |
$413K - $449K
|
5.26K
$462K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
5.21K+ 4.67% |
$408K - $444K
|
117K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.19KNew |
$407K - $442K
|
5.19K
$456K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
5.16KNew |
$404K - $440K
|
5.16K
$453K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.15K+ 6.05% |
$404K - $440K
|
90.4K
$7.94M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.15K+ 478.6% |
$403K - $439K
|
6.22K
$546K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.01KNew |
$393K - $427K
|
5.01K
$440K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5K+ 40.23% |
$392K - $426K
|
17.4K
$1.53M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.94K+ 6.79% |
$387K - $421K
|
77.7K
$6.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
BUY
|
- |
4.86K+ 1.44% |
$381K - $415K
|
342K
$30M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.85KNew |
$380K - $414K
|
4.85K
$426K
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
4.82KNew |
$378K - $411K
|
4.82K
$423K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.82KNew |
$378K - $411K
|
4.82K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
4.56KNew |
$358K - $389K
|
4.56K
$401K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
4.52KNew |
$354K - $385K
|
4.52K
$397K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.51KNew |
$354K - $385K
|
4.51K
$397K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4.48KNew |
$351K - $382K
|
4.48K
$393K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.34KNew |
$340K - $370K
|
4.34K
$381K
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
4.3KNew |
$337K - $367K
|
4.3K
$378K
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.28KNew |
$336K - $365K
|
4.28K
$376K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.17K+ 73.42% |
$327K - $356K
|
9.86K
$866K
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.14KNew |
$325K - $353K
|
4.14K
$364K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.13KNew |
$324K - $352K
|
4.13K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
4.05K+ 11.02% |
$317K - $345K
|
40.7K
$3.58M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.04KNew |
$317K - $345K
|
4.04K
$355K
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
3.99KNew |
$313K - $340K
|
3.99K
$351K
|