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 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.74K+ 2.16% |
$215K - $234K
|
130K
$11.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
2.74K+ 5.51% |
$215K - $233K
|
52.4K
$4.61M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
2.73KNew |
$214K - $233K
|
2.73K
$240K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
2.72K+ 7.51% |
$214K - $232K
|
39K
$3.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.71K+ 1.11% |
$212K - $231K
|
247K
$21.7M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.7K+ 8.75% |
$211K - $230K
|
33.5K
$2.94M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.7K+ 6.93% |
$211K - $230K
|
41.6K
$3.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.69KNew |
$211K - $229K
|
2.69K
$236K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.65KNew |
$208K - $226K
|
2.65K
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.65KNew |
$208K - $226K
|
2.65K
$233K
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.63K+ 94.39% |
$206K - $224K
|
5.41K
$475K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.61K+ 6.72% |
$205K - $223K
|
41.5K
$3.64M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 2.92% |
$203K - $221K
|
91.3K
$8.02M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.59K+ 2.92% |
$203K - $221K
|
91.3K
$8.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.59KNew |
$203K - $221K
|
2.59K
$228K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.58K+ 0.82% |
$202K - $220K
|
315K
$27.7M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.58KNew |
$202K - $220K
|
2.58K
$226K
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.57KNew |
$202K - $220K
|
2.57K
$226K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
2.53KNew |
$198K - $216K
|
2.53K
$222K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.52KNew |
$197K - $215K
|
2.52K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.52K+ 75.15% |
$197K - $215K
|
5.86K
$515K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.51KNew |
$196K - $214K
|
2.51K
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.5KNew |
$196K - $213K
|
2.5K
$220K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.5KNew |
$196K - $213K
|
2.5K
$220K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.49KNew |
$195K - $212K
|
2.49K
$218K
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
2.46K+ 5.17% |
$193K - $209K
|
50K
$4.39M
|
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
2.44KNew |
$191K - $208K
|
2.44K
$214K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.42KNew |
$190K - $206K
|
2.42K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.41KNew |
$189K - $206K
|
2.41K
$212K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.38K+ 10.31% |
$187K - $203K
|
25.5K
$2.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.37K+ 12.13% |
$186K - $202K
|
21.9K
$1.93M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.34KNew |
$184K - $200K
|
2.34K
$206K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.31K+ 8.35% |
$181K - $197K
|
30K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.28K+ 54.09% |
$178K - $194K
|
6.48K
$569K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.21K+ 24.67% |
$173K - $189K
|
11.2K
$982K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.16K+ 14.96% |
$170K - $185K
|
16.6K
$1.46M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.16KNew |
$169K - $184K
|
2.16K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.12K+ 14.49% |
$166K - $181K
|
16.8K
$1.47M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.08K+ 3.83% |
$163K - $177K
|
56.3K
$4.95M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
2.08K+ 2.8% |
$163K - $177K
|
76.2K
$6.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.01K+ 2.61% |
$158K - $172K
|
79.1K
$6.95M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
1.99K+ 41.79% |
$156K - $169K
|
6.74K
$592K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.98K+ 5.11% |
$155K - $169K
|
40.8K
$3.58M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.94K+ 6.64% |
$152K - $166K
|
31.2K
$2.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.94K+ 71.17% |
$152K - $165K
|
4.65K
$409K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
1.93K+ 1.87% |
$151K - $165K
|
105K
$9.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.89K+ 16.89% |
$148K - $161K
|
13.1K
$1.15M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
1.89K+ 6.11% |
$148K - $161K
|
32.8K
$2.88M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.87KNew |
$147K - $160K
|
1.87K
$164K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.82K+ 20.86% |
$143K - $156K
|
10.6K
$928K
|