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 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.79K+ 7.83% |
$140K - $152K
|
24.6K
$2.16M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.79K+ 7.83% |
$140K - $152K
|
24.6K
$2.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.77K+ 7.04% |
$138K - $151K
|
26.8K
$2.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
1.73K+ 1.17% |
$136K - $148K
|
149K
$13.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.7K+ 6.0% |
$133K - $145K
|
30.1K
$2.64M
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.65K+ 41.68% |
$129K - $141K
|
5.61K
$493K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
1.6K+ 4.29% |
$126K - $137K
|
39K
$3.42M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.57KNew |
$123K - $134K
|
1.57K
$138K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.49K+ 1.73% |
$117K - $127K
|
88K
$7.73M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.48K+ 3.84% |
$116K - $126K
|
39.9K
$3.51M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.46KNew |
$114K - $125K
|
1.46K
$128K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.43K+ 3.15% |
$112K - $122K
|
46.7K
$4.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.42K+ 15.58% |
$112K - $121K
|
10.6K
$928K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.41K+ 0.93% |
$111K - $121K
|
153K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.41K+ 2.03% |
$111K - $120K
|
70.8K
$6.22M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.39KNew |
$109K - $119K
|
1.39K
$122K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
1.37K+ 7.29% |
$107K - $117K
|
20.2K
$1.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.36KNew |
$107K - $116K
|
1.36K
$120K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.33KNew |
$104K - $113K
|
1.33K
$117K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 7.25% |
$104K - $113K
|
19.5K
$1.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.31K+ 0.89% |
$103K - $112K
|
149K
$13.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
1.3KNew |
$102K - $111K
|
1.3K
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.29K+ 1182.57% |
$101K - $110K
|
1.4K
$123K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.26K+ 4.75% |
$98.9K - $108K
|
27.8K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.24K+ 37.92% |
$97.1K - $106K
|
4.5K
$396K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.23KNew |
$96.2K - $105K
|
1.23K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.22K+ 2.75% |
$95.7K - $104K
|
45.6K
$4M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.22K+ 6.77% |
$95.7K - $104K
|
19.3K
$1.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.22K+ 14.87% |
$95.3K - $104K
|
9.39K
$825K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.2K+ 1.6% |
$93.9K - $102K
|
76K
$6.67M
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.18K+ 17.34% |
$92.6K - $101K
|
7.99K
$702K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.12K+ 22.89% |
$87.7K - $95.4K
|
6.01K
$528K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
1.1K+ 2.24% |
$85.9K - $93.5K
|
50.1K
$4.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.09K+ 11.6% |
$85.7K - $93.2K
|
10.5K
$924K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.09K+ 2.12% |
$85.7K - $93.2K
|
52.5K
$4.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.09K+ 5.48% |
$85.6K - $93.1K
|
21K
$1.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.09K+ 6.33% |
$85.3K - $92.8K
|
18.3K
$1.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1.07K+ 12.52% |
$83.7K - $91.1K
|
9.6K
$843K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.07K+ 11.05% |
$83.7K - $91.1K
|
10.7K
$943K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.06K+ 29.35% |
$83.3K - $90.7K
|
4.69K
$412K
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.04K+ 1.44% |
$81.4K - $88.5K
|
73.3K
$6.44M
|
|
|
Aug 24, 2022
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.04K+ 0.42% |
$81.2K - $88.4K
|
247K
$21.7M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.04K+ 0.42% |
$81.2K - $88.4K
|
247K
$21.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.03K+ 10.17% |
$81.1K - $88.2K
|
11.2K
$984K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1K+ 2.45% |
$78.6K - $85.5K
|
41.9K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1KNew |
$78.4K - $85.3K
|
1K
$87.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1K+ 29.33% |
$78.4K - $85.3K
|
4.41K
$387K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
993+ 1.21% |
$77.9K - $84.7K
|
82.9K
$7.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
985New |
$77.2K - $84K
|
985
$86.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
969+ 27.29% |
$76K - $82.6K
|
4.52K
$397K
|