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
|
Leverty Financial Group, LLC
|
BUY
|
- |
944New |
$74K - $80.5K
|
944
$82.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
920+ 2.18% |
$72.1K - $78.5K
|
43.2K
$3.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
901+ 6.6% |
$70.6K - $76.8K
|
14.6K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
860+ 4.63% |
$67.4K - $73.3K
|
19.4K
$1.71M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
849+ 2.81% |
$66.6K - $72.4K
|
31K
$2.73M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
842New |
$66K - $71.8K
|
842
$74K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
835+ 1.98% |
$65.5K - $71.2K
|
42.9K
$3.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
834+ 14.03% |
$65.4K - $71.1K
|
6.78K
$596K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
832+ 11.54% |
$65.2K - $71K
|
8.04K
$706K
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
798+ 1.52% |
$62.6K - $68.1K
|
53.2K
$4.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
784+ 3.22% |
$61.5K - $66.9K
|
25.1K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
783+ 3.25% |
$61.4K - $66.8K
|
24.8K
$2.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
781+ 4.14% |
$61.2K - $66.6K
|
19.6K
$1.72M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
781+ 4.14% |
$61.2K - $66.6K
|
19.6K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
739+ 4.72% |
$57.9K - $63K
|
16.4K
$1.44M
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
715+ 1.05% |
$56.1K - $61K
|
68.9K
$6.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
713New |
$55.9K - $60.8K
|
713
$62.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
710+ 2.44% |
$55.7K - $60.5K
|
29.8K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
692+ 3.5% |
$54.3K - $59K
|
20.4K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
676+ 20.97% |
$53K - $57.6K
|
3.9K
$343K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
662+ 9.78% |
$51.9K - $56.5K
|
7.43K
$653K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
649+ 19.92% |
$50.9K - $55.3K
|
3.91K
$343K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
649+ 0.64% |
$50.9K - $55.3K
|
102K
$8.97M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
644+ 1.18% |
$50.5K - $54.9K
|
55K
$4.83M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
635+ 9.14% |
$49.8K - $54.2K
|
7.58K
$666K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
623New |
$48.8K - $53.1K
|
623
$54.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
617+ 2.93% |
$48.4K - $52.6K
|
21.7K
$1.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
614New |
$48.1K - $52.4K
|
614
$53.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
597+ 12.83% |
$46.8K - $50.9K
|
5.25K
$461K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
597+ 3.26% |
$46.8K - $50.9K
|
18.9K
$1.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
589+ 9.05% |
$46.2K - $50.2K
|
7.1K
$624K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
586+ 10.53% |
$45.9K - $50K
|
6.15K
$540K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
578+ 10.02% |
$45.3K - $49.3K
|
6.35K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
577+ 3.97% |
$45.2K - $49.2K
|
15.1K
$1.33M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
576New |
$45.2K - $49.1K
|
576
$50.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
566New |
$44.4K - $48.3K
|
566
$49.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
565New |
$44.3K - $48.2K
|
565
$49.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
555+ 10.32% |
$43.5K - $47.3K
|
5.93K
$521K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
552+ 5.45% |
$43.3K - $47.1K
|
10.7K
$938K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
550+ 14.91% |
$43.1K - $46.9K
|
4.24K
$373K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
529+ 8.12% |
$41.5K - $45.1K
|
7.04K
$619K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
503+ 10.15% |
$39.4K - $42.9K
|
5.46K
$480K
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
502+ 17.39% |
$39.4K - $42.8K
|
3.39K
$298K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
502+ 2.45% |
$39.4K - $42.8K
|
21K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
496New |
$38.9K - $42.3K
|
496
$43.6K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
494+ 1.27% |
$38.7K - $42.1K
|
39.5K
$3.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
493+ 2.07% |
$38.7K - $42K
|
24.3K
$2.13M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
469+ 7.43% |
$36.8K - $40K
|
6.78K
$596K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
448New |
$35.1K - $38.2K
|
448
$39.4K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
417+ 14.32% |
$32.7K - $35.6K
|
3.33K
$293K
|