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 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
416+ 7.04% |
$32.6K - $35.5K
|
6.32K
$556K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
409New |
$32.1K - $34.9K
|
409
$35.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
405+ 7.19% |
$31.8K - $34.5K
|
6.04K
$531K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
400+ 5.2% |
$31.4K - $34.1K
|
8.09K
$711K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
400+ 3.88% |
$31.4K - $34.1K
|
10.7K
$940K
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
399+ 1.27% |
$31.3K - $34K
|
31.8K
$2.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
385+ 5.33% |
$30.2K - $32.8K
|
7.61K
$669K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
360+ 4.68% |
$28.2K - $30.7K
|
8.05K
$707K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
359+ 93.49% |
$28.1K - $30.6K
|
743
$65.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
343+ 4.22% |
$26.9K - $29.3K
|
8.48K
$745K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
325New |
$25.5K - $27.7K
|
325
$28.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
322+ 0.41% |
$25.2K - $27.5K
|
78.3K
$6.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
302+ 7.29% |
$23.7K - $25.8K
|
4.44K
$390K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
300+ 69.77% |
$23.5K - $25.6K
|
730
$64.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
300New |
$23.5K - $25.6K
|
300
$26.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
295+ 2.99% |
$23.1K - $25.2K
|
10.1K
$891K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
290+ 2.46% |
$22.7K - $24.7K
|
12.1K
$1.06M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
286+ 0.99% |
$22.4K - $24.4K
|
29.1K
$2.56M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
282+ 2.91% |
$22.1K - $24K
|
9.97K
$876K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
282+ 3.44% |
$22.1K - $24K
|
8.49K
$746K
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
280+ 9.65% |
$22K - $23.9K
|
3.18K
$280K
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
279+ 7.97% |
$21.9K - $23.8K
|
3.78K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
268+ 1.93% |
$21K - $22.9K
|
14.2K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
264+ 2.67% |
$20.7K - $22.5K
|
10.1K
$891K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
263+ 6.21% |
$20.6K - $22.4K
|
4.5K
$395K
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
260+ 4.87% |
$20.4K - $22.2K
|
5.6K
$492K
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
255+ 3.74% |
$20K - $21.7K
|
7.07K
$621K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
255+ 9.31% |
$20K - $21.7K
|
3K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
255+ 0.15% |
$20K - $21.7K
|
168K
$14.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
255+ 0.93% |
$20K - $21.7K
|
27.7K
$2.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
248+ 1.39% |
$19.4K - $21.1K
|
18.1K
$1.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
238+ 0.67% |
$18.7K - $20.3K
|
35.9K
$3.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
235+ 3.44% |
$18.4K - $20K
|
7.06K
$620K
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
227+ 1.19% |
$17.8K - $19.4K
|
19.3K
$1.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
218+ 0.76% |
$17.1K - $18.6K
|
28.8K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
210+ 1.62% |
$16.5K - $17.9K
|
13.2K
$1.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
210+ 80.77% |
$16.5K - $17.9K
|
470
$41.3K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
210+ 1.62% |
$16.5K - $17.9K
|
13.2K
$1.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
206+ 0.17% |
$16.2K - $17.6K
|
122K
$10.7M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
200New |
$15.7K - $17.1K
|
200
$17.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
200+ 6.62% |
$15.7K - $17.1K
|
3.22K
$283K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
200+ 2.4% |
$15.7K - $17.1K
|
8.53K
$749K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
196+ 18.47% |
$15.4K - $16.7K
|
1.26K
$110K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
193+ 3.46% |
$15.1K - $16.5K
|
5.77K
$507K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
180+ 5.69% |
$14.1K - $15.4K
|
3.35K
$294K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
178+ 0.7% |
$14K - $15.2K
|
25.5K
$2.24M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
175+ 4.35% |
$13.7K - $14.9K
|
4.2K
$369K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
170+ 18.89% |
$13.3K - $14.5K
|
1.07K
$94K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
169New |
$13.3K - $14.4K
|
169
$14.8K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
168New |
$13.2K - $14.3K
|
168
$14.8K
|