Purchases and Sales Made in Q1 2024 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-1.4K- 2.96% |
$106K - $118K
|
45.9K
$4.23M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-1.41K- 1.23% |
$106K - $118K
|
113K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.42K- 3.21% |
$107K - $119K
|
42.7K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.54K- 2.25% |
$116K - $130K
|
67.1K
$6.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.57K- 1.81% |
$118K - $132K
|
84.8K
$7.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.58K- 6.47% |
$119K - $133K
|
22.8K
$2.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.61K- 1.33% |
$121K - $135K
|
119K
$10.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.65K- 3.37% |
$125K - $139K
|
47.5K
$4.37M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.66K- 35.76% |
$125K - $139K
|
2.98K
$274K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.66K- 29.11% |
$125K - $139K
|
4.04K
$372K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.68K- 11.67% |
$127K - $141K
|
12.7K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.72K- 8.97% |
$129K - $144K
|
17.4K
$1.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.72K- 80.43% |
$130K - $145K
|
419
$38.6K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.75K- 5.52% |
$132K - $147K
|
30K
$2.76M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.76K- 1.9% |
$132K - $148K
|
90.8K
$8.36M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.79K- 2.2% |
$135K - $151K
|
79.7K
$7.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.8K- 2.55% |
$136K - $151K
|
68.9K
$6.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.82K- 4.74% |
$137K - $153K
|
36.6K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.83K- 1.13% |
$138K - $154K
|
159K
$14.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.87K- 0.4% |
$141K - $157K
|
466K
$42.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.88K- 1.01% |
$142K - $158K
|
184K
$16.9M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.9K- 1.38% |
$143K - $160K
|
136K
$12.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.93K- 37.24% |
$145K - $162K
|
3.25K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.94K- 4.11% |
$146K - $163K
|
45.3K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2K- 5.28% |
$151K - $168K
|
35.9K
$3.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-2K- 0.87% |
$151K - $168K
|
228K
$21M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-2K- 24.68% |
$151K - $168K
|
6.11K
$562K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-2K- 86.21% |
$151K - $168K
|
320
$29.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.01K- 12.1% |
$151K - $169K
|
14.6K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.07K- 20.05% |
$156K - $174K
|
8.26K
$760K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.08K- 0.22% |
$156K - $175K
|
925K
$85.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.1K- 1.93% |
$158K - $176K
|
106K
$9.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.11K- 25.39% |
$159K - $177K
|
6.19K
$570K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-2.16K- 7.68% |
$163K - $182K
|
26K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.2K- 5.59% |
$165K - $185K
|
37K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.2K- 2.13% |
$166K - $185K
|
101K
$9.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.27K- 15.18% |
$171K - $191K
|
12.7K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.28K- 3.09% |
$172K - $192K
|
71.4K
$6.57M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.29K- 1.31% |
$173K - $192K
|
173K
$15.9M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 18.49% |
$174K - $194K
|
10.2K
$936K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.34K- 2.42% |
$177K - $197K
|
94.3K
$8.69M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.38K- 4.15% |
$179K - $200K
|
54.8K
$5.05M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.44K- 6.95% |
$184K - $205K
|
32.6K
$3M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.45K- 4.85% |
$185K - $206K
|
48.1K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.46K- 25.56% |
$185K - $207K
|
7.17K
$660K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.48K- 50.73% |
$187K - $209K
|
2.41K
$222K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.49K- 8.78% |
$188K - $209K
|
25.9K
$2.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.6K- 6.49% |
$196K - $218K
|
37.4K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.62K- 23.94% |
$197K - $220K
|
8.32K
$766K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.63K- 28.76% |
$198K - $221K
|
6.52K
$600K
|