Purchases and Sales Made in Q2 2024 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.32K+ 22.05% |
$340K - $361K
|
23.9K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.29K+ 23.03% |
$337K - $358K
|
22.9K
$2.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
4.29KNew |
$337K - $358K
|
4.29K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
4.22K+ 7.38% |
$332K - $353K
|
61.3K
$5.49M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.2K+ 35.31% |
$330K - $351K
|
16.1K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.15KNew |
$326K - $347K
|
4.15K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
4.14K+ 11.52% |
$326K - $346K
|
40.1K
$3.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.13K+ 66.93% |
$325K - $345K
|
10.3K
$922K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.04KNew |
$318K - $338K
|
4.04K
$362K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.97K+ 2.81% |
$312K - $332K
|
146K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.9KNew |
$307K - $326K
|
3.9K
$349K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.73K+ 3.5% |
$293K - $311K
|
110K
$9.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.58K+ 286.0% |
$281K - $299K
|
4.83K
$432K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.57KNew |
$281K - $298K
|
3.57K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.56KNew |
$280K - $298K
|
3.56K
$319K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.54K+ 103.63% |
$278K - $296K
|
6.95K
$622K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.52KNew |
$277K - $294K
|
3.52K
$315K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.46K+ 13.26% |
$272K - $289K
|
29.5K
$2.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.39K+ 1.82% |
$266K - $283K
|
190K
$17M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.39KNew |
$266K - $283K
|
3.39K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.36KNew |
$264K - $281K
|
3.36K
$301K
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.34KNew |
$262K - $279K
|
3.34K
$298K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
3.31K+ 13.74% |
$260K - $276K
|
27.4K
$2.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.24K+ 49.73% |
$255K - $271K
|
9.76K
$874K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.23K+ 23.54% |
$254K - $270K
|
16.9K
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3.22K+ 15.32% |
$253K - $269K
|
24.2K
$2.17M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
3.21KNew |
$252K - $268K
|
3.21K
$287K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.15KNew |
$247K - $263K
|
3.15K
$282K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.14K+ 2.48% |
$247K - $263K
|
130K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.13K+ 20.6% |
$246K - $262K
|
18.3K
$1.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.12K+ 4.69% |
$245K - $261K
|
69.7K
$6.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.11KNew |
$245K - $260K
|
3.11K
$278K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.03K+ 0.73% |
$239K - $254K
|
419K
$37.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.02KNew |
$238K - $252K
|
3.02K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.01KNew |
$237K - $251K
|
3.01K
$269K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3KNew |
$236K - $250K
|
3K
$268K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
2.96K+ 21.42% |
$233K - $247K
|
16.8K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.95K+ 18.39% |
$232K - $246K
|
19K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.94K+ 2.78% |
$231K - $246K
|
109K
$9.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.87K+ 20.56% |
$226K - $240K
|
16.8K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.84KNew |
$223K - $237K
|
2.84K
$254K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.76K+ 4.3% |
$217K - $231K
|
67K
$6M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.76K+ 6.02% |
$217K - $231K
|
48.6K
$4.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.75K+ 35.53% |
$216K - $230K
|
10.5K
$939K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.73K+ 1.49% |
$215K - $229K
|
186K
$16.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.71K+ 18.76% |
$213K - $227K
|
17.2K
$1.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.69K+ 4.32% |
$212K - $225K
|
65K
$5.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
BUY
|
- |
2.61KNew |
$205K - $218K
|
2.61K
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.61K+ 9.41% |
$205K - $218K
|
30.3K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.61KNew |
$205K - $218K
|
2.61K
$234K
|