Purchases and Sales Made in Q3 2024 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.05% |
$160 - $176
|
4.32K
$387K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$160 - $176
|
2.64K
$236K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$160 - $176
|
466
$41.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.06% |
$160 - $176
|
3.5K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$79.9 - $88.2
|
2.49K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$79.9 - $88.2
|
12.2K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$79.9 - $88.2
|
15.8K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$79.9 - $88.2
|
8.97K
$802K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$79.9 - $88.2
|
9.49K
$849K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.51% |
$79.9 - $88.2
|
199
$17.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.04% |
$79.9 - $88.2
|
2.69K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.0% |
$79.9 - $88.2
|
61.6K
$5.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.04% |
$79.9 - $88.2
|
2.25K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1- -0.0% |
$79.9 - $88.2
|
55.9K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1- 0.03% |
$79.9 - $88.2
|
3.01K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.01% |
$160 - $176
|
13.4K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2- 0.04% |
$160 - $176
|
4.87K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4- 0.09% |
$320 - $353
|
4.37K
$391K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 0.26% |
$400 - $441
|
1.95K
$175K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 0.21% |
$480 - $529
|
2.92K
$261K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-7- 0.14% |
$559 - $617
|
4.93K
$441K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 36.36% |
$639 - $706
|
14
$1.25K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.08% |
$639 - $706
|
10.1K
$908K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-10- 0.14% |
$799 - $882
|
7.37K
$660K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-13- 0.08% |
$1.04K - $1.15K
|
16.1K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-17- 0.18% |
$1.36K - $1.5K
|
9.65K
$864K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-18- 0.04% |
$1.44K - $1.59K
|
41.9K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-18- 0.7% |
$1.44K - $1.59K
|
2.55K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-19- 0.11% |
$1.52K - $1.68K
|
16.6K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 28.36% |
$1.52K - $1.68K
|
48
$4.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-22- 22.68% |
$1.76K - $1.94K
|
75
$6.71K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-23- 0.21% |
$1.84K - $2.03K
|
10.8K
$962K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.15% |
$1.84K - $2.03K
|
15.6K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-24- 0.37% |
$1.92K - $2.12K
|
6.5K
$582K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-25- 0.35% |
$2K - $2.2K
|
7.04K
$630K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 0.36% |
$2K - $2.2K
|
6.86K
$614K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-28- 12.28% |
$2.24K - $2.47K
|
200
$17.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-29- 0.29% |
$2.32K - $2.56K
|
9.99K
$894K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-29- 0.97% |
$2.32K - $2.56K
|
2.95K
$264K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-30- 0.94% |
$2.4K - $2.65K
|
3.15K
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-30- 9.23% |
$2.4K - $2.65K
|
295
$26.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-30- 0.62% |
$2.4K - $2.65K
|
4.82K
$431K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-30- 0.17% |
$2.4K - $2.65K
|
17.7K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-30- 0.82% |
$2.4K - $2.65K
|
3.63K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-36- 64.29% |
$2.88K - $3.17K
|
20
$1.79K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-36- 0.01% |
$2.88K - $3.17K
|
633K
$56.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-36- 0.07% |
$2.88K - $3.17K
|
51.6K
$4.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-37- 0.52% |
$2.96K - $3.26K
|
7.04K
$630K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-38- 19.9% |
$3.04K - $3.35K
|
153
$13.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-39- 0.27% |
$3.12K - $3.44K
|
14.6K
$1.31M
|