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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-279- 35.01% |
$22.3K - $24.6K
|
518
$46.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-285- 1.54% |
$22.8K - $25.1K
|
18.2K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-294- 2.96% |
$23.5K - $25.9K
|
9.64K
$863K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-298- 3.13% |
$23.8K - $26.3K
|
9.22K
$825K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-299- 0.99% |
$23.9K - $26.4K
|
29.9K
$2.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-305- 6.74% |
$24.4K - $26.9K
|
4.22K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-307- 0.72% |
$24.5K - $27.1K
|
42.1K
$3.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-309- 7.16% |
$24.7K - $27.3K
|
4.01K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-312- 4.37% |
$24.9K - $27.5K
|
6.83K
$612K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-316- 11.48% |
$25.3K - $27.9K
|
2.44K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-327- 23.0% |
$26.1K - $28.8K
|
1.1K
$98K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-328- 4.33% |
$26.2K - $28.9K
|
7.24K
$648K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-328- 6.22% |
$26.2K - $28.9K
|
4.95K
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-329- 13.33% |
$26.3K - $29K
|
2.14K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-333- 2.95% |
$26.6K - $29.4K
|
10.9K
$980K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-337Closed |
$26.9K - $29.7K
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-340- 1.85% |
$27.2K - $30K
|
18K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-340- 3.28% |
$27.2K - $30K
|
10K
$897K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-341- 1.29% |
$27.3K - $30.1K
|
26K
$2.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-346- 1.97% |
$27.7K - $30.5K
|
17.2K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-352- 4.67% |
$28.1K - $31K
|
7.19K
$643K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-356- 0.25% |
$28.5K - $31.4K
|
145K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-358- 8.77% |
$28.6K - $31.6K
|
3.72K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-360- 1.0% |
$28.8K - $31.7K
|
35.7K
$3.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-400- 1.22% |
$32K - $35.3K
|
32.4K
$2.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-400- 13.34% |
$32K - $35.3K
|
2.6K
$233K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-430- 14.24% |
$34.4K - $37.9K
|
2.59K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-436Closed |
$34.8K - $38.5K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-444- 36.42% |
$35.5K - $39.2K
|
775
$69.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-449- 4.28% |
$35.9K - $39.6K
|
10K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-452- 0.1% |
$36.1K - $39.9K
|
443K
$39.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-479- 12.49% |
$38.3K - $42.2K
|
3.36K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-508- 1.23% |
$40.6K - $44.8K
|
40.8K
$3.65M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-515- 2.72% |
$41.2K - $45.4K
|
18.4K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-520- 2.16% |
$41.6K - $45.9K
|
23.6K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-522- 0.61% |
$41.7K - $46K
|
85.1K
$7.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-522- 6.56% |
$41.7K - $46K
|
7.44K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-526- 17.48% |
$42K - $46.4K
|
2.48K
$222K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-530- 10.99% |
$42.4K - $46.7K
|
4.29K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-530- 5.2% |
$42.4K - $46.7K
|
9.66K
$865K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-560- 7.5% |
$44.8K - $49.4K
|
6.91K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-560- 4.88% |
$44.8K - $49.4K
|
10.9K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-566- 2.42% |
$45.2K - $49.9K
|
22.8K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-578- 0.37% |
$46.2K - $51K
|
155K
$13.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-588- 16.18% |
$47K - $51.9K
|
3.05K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-612- 1.26% |
$48.9K - $54K
|
48K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-613- 1.42% |
$49K - $54.1K
|
42.4K
$3.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-614- 5.37% |
$49.1K - $54.1K
|
10.8K
$967K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-620- 2.22% |
$49.6K - $54.7K
|
27.3K
$2.45M
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-632- 14.45% |
$50.5K - $55.7K
|
3.74K
$335K
|