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 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-634- 12.61% |
$50.7K - $55.9K
|
4.39K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-638- 11.87% |
$51K - $56.3K
|
4.74K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-657- 8.43% |
$52.5K - $57.9K
|
7.14K
$639K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-676- 17.45% |
$54K - $59.6K
|
3.2K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-678- 4.0% |
$54.2K - $59.8K
|
16.3K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-696- 0.81% |
$55.6K - $61.4K
|
84.8K
$7.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-698- 6.27% |
$55.8K - $61.6K
|
10.4K
$934K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-699- 23.34% |
$55.9K - $61.6K
|
2.3K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-720- 1.3% |
$57.5K - $63.5K
|
54.7K
$4.9M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-727- 15.87% |
$58.1K - $64.1K
|
3.85K
$345K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-736- 23.39% |
$58.8K - $64.9K
|
2.41K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-745- 8.18% |
$59.5K - $65.7K
|
8.37K
$749K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-763- 0.36% |
$61K - $67.3K
|
212K
$19M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-769- 0.04% |
$61.5K - $67.8K
|
2M
$179M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-769- 13.51% |
$61.5K - $67.8K
|
4.92K
$440K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-772- 1.94% |
$61.7K - $68.1K
|
39.1K
$3.5M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-806- 2.33% |
$64.4K - $71.1K
|
33.8K
$3.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-808- 2.04% |
$64.6K - $71.3K
|
38.7K
$3.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-817- 0.09% |
$65.3K - $72.1K
|
906K
$81.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-825- 3.43% |
$65.9K - $72.8K
|
23.3K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-825- 0.66% |
$65.9K - $72.8K
|
124K
$11.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-845- 0.8% |
$67.5K - $74.5K
|
105K
$9.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-847- 20.33% |
$67.7K - $74.7K
|
3.32K
$297K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-865- 2.29% |
$69.1K - $76.3K
|
36.9K
$3.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-867- 12.04% |
$69.3K - $76.5K
|
6.34K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-871- 11.11% |
$69.6K - $76.8K
|
6.97K
$624K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-900- 18.29% |
$71.9K - $79.4K
|
4.02K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-928- 30.78% |
$74.2K - $81.8K
|
2.09K
$187K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-946- 8.97% |
$75.6K - $83.4K
|
9.6K
$859K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-949- 1.07% |
$75.8K - $83.7K
|
88K
$7.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-998- 4.32% |
$79.8K - $88K
|
22.1K
$1.98M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.01K- 12.73% |
$80.9K - $89.2K
|
6.94K
$621K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.01K- 15.34% |
$81K - $89.3K
|
5.59K
$500K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.03K- 1.21% |
$81.9K - $90.4K
|
84K
$7.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.03K- 1.34% |
$82.6K - $91.1K
|
76.2K
$6.82M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.03K- 9.66% |
$82.6K - $91.1K
|
9.67K
$865K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-1.05K- 0.6% |
$83.9K - $92.6K
|
173K
$15.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.05K- 0.61% |
$84K - $92.7K
|
172K
$15.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.05K- 14.92% |
$84.1K - $92.8K
|
6K
$537K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.06K- 0.81% |
$84.3K - $93K
|
129K
$11.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.1K- 1.18% |
$88.2K - $97.3K
|
92.5K
$8.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.12K- 5.93% |
$89.8K - $99K
|
17.8K
$1.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.13K- 12.0% |
$90.1K - $99.4K
|
8.26K
$740K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.15K- 0.78% |
$91.9K - $101K
|
145K
$13M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-1.17K- 4.91% |
$93.8K - $104K
|
22.7K
$2.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.2K- 0.18% |
$96.1K - $106K
|
659K
$59M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.2K- 1.85% |
$96.1K - $106K
|
63.7K
$5.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.21K- 3.62% |
$96.4K - $106K
|
32.1K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.21K- 2.32% |
$96.8K - $107K
|
51K
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.26% |
$102K - $112K
|
99.8K
$8.93M
|