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 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3K- 2.93% |
$240K - $265K
|
99.3K
$8.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.03K- 12.05% |
$242K - $267K
|
22.1K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.05K- 1.24% |
$244K - $269K
|
243K
$21.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.08K- 0.33% |
$246K - $271K
|
930K
$83.3M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.22K- 13.28% |
$257K - $284K
|
21K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-3.22K- 17.37% |
$257K - $284K
|
15.3K
$1.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.41K- 0.45% |
$273K - $301K
|
748K
$67M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-3.49K- 32.73% |
$279K - $308K
|
7.17K
$642K
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-3.55KClosed |
$284K - $313K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.75K- 6.79% |
$300K - $331K
|
51.5K
$4.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.83K- 6.01% |
$306K - $338K
|
59.9K
$5.36M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-3.94K- 40.17% |
$315K - $347K
|
5.87K
$525K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-3.97K- 3.64% |
$317K - $350K
|
105K
$9.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.97K- 4.72% |
$317K - $350K
|
80.1K
$7.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 8.46% |
$319K - $352K
|
43.3K
$3.87M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-4.03K- 49.94% |
$322K - $355K
|
4.04K
$361K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.04K- 4.25% |
$323K - $356K
|
90.8K
$8.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.13K- 5.29% |
$330K - $364K
|
73.9K
$6.62M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.14K- 24.42% |
$331K - $365K
|
12.8K
$1.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.38K- 18.31% |
$350K - $386K
|
19.5K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.44K- 1.82% |
$355K - $391K
|
240K
$21.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.51K- 58.2% |
$360K - $398K
|
3.24K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.63K- 16.9% |
$370K - $408K
|
22.8K
$2.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.63K- 38.29% |
$370K - $408K
|
7.46K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.71K- 51.39% |
$376K - $415K
|
4.45K
$399K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-4.79K- 37.2% |
$383K - $423K
|
8.09K
$724K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-4.98K- 52.43% |
$398K - $439K
|
4.51K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.05K- 7.27% |
$404K - $445K
|
64.4K
$5.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.19K- 5.14% |
$415K - $458K
|
95.8K
$8.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.31K- 34.7% |
$424K - $468K
|
9.99K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.32K- 49.71% |
$425K - $469K
|
5.38K
$481K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.41K- 10.47% |
$432K - $477K
|
46.2K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.42K- 8.08% |
$433K - $478K
|
61.7K
$5.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-5.54K- 42.39% |
$443K - $488K
|
7.53K
$674K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.61K- 8.05% |
$448K - $495K
|
64.1K
$5.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.84K- 7.11% |
$467K - $515K
|
76.4K
$6.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.87K- 0.26% |
$469K - $518K
|
2.27M
$203M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-6.3K- 1.84% |
$503K - $555K
|
335K
$30M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-6.31K- 7.99% |
$504K - $556K
|
72.6K
$6.5M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.33K- 34.83% |
$506K - $558K
|
11.8K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-6.4K- 14.92% |
$512K - $565K
|
36.5K
$3.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.85K- 13.15% |
$547K - $604K
|
45.2K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-7K- 36.46% |
$559K - $617K
|
12.2K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-7.11K- 78.54% |
$568K - $627K
|
1.94K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-7.17K- 34.92% |
$573K - $632K
|
13.4K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.22K- 2.0% |
$577K - $637K
|
353K
$31.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.75K- 1.09% |
$620K - $684K
|
702K
$62.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.21K- 50.26% |
$656K - $724K
|
8.13K
$728K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.26K- 66.99% |
$660K - $728K
|
4.07K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-8.34K- 3.47% |
$666K - $735K
|
232K
$20.7M
|