Purchases and Sales Made in Q4 2024 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
239+ 4.38% |
$20.9K - $22.8K
|
5.69K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
237+ 0.7% |
$20.7K - $22.6K
|
34K
$3.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
224New |
$19.5K - $21.4K
|
224
$20K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
223+ 0.58% |
$19.5K - $21.3K
|
38.9K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
222New |
$19.4K - $21.2K
|
222
$19.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
221+ 8.39% |
$19.3K - $21.1K
|
2.86K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
219+ 2.84% |
$19.1K - $20.9K
|
7.93K
$710K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
218+ 5.17% |
$19K - $20.8K
|
4.44K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
215+ 3.86% |
$18.8K - $20.5K
|
5.78K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
211+ 1.83% |
$18.4K - $20.2K
|
11.7K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
208New |
$18.1K - $19.9K
|
208
$18.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
207+ 2.47% |
$18.1K - $19.8K
|
8.57K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
203+ 1.35% |
$17.7K - $19.4K
|
15.3K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
200+ 0.91% |
$17.5K - $19.1K
|
22.2K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
200+ 4.39% |
$17.5K - $19.1K
|
4.75K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
192+ 2.07% |
$16.8K - $18.3K
|
9.47K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
180+ 54.22% |
$15.7K - $17.2K
|
512
$45.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
174+ 3.28% |
$15.2K - $16.6K
|
5.47K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
170+ 0.31% |
$14.8K - $16.2K
|
54.7K
$4.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
166+ 3.84% |
$14.5K - $15.9K
|
4.49K
$401K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
166+ 1.99% |
$14.5K - $15.9K
|
8.5K
$761K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
165+ 4.49% |
$14.4K - $15.8K
|
3.84K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
161+ 2.14% |
$14K - $15.4K
|
7.69K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
161New |
$14K - $15.4K
|
161
$14.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
158+ 2.5% |
$13.8K - $15.1K
|
6.48K
$580K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
157+ 3.23% |
$13.7K - $15K
|
5.02K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
157+ 1.98% |
$13.7K - $15K
|
8.08K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
151New |
$13.2K - $14.4K
|
151
$13.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
149New |
$13K - $14.2K
|
149
$13.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
149+ 0.9% |
$13K - $14.2K
|
16.7K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
148+ 0.42% |
$12.9K - $14.1K
|
35.8K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
144+ 3.76% |
$12.6K - $13.8K
|
3.98K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
144+ 1.12% |
$12.6K - $13.8K
|
13K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
143+ 50.35% |
$12.5K - $13.7K
|
427
$38.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
143+ 50.35% |
$12.5K - $13.7K
|
427
$38.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
137+ 2.89% |
$12K - $13.1K
|
4.88K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
126New |
$11K - $12K
|
126
$11.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
121+ 2.04% |
$10.6K - $11.6K
|
6.05K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
117+ 28.06% |
$10.2K - $11.2K
|
534
$47.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
117+ 0.19% |
$10.2K - $11.2K
|
60.5K
$5.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
116+ 0.5% |
$10.1K - $11.1K
|
23.5K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
115+ 1.14% |
$10K - $11K
|
10.2K
$909K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
112+ 4.9% |
$9.77K - $10.7K
|
2.4K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
112+ 2.43% |
$9.77K - $10.7K
|
4.71K
$422K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
110+ 0.69% |
$9.6K - $10.5K
|
16K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
109New |
$9.51K - $10.4K
|
109
$9.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
107+ 0.12% |
$9.34K - $10.2K
|
87.7K
$7.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
102+ 0.22% |
$8.9K - $9.74K
|
45.7K
$4.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
99+ 1.58% |
$8.64K - $9.46K
|
6.37K
$570K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
97+ 0.25% |
$8.46K - $9.27K
|
39.2K
$3.51M
|