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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
95+ 0.46% |
$8.29K - $9.07K
|
20.9K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
93+ 1.71% |
$8.11K - $8.88K
|
5.54K
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
93+ 0.66% |
$8.11K - $8.88K
|
14.2K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
92New |
$8.03K - $8.79K
|
92
$8.23K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
91+ 1.18% |
$7.94K - $8.69K
|
7.79K
$697K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
84+ 0.87% |
$7.33K - $8.02K
|
9.73K
$871K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
84+ 3.54% |
$7.33K - $8.02K
|
2.46K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
84+ 7.92% |
$7.33K - $8.02K
|
1.14K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
81+ 0.32% |
$7.07K - $7.74K
|
25.7K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
74+ 0.05% |
$6.46K - $7.07K
|
145K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
74+ 2.09% |
$6.46K - $7.07K
|
3.62K
$324K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
73+ 1.73% |
$6.37K - $6.97K
|
4.3K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
72New |
$6.28K - $6.88K
|
72
$6.44K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
69+ 0.52% |
$6.02K - $6.59K
|
13.4K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
67+ 0.61% |
$5.85K - $6.4K
|
11K
$987K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
65+ 0.6% |
$5.67K - $6.21K
|
10.9K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
64+ 4.22% |
$5.58K - $6.11K
|
1.58K
$141K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
63+ 0.27% |
$5.5K - $6.02K
|
23.6K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
63+ 0.36% |
$5.5K - $6.02K
|
17.5K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 2.32% |
$5.15K - $5.64K
|
2.6K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
57+ 3.39% |
$4.97K - $5.44K
|
1.74K
$156K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
55+ 0.33% |
$4.8K - $5.25K
|
17K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
51+ 2.06% |
$4.45K - $4.87K
|
2.53K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
50+ 1.16% |
$4.36K - $4.78K
|
4.36K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 0.33% |
$4.36K - $4.78K
|
15K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
50+ 2.01% |
$4.36K - $4.78K
|
2.53K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 0.36% |
$4.36K - $4.78K
|
14K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
49+ 0.98% |
$4.28K - $4.68K
|
5.04K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
49+ 59.76% |
$4.28K - $4.68K
|
131
$11.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
48+ 1.12% |
$4.19K - $4.58K
|
4.35K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
48+ 5.72% |
$4.19K - $4.58K
|
887
$79.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
48+ 6.19% |
$4.19K - $4.58K
|
823
$73.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
47+ 0.6% |
$4.1K - $4.49K
|
7.87K
$704K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
46+ 0.29% |
$4.01K - $4.39K
|
15.8K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
42+ 0.61% |
$3.66K - $4.01K
|
6.93K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
42+ 1.31% |
$3.66K - $4.01K
|
3.25K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41+ 3.51% |
$3.58K - $3.92K
|
1.21K
$108K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
39+ 0.74% |
$3.4K - $3.73K
|
5.3K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
39+ 0.2% |
$3.4K - $3.73K
|
20K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.93% |
$3.4K - $3.73K
|
4.23K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
39New |
$3.4K - $3.73K
|
39
$3.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
39New |
$3.4K - $3.73K
|
39
$3.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
37+ 0.37% |
$3.23K - $3.53K
|
10K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
37+ 0.92% |
$3.23K - $3.53K
|
4.07K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 0.48% |
$3.14K - $3.44K
|
7.47K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
35+ 0.36% |
$3.05K - $3.34K
|
9.76K
$873K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
34+ 0.06% |
$2.97K - $3.25K
|
60.5K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
34+ 0.22% |
$2.97K - $3.25K
|
15.4K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
33+ 1.42% |
$2.88K - $3.15K
|
2.36K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$2.79K - $3.06K
|
32
$2.86K
|