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 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
32+ 0.36% |
$2.79K - $3.06K
|
8.81K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
30+ 0.05% |
$2.62K - $2.87K
|
60.8K
$5.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
30+ 0.05% |
$2.62K - $2.87K
|
63.8K
$5.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
30+ 0.74% |
$2.62K - $2.87K
|
4.11K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
30+ 0.1% |
$2.62K - $2.87K
|
29.9K
$2.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
28+ 0.11% |
$2.44K - $2.67K
|
24.7K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
28+ 0.31% |
$2.44K - $2.67K
|
9.14K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26+ 0.96% |
$2.27K - $2.48K
|
2.73K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.35% |
$2.18K - $2.39K
|
7.09K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
25New |
$2.18K - $2.39K
|
25
$2.24K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
25New |
$2.18K - $2.39K
|
25
$2.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
24+ 0.8% |
$2.09K - $2.29K
|
3.02K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
22New |
$1.92K - $2.1K
|
22
$1.97K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
22+ 0.35% |
$1.92K - $2.1K
|
6.37K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
22New |
$1.92K - $2.1K
|
22
$1.97K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
20+ 0.3% |
$1.75K - $1.91K
|
6.66K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
20New |
$1.75K - $1.91K
|
20
$1.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
17+ 0.72% |
$1.48K - $1.62K
|
2.37K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16+ 0.36% |
$1.4K - $1.53K
|
4.41K
$395K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
16+ 0.55% |
$1.4K - $1.53K
|
2.91K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.36% |
$1.31K - $1.43K
|
4.16K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
15+ 0.1% |
$1.31K - $1.43K
|
15.6K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14+ 0.35% |
$1.22K - $1.34K
|
4.03K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
14New |
$1.22K - $1.34K
|
14
$1.25K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14New |
$1.22K - $1.34K
|
14
$1.25K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 0.35% |
$1.05K - $1.15K
|
3.48K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
12+ 0.31% |
$1.05K - $1.15K
|
3.87K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.2% |
$960 - $1.05K
|
5.49K
$492K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
11+ 0.36% |
$960 - $1.05K
|
3.08K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
11+ 0.27% |
$960 - $1.05K
|
4.04K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11+ 0.45% |
$960 - $1.05K
|
2.45K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.23% |
$960 - $1.05K
|
4.72K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
11+ 0.35% |
$960 - $1.05K
|
3.17K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
11+ 0.31% |
$960 - $1.05K
|
3.54K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
10+ 0.2% |
$873 - $955
|
5.01K
$448K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.34% |
$873 - $955
|
2.96K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
10New |
$873 - $955
|
10
$895
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.1% |
$785 - $860
|
8.75K
$783K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
9+ 0.11% |
$785 - $860
|
8.37K
$749K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
8+ 0.27% |
$698 - $764
|
2.96K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
8+ 4.32% |
$698 - $764
|
193
$17.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.09% |
$698 - $764
|
8.57K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
8New |
$698 - $764
|
8
$716
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 14.58% |
$611 - $669
|
55
$4.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.21% |
$611 - $669
|
3.37K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 3.8% |
$611 - $669
|
191
$17.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.02% |
$611 - $669
|
35.2K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.29% |
$611 - $669
|
2.42K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 0.4% |
$611 - $669
|
1.76K
$157K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.33% |
$611 - $669
|
2.14K
$192K
|