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 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-56- 2.26% |
$4.89K - $5.35K
|
2.43K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 0.26% |
$4.89K - $5.35K
|
21.6K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-59- 4.2% |
$5.15K - $5.64K
|
1.35K
$120K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-62- 1.29% |
$5.41K - $5.92K
|
4.75K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-62- 2.56% |
$5.41K - $5.92K
|
2.36K
$211K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-64- 1.22% |
$5.58K - $6.11K
|
5.2K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-64- 12.24% |
$5.58K - $6.11K
|
459
$41.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-65- 0.81% |
$5.67K - $6.21K
|
7.93K
$709K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-66- 0.24% |
$5.76K - $6.3K
|
26.9K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-70- 1.74% |
$6.11K - $6.69K
|
3.95K
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-70- 0.37% |
$6.11K - $6.69K
|
18.8K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-73- 4.16% |
$6.37K - $6.97K
|
1.68K
$150K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-76- 1.08% |
$6.63K - $7.26K
|
6.94K
$621K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-76- 1.7% |
$6.63K - $7.26K
|
4.39K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-80- 0.5% |
$6.98K - $7.64K
|
15.9K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-85- 2.31% |
$7.42K - $8.12K
|
3.6K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-90- 0.18% |
$7.85K - $8.6K
|
49K
$4.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-98- 1.39% |
$8.55K - $9.36K
|
6.96K
$622K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-100- 0.72% |
$8.73K - $9.55K
|
13.8K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-100- 3.85% |
$8.73K - $9.55K
|
2.5K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 1.89% |
$8.73K - $9.55K
|
5.19K
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-100- 1.0% |
$8.73K - $9.55K
|
9.86K
$883K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-100- 1.42% |
$8.73K - $9.55K
|
6.94K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-101- 3.12% |
$8.81K - $9.65K
|
3.14K
$281K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-105- 0.66% |
$9.16K - $10K
|
15.7K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-106- 2.55% |
$9.25K - $10.1K
|
4.06K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-110- 0.33% |
$9.6K - $10.5K
|
33.3K
$2.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-112- 2.21% |
$9.77K - $10.7K
|
4.95K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-112- 1.02% |
$9.77K - $10.7K
|
10.8K
$970K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-113- 1.22% |
$9.86K - $10.8K
|
9.16K
$820K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-114- 1.38% |
$9.95K - $10.9K
|
8.15K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-115- 1.65% |
$10K - $11K
|
6.87K
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-121- 1.91% |
$10.6K - $11.6K
|
6.22K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-122- 2.94% |
$10.6K - $11.7K
|
4.02K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-125- 2.05% |
$10.9K - $11.9K
|
5.98K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-131- 0.23% |
$11.4K - $12.5K
|
58.1K
$5.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-132- 0.98% |
$11.5K - $12.6K
|
13.3K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-136- 3.01% |
$11.9K - $13K
|
4.38K
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-138- 0.43% |
$12K - $13.2K
|
32.3K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-142- 1.36% |
$12.4K - $13.6K
|
10.3K
$919K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-142- 25.36% |
$12.4K - $13.6K
|
418
$37.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-142- 0.49% |
$12.4K - $13.6K
|
28.7K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-145- 0.17% |
$12.7K - $13.9K
|
84.6K
$7.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-148- 2.32% |
$12.9K - $14.1K
|
6.25K
$559K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-150- 0.1% |
$13.1K - $14.3K
|
149K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-164- 2.71% |
$14.3K - $15.7K
|
5.88K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-164- 0.9% |
$14.3K - $15.7K
|
18.1K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-165- 4.12% |
$14.4K - $15.8K
|
3.84K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-166- 3.8% |
$14.5K - $15.9K
|
4.2K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-167- 0.48% |
$14.6K - $16K
|
34.4K
$3.08M
|