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
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.69K- 19.84% |
$322K - $352K
|
14.9K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.73K- 1.67% |
$325K - $356K
|
219K
$19.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-3.74KClosed |
$326K - $357K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.75K- 1.21% |
$327K - $358K
|
306K
$27.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.83K- 6.78% |
$334K - $366K
|
52.6K
$4.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.97K- 3.9% |
$346K - $379K
|
97.8K
$8.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4K- 63.37% |
$349K - $382K
|
2.31K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.01K- 4.95% |
$350K - $383K
|
77K
$6.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.03K- 61.16% |
$352K - $385K
|
2.56K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.12K- 6.81% |
$359K - $393K
|
56.3K
$5.04M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-4.17K- 3.96% |
$363K - $398K
|
101K
$9.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-4.31K- 28.13% |
$376K - $412K
|
11K
$985K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.39K- 1.1% |
$383K - $419K
|
396K
$35.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.46K- 51.11% |
$389K - $426K
|
4.27K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.48K- 27.62% |
$391K - $428K
|
11.7K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.5K- 2.7% |
$392K - $430K
|
162K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-4.55K- 45.38% |
$397K - $435K
|
5.48K
$490K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.57K- 64.55% |
$399K - $437K
|
2.51K
$225K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-4.58K- 99.46% |
$399K - $437K
|
25
$2.24K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.61K- 57.94% |
$402K - $440K
|
3.35K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.62K- 0.44% |
$403K - $441K
|
1.04M
$92.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.71K- 10.18% |
$411K - $449K
|
41.5K
$3.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.82K- 17.62% |
$420K - $460K
|
22.5K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.84K- 13.24% |
$422K - $462K
|
31.7K
$2.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.97K- 23.65% |
$433K - $474K
|
16K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.13K- 5.82% |
$447K - $490K
|
82.9K
$7.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.38K- 1.92% |
$469K - $513K
|
274K
$24.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.42K- 24.55% |
$473K - $518K
|
16.7K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.48K- 7.55% |
$478K - $524K
|
67.1K
$6.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.64K- 46.14% |
$492K - $539K
|
6.59K
$589K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5.78K- 43.78% |
$505K - $552K
|
7.43K
$665K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.01K- 4.15% |
$524K - $574K
|
139K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6.41K- 5.21% |
$559K - $612K
|
117K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.44K- 12.51% |
$562K - $616K
|
45.1K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-6.48K- 1.02% |
$565K - $619K
|
627K
$56.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.57K- 0.93% |
$573K - $627K
|
696K
$62.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-6.64K- 12.76% |
$579K - $634K
|
45.4K
$4.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.8K- 4.4% |
$593K - $650K
|
148K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.84K- 50.56% |
$597K - $653K
|
6.69K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6.85K- 1.29% |
$597K - $654K
|
524K
$46.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-7.02K- 0.18% |
$612K - $670K
|
3.8M
$340M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-7.34K- 19.68% |
$640K - $701K
|
29.9K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.48K- 7.8% |
$652K - $714K
|
88.4K
$7.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.52K- 1.69% |
$656K - $718K
|
436K
$39M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.56K- 7.56% |
$660K - $723K
|
92.5K
$8.28M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.57K- 4.12% |
$661K - $723K
|
176K
$15.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-8.75K- 11.07% |
$764K - $836K
|
70.3K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.1K- 16.19% |
$879K - $962K
|
52.2K
$4.67M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.1K- 15.84% |
$880K - $964K
|
53.6K
$4.8M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 89.26% |
$922K - $1.01M
|
1.27K
$114K
|