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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-585- 18.61% |
$51K - $55.9K
|
2.56K
$237K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-623- 1.6% |
$54.4K - $59.5K
|
38.4K
$3.56M
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-628- 4.87% |
$54.8K - $60K
|
12.3K
$1.14M
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-780- 1.12% |
$68.1K - $74.5K
|
68.8K
$6.37M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-827- 8.97% |
$72.2K - $79K
|
8.4K
$778K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-865- 4.51% |
$75.5K - $82.6K
|
18.3K
$1.7M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.11K- 1.19% |
$97.1K - $106K
|
92.2K
$8.54M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.16K- 1.52% |
$101K - $110K
|
75K
$6.95M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.34K- 1.45% |
$117K - $128K
|
91.2K
$8.44M
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.76K- 1.67% |
$153K - $168K
|
104K
$9.6M
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.03K- 17.21% |
$177K - $194K
|
9.75K
$903K
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.08K- 14.73% |
$181K - $199K
|
12K
$1.12M
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.35K- 1.49% |
$205K - $224K
|
155K
$14.3M
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 10.67% |
$210K - $230K
|
20.2K
$1.87M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.49K- 2.37% |
$217K - $237K
|
103K
$9.5M
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-3.17K- 34.99% |
$276K - $302K
|
5.88K
$545K
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.27K- 1.67% |
$285K - $312K
|
193K
$17.9M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.5K- 4.09% |
$305K - $334K
|
82.1K
$7.61M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3.66K- 24.84% |
$319K - $350K
|
11.1K
$1.03M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.83K- 6.78% |
$334K - $366K
|
52.6K
$4.88M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.01K- 4.95% |
$350K - $383K
|
77K
$7.14M
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-4.17K- 3.96% |
$363K - $398K
|
101K
$9.35M
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.46K- 51.11% |
$389K - $426K
|
4.27K
$395K
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.5K- 2.7% |
$392K - $430K
|
162K
$15M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-4.55K- 45.38% |
$397K - $435K
|
5.48K
$507K
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.57K- 64.55% |
$399K - $437K
|
2.51K
$233K
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-4.58K- 99.46% |
$399K - $437K
|
25
$2.32K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.38K- 1.92% |
$469K - $513K
|
274K
$25.4M
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.48K- 7.55% |
$478K - $524K
|
67.1K
$6.22M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.64K- 46.14% |
$492K - $539K
|
6.59K
$610K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5.78K- 43.78% |
$505K - $552K
|
7.43K
$688K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.01K- 4.15% |
$524K - $574K
|
139K
$12.9M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6.41K- 5.21% |
$559K - $612K
|
117K
$10.8M
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-6.64K- 12.76% |
$579K - $634K
|
45.4K
$4.2M
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-7.34K- 19.68% |
$640K - $701K
|
29.9K
$2.77M
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-8.75K- 11.07% |
$764K - $836K
|
70.3K
$6.51M
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-15.7K- 2.67% |
$1.37M - $1.5M
|
571K
$52.9M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-19.2K- 12.33% |
$1.68M - $1.83M
|
137K
$12.6M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-29.6K- 3.27% |
$2.58M - $2.83M
|
876K
$81.2M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36.8K- 3.8% |
$3.21M - $3.51M
|
932K
$86.3M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42.1K- 99.91% |
$3.67M - $4.02M
|
40
$3.71K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-50.2K- 2.28% |
$4.38M - $4.8M
|
2.15M
$199M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-470K- 98.12% |
$41M - $44.9M
|
9.02K
$836K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-494K- 51.74% |
$43.1M - $47.2M
|
461K
$42.7M
|