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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.06K+ 33.73% |
$180K - $197K
|
8.18K
$732K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.99K+ 4.71% |
$174K - $190K
|
44.2K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.98K+ 27.34% |
$173K - $189K
|
9.22K
$825K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.97K+ 13.31% |
$172K - $188K
|
16.8K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.94K+ 6.38% |
$169K - $185K
|
32.3K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.93KNew |
$169K - $185K
|
1.93K
$173K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.93K+ 47.71% |
$168K - $184K
|
5.96K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.92K+ 1.09% |
$168K - $183K
|
178K
$15.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.89KNew |
$165K - $180K
|
1.89K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.88K+ 5.7% |
$164K - $180K
|
34.9K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.86KNew |
$162K - $178K
|
1.86K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.84K+ 20.1% |
$161K - $176K
|
11K
$985K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.81KNew |
$158K - $173K
|
1.81K
$162K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.81K+ 5.85% |
$158K - $173K
|
32.8K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.79KNew |
$156K - $171K
|
1.79K
$160K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.73K+ 1.47% |
$151K - $165K
|
119K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.73K+ 17.88% |
$151K - $165K
|
11.4K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.7K+ 66.12% |
$148K - $162K
|
4.27K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.68K+ 47.28% |
$147K - $160K
|
5.23K
$468K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.65K+ 19.74% |
$144K - $157K
|
9.98K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.64K+ 19.45% |
$143K - $157K
|
10.1K
$902K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.59K+ 1.04% |
$139K - $152K
|
155K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.58K+ 20.45% |
$138K - $151K
|
9.31K
$834K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.56K+ 20.87% |
$136K - $149K
|
9.05K
$810K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.56K+ 2.1% |
$136K - $149K
|
75.6K
$6.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.55K+ 53.08% |
$135K - $148K
|
4.47K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.55K+ 6.88% |
$135K - $148K
|
24K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.49K+ 53.63% |
$130K - $143K
|
4.28K
$383K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.45K+ 5.39% |
$127K - $139K
|
28.4K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.43K+ 7.41% |
$125K - $137K
|
20.8K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.43K+ 3.63% |
$124K - $136K
|
40.7K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.42K+ 2.58% |
$124K - $136K
|
56.4K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.41K+ 39.53% |
$123K - $135K
|
4.97K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 1.4% |
$119K - $130K
|
98.8K
$8.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.33K+ 44.47% |
$116K - $127K
|
4.33K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.33K+ 3.07% |
$116K - $127K
|
44.7K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.3K+ 14.68% |
$114K - $124K
|
10.2K
$910K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.27K+ 1.54% |
$111K - $121K
|
83.8K
$7.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 19.63% |
$109K - $119K
|
7.61K
$681K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.23K+ 40.33% |
$107K - $117K
|
4.27K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.2K+ 3.21% |
$105K - $115K
|
38.6K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.2KNew |
$104K - $114K
|
1.2K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.19K+ 8.33% |
$104K - $114K
|
15.5K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.19K+ 22.02% |
$104K - $114K
|
6.59K
$590K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.17K+ 18.08% |
$102K - $112K
|
7.66K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 23.61% |
$101K - $111K
|
6.08K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.16K+ 16.08% |
$101K - $110K
|
8.34K
$746K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.15K+ 17.15% |
$100K - $110K
|
7.85K
$702K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.13K+ 5.82% |
$98.2K - $107K
|
20.5K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.12K+ 13.07% |
$98K - $107K
|
9.71K
$869K
|