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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
539K+ 9889.58% |
$47.1M - $51.5M
|
545K
$50.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
278KNew |
$24.3M - $26.6M
|
278K
$25.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
183K+ 761.5% |
$16M - $17.5M
|
207K
$19.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
139K+ 989.76% |
$12.1M - $13.3M
|
153K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
134KNew |
$11.7M - $12.8M
|
134K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Iridian Asset Management LLC
|
BUY
|
- |
72.5KNew |
$6.33M - $6.93M
|
72.5K
$6.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
71.7KNew |
$6.26M - $6.85M
|
71.7K
$6.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
62K+ 1.72% |
$5.41M - $5.93M
|
3.67M
$338M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59.9K+ 171.56% |
$5.23M - $5.73M
|
94.9K
$8.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
56.3K+ 237.38% |
$4.91M - $5.38M
|
80.1K
$7.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
55.7K+ 19.4% |
$4.86M - $5.32M
|
343K
$31.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
45.4KNew |
$3.96M - $4.34M
|
45.4K
$4.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
43.9K+ 6.66% |
$3.83M - $4.19M
|
703K
$64.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
38.7KNew |
$3.38M - $3.7M
|
38.7K
$3.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
34.5K+ 13.61% |
$3.01M - $3.3M
|
288K
$26.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
34.5KNew |
$3.01M - $3.29M
|
34.5K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.6K+ 28.55% |
$2.76M - $3.02M
|
142K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26.1K+ 16.36% |
$2.28M - $2.5M
|
186K
$17.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
23KNew |
$2.01M - $2.2M
|
23K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
21.5K+ 109.48% |
$1.87M - $2.05M
|
41.1K
$3.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20.2K+ 1.85% |
$1.77M - $1.93M
|
1.11M
$102M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
18.7K+ 13.82% |
$1.63M - $1.79M
|
154K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
18.5K+ 267.27% |
$1.62M - $1.77M
|
25.5K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
17.8KNew |
$1.56M - $1.7M
|
17.8K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17K+ 511.72% |
$1.48M - $1.62M
|
20.3K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
16.6K+ 20.34% |
$1.45M - $1.58M
|
98.1K
$9.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
16.2K+ 14.86% |
$1.41M - $1.55M
|
125K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
15.7KNew |
$1.37M - $1.5M
|
15.7K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15.6K+ 14.59% |
$1.36M - $1.49M
|
122K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2K+ 49.65% |
$1.33M - $1.46M
|
45.9K
$4.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
14.9K+ 76.44% |
$1.3M - $1.43M
|
34.5K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.9K+ 3.09% |
$1.22M - $1.33M
|
466K
$42.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$1.21M - $1.32M
|
13.9K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5K+ 20.92% |
$1.18M - $1.29M
|
77.9K
$7.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.4K+ 20.95% |
$1.17M - $1.28M
|
77.4K
$7.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12.5KNew |
$1.09M - $1.19M
|
12.5K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
11.8KNew |
$1.03M - $1.12M
|
11.8K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
11.6K+ 168.24% |
$1.01M - $1.11M
|
18.5K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10KNew |
$876K - $959K
|
10K
$924K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.93KNew |
$866K - $948K
|
9.93K
$914K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.73KNew |
$761K - $833K
|
8.73K
$803K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.56K+ 6.84% |
$747K - $817K
|
134K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.42KNew |
$735K - $804K
|
8.42K
$775K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
8.31K+ 35.11% |
$725K - $794K
|
32K
$2.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.05K+ 4.61% |
$702K - $769K
|
183K
$16.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.58K+ 2.96% |
$661K - $724K
|
263K
$24.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.4KNew |
$646K - $707K
|
7.4K
$681K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
7.35K+ 17.54% |
$641K - $702K
|
49.2K
$4.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.79K+ 1.44% |
$592K - $648K
|
478K
$44M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.73K+ 1.48% |
$587K - $643K
|
461K
$42.4M
|