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
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-498- 0.83% |
$43.5K - $47.6K
|
59.4K
$5.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-518- 7.19% |
$45.2K - $49.5K
|
6.69K
$617K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-519- 5.49% |
$45.3K - $49.6K
|
8.93K
$825K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-520- 0.37% |
$45.4K - $49.7K
|
139K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-522- 2.21% |
$45.5K - $49.9K
|
23.1K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-526- 3.01% |
$45.9K - $50.2K
|
16.9K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-526- 1.29% |
$45.9K - $50.2K
|
40.3K
$3.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-534- 2.02% |
$46.6K - $51K
|
25.9K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-534- 16.69% |
$46.6K - $51K
|
2.67K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-538- 6.11% |
$46.9K - $51.4K
|
8.26K
$763K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-551- 17.51% |
$48.1K - $52.6K
|
2.6K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-572- 5.72% |
$49.9K - $54.6K
|
9.43K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-577- 1.9% |
$50.3K - $55.1K
|
29.8K
$2.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-583- 2.57% |
$50.9K - $55.7K
|
22.1K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-585- 18.61% |
$51K - $55.9K
|
2.56K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-600- 2.63% |
$52.4K - $57.3K
|
22.2K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-600- 4.18% |
$52.4K - $57.3K
|
13.8K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-600- 12.12% |
$52.4K - $57.3K
|
4.35K
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-613- 10.35% |
$53.5K - $58.6K
|
5.31K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-623- 1.6% |
$54.4K - $59.5K
|
38.4K
$3.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-625- 3.51% |
$54.5K - $59.7K
|
17.2K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-628- 4.87% |
$54.8K - $60K
|
12.3K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-647- 2.23% |
$56.5K - $61.8K
|
28.4K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-665- 13.62% |
$58K - $63.5K
|
4.22K
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-731- 12.08% |
$63.8K - $69.8K
|
5.32K
$491K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-752- 2.73% |
$65.6K - $71.8K
|
26.8K
$2.47M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-757- 0.92% |
$66K - $72.3K
|
81.4K
$7.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-759- 2.36% |
$66.2K - $72.5K
|
31.4K
$2.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-770- 3.86% |
$67.2K - $73.6K
|
19.2K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-770- 24.89% |
$67.2K - $73.6K
|
2.32K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-770- 0.63% |
$67.2K - $73.6K
|
121K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-775- 1.83% |
$67.6K - $74K
|
41.7K
$3.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-780- 1.12% |
$68.1K - $74.5K
|
68.8K
$6.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-787- 1.28% |
$68.7K - $75.2K
|
60.9K
$5.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-794- 5.42% |
$69.3K - $75.8K
|
13.9K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-819- 1.14% |
$71.5K - $78.2K
|
71.3K
$6.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-824- 2.45% |
$71.9K - $78.7K
|
32.8K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-827- 8.97% |
$72.2K - $79K
|
8.4K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-833- 3.67% |
$72.7K - $79.6K
|
21.9K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-835- 1.8% |
$72.9K - $79.8K
|
45.6K
$4.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-865- 4.51% |
$75.5K - $82.6K
|
18.3K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-869- 2.0% |
$75.8K - $83K
|
42.7K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-901- 2.08% |
$78.6K - $86.1K
|
42.5K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-914- 8.76% |
$79.7K - $87.3K
|
9.52K
$879K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-922- 13.65% |
$80.4K - $88.1K
|
5.83K
$539K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-922- 3.08% |
$80.4K - $88.1K
|
29K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-925- 18.35% |
$80.7K - $88.4K
|
4.12K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-950- 0.48% |
$82.9K - $90.7K
|
196K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-960- 0.59% |
$83.8K - $91.7K
|
162K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-986- 14.14% |
$86K - $94.2K
|
5.99K
$553K
|