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 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.93K- 33.97% |
$168K - $184K
|
3.75K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.97K- 24.3% |
$172K - $188K
|
6.12K
$569K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.03K- 17.21% |
$177K - $194K
|
9.75K
$906K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.06K- 32.03% |
$180K - $197K
|
4.38K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.08K- 14.73% |
$181K - $199K
|
12K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-2.08K- 9.52% |
$181K - $199K
|
19.8K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.1K- 48.08% |
$183K - $201K
|
2.27K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.16K- 14.25% |
$188K - $206K
|
13K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.2K- 35.44% |
$192K - $210K
|
4K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.33K- 3.46% |
$203K - $222K
|
64.9K
$6.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.35K- 1.49% |
$205K - $224K
|
155K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.35K- 14.46% |
$205K - $225K
|
13.9K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.39K- 1.03% |
$208K - $228K
|
229K
$21.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 10.67% |
$210K - $230K
|
20.2K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 10.87% |
$211K - $231K
|
19.8K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.49K- 2.37% |
$217K - $237K
|
103K
$9.53M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.51K- 7.77% |
$219K - $239K
|
29.7K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.56K- 3.2% |
$224K - $245K
|
77.6K
$7.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.59K- 2.09% |
$226K - $248K
|
121K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 2.99% |
$227K - $249K
|
84.6K
$7.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.64K- 4.85% |
$230K - $252K
|
51.7K
$4.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.76K- 5.35% |
$241K - $264K
|
48.8K
$4.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.81K- 16.58% |
$245K - $268K
|
14.1K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.82K- 6.84% |
$246K - $269K
|
38.4K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.95K- 3.78% |
$257K - $281K
|
75K
$6.97M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.96K- 0.58% |
$258K - $282K
|
507K
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.03K- 8.6% |
$264K - $289K
|
32.2K
$2.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3.15K- 3.38% |
$275K - $301K
|
90.1K
$8.38M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-3.17K- 34.99% |
$276K - $302K
|
5.88K
$546K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.17K- 22.58% |
$277K - $303K
|
10.9K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.27K- 1.67% |
$285K - $312K
|
193K
$17.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-3.33K- 17.64% |
$291K - $318K
|
15.5K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.44K- 0.17% |
$300K - $328K
|
1.99M
$185M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.5K- 4.09% |
$305K - $334K
|
82.1K
$7.63M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.6K- 5.67% |
$314K - $344K
|
59.9K
$5.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3.66K- 24.84% |
$319K - $350K
|
11.1K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.69K- 19.84% |
$322K - $352K
|
14.9K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.73K- 1.67% |
$325K - $356K
|
219K
$20.4M
|
|
|
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
$28.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.83K- 6.78% |
$334K - $366K
|
52.6K
$4.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.97K- 3.9% |
$346K - $379K
|
97.8K
$9.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4K- 63.37% |
$349K - $382K
|
2.31K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.01K- 4.95% |
$350K - $383K
|
77K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.03K- 61.16% |
$352K - $385K
|
2.56K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.12K- 6.81% |
$359K - $393K
|
56.3K
$5.24M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-4.17K- 3.96% |
$363K - $398K
|
101K
$9.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-4.31K- 28.13% |
$376K - $412K
|
11K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.39K- 1.1% |
$383K - $419K
|
396K
$36.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.46K- 51.11% |
$389K - $426K
|
4.27K
$397K
|