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 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-24.5K- 7.13% |
$2.14M - $2.34M
|
319K
$29.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-25.3K- 35.74% |
$2.2M - $2.41M
|
45.4K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-28.2K- 14.94% |
$2.46M - $2.69M
|
161K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-29.6K- 3.27% |
$2.58M - $2.83M
|
876K
$81.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-31.8K- 8.23% |
$2.77M - $3.04M
|
355K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.4K- 67.5% |
$3M - $3.29M
|
16.6K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36.8K- 3.8% |
$3.21M - $3.51M
|
932K
$86.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-37.8K- 23.01% |
$3.3M - $3.61M
|
127K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42.1K- 99.91% |
$3.67M - $4.02M
|
40
$3.72K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.4K- 8.04% |
$3.7M - $4.05M
|
485K
$45.1M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-45.8K- 3.99% |
$3.99M - $4.37M
|
1.1M
$102M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-47K- 22.15% |
$4.1M - $4.49M
|
165K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-50.2K- 2.28% |
$4.38M - $4.8M
|
2.15M
$200M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.6K- 1.24% |
$4.59M - $5.03M
|
4.19M
$390M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-72.9K- 0.54% |
$6.36M - $6.96M
|
13.4M
$1.25B
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-88.8K- 3.52% |
$7.75M - $8.48M
|
2.43M
$226M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-100K- 10.62% |
$8.75M - $9.58M
|
844K
$78.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-116K- 99.89% |
$10.2M - $11.1M
|
128
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-142K- 11.92% |
$12.4M - $13.6M
|
1.05M
$97.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-147K- 3.36% |
$12.8M - $14M
|
4.22M
$392M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-177K- 2.51% |
$15.5M - $16.9M
|
6.88M
$640M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-184K- 78.81% |
$16M - $17.5M
|
49.4K
$4.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-285K- 77.87% |
$24.9M - $27.2M
|
81K
$7.53M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-470K- 98.12% |
$41M - $44.9M
|
9.02K
$839K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-494K- 51.74% |
$43.1M - $47.2M
|
461K
$42.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-529K- 97.07% |
$46.1M - $50.5M
|
15.9K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-755K- 12.31% |
$65.9M - $72.1M
|
5.38M
$500M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.2M- 10.42% |
$192M - $210M
|
18.9M
$1.76B
|