Purchases and Sales Made in Q1 2024 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q1 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
May 14, 2024 Q1 2024
Jones Financial Companies Lllp

BUY
 -
4.23M
+ 20.74%
$319M - $356M
24.6M $2.2B
May 24, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.09M
+ 1108.54%
$82.5M - $92M
1.19M $106M
May 15, 2024 Q1 2024
Mariner, LLC

Overland Park, KS
BUY
 -
656K
+ 80.62%
$49.4M - $55.1M
1.47M $131M
May 10, 2024 Q1 2024
Citigroup Inc

BUY
 -
655K
+ 715.65%
$49.4M - $55.1M
747K $66.6M
Apr 25, 2024 Q1 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
462K
New
$34.8M - $38.9M
462K $41.2M
Apr 15, 2024 Q1 2024
Security National Bank

BUY
 -
343K
New
$25.9M - $28.9M
343K $30.6M
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
313K
+ 4.35%
$23.6M - $26.3M
7.51M $670M
May 15, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
313K
+ 4.35%
$23.6M - $26.3M
7.51M $670M
Apr 30, 2024 Q1 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
269K
New
$20.2M - $22.6M
269K $24M
Apr 24, 2024 Q1 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
241K
New
$18.2M - $20.3M
241K $21.5M
May 09, 2024 Q1 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
184K
+ 9.06%
$13.9M - $15.5M
2.22M $198M
May 15, 2024 Q1 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
147K
+ 4.56%
$11.1M - $12.4M
3.38M $302M
May 14, 2024 Q1 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
133K
+ 288.18%
$10M - $11.2M
179K $15.9M
May 14, 2024 Q1 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
119K
+ 1.53%
$9M - $10M
7.92M $707M
May 13, 2024 Q1 2024
Bank Of Montreal

Toronto, A6
BUY
 -
116K
+ 14.29%
$8.77M - $9.79M
931K $83M
May 06, 2024 Q1 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
103K
+ 2.74%
$7.78M - $8.68M
3.87M $345M
May 10, 2024 Q1 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
97.8K
+ 3.32%
$7.37M - $8.23M
3.05M $272M
Apr 05, 2024 Q1 2024
Cwm, LLC

BUY
 -
92.9K
+ 390.08%
$7M - $7.81M
117K $10.4M
Apr 24, 2024 Q1 2024
Simplicity Wealth,Llc

BUY
 -
82.2K
New
$6.2M - $6.91M
82.2K $7.33M
Apr 17, 2024 Q1 2024
Cornerstone Wealth Group, LLC

BUY
 -
75.7K
New
$5.71M - $6.37M
75.7K $6.75M
May 14, 2024 Q1 2024
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
73.9K
New
$5.57M - $6.22M
73.9K $6.6M
Apr 15, 2024 Q1 2024
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
58.9K
+ 111.55%
$4.44M - $4.95M
112K $9.96M
May 14, 2024 Q1 2024
Glenview Trust CO

Louisville, KY
BUY
 -
56.7K
+ 5.61%
$4.27M - $4.77M
1.07M $95.3M
Oct 17, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
50.8K
+ 0.68%
$3.83M - $4.27M
7.51M $670M
May 07, 2024 Q1 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
48.6K
+ 326.29%
$3.67M - $4.09M
63.5K $5.67M
May 14, 2024 Q1 2024
German American Bancorp, Inc.

Jasper, IN
BUY
 -
41K
+ 5.22%
$3.09M - $3.45M
826K $73.7M
May 03, 2024 Q1 2024
Avidian Wealth Solutions, LLC

BUY
 -
40.6K
+ 30.84%
$3.06M - $3.42M
172K $15.4M
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
38K
+ 47.53%
$2.87M - $3.2M
118K $10.5M
May 13, 2024 Q1 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
37.5K
+ 75.95%
$2.82M - $3.15M
86.8K $7.75M
Apr 26, 2024 Q1 2024
Umb Bank, N.A.

BUY
 -
37K
+ 6.31%
$2.79M - $3.11M
624K $55.7M
May 15, 2024 Q1 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
34.7K
+ 56.12%
$2.62M - $2.92M
96.6K $8.62M
Apr 26, 2024 Q1 2024
Millburn Ridgefield Corp

BUY
 -
33.6K
+ 5.05%
$2.53M - $2.82M
698K $62.3M
Apr 24, 2024 Q1 2024
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
33.6K
+ 5.05%
$2.53M - $2.82M
698K $62.3M
May 14, 2024 Q1 2024
Kovitz Investment Group Partners, LLC

BUY
 -
32.8K
New
$2.47M - $2.76M
32.8K $2.92M
Aug 06, 2024 Q1 2024
Hantz Financial Services, Inc.

BUY
 -
32.1K
+ 12.2%
$2.42M - $2.7M
295K $26.3M
May 07, 2024 Q1 2024
Hantz Financial Services, Inc.

BUY
 -
32.1K
+ 12.2%
$2.42M - $2.7M
295K $26.3M
May 15, 2024 Q1 2024
Jane Street Group, LLC

New York, NY
BUY
 -
31.3K
+ 356.37%
$2.36M - $2.63M
40.1K $3.58M
Nov 05, 2024 Q1 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
30.9K
+ 1.45%
$2.33M - $2.6M
2.17M $193M
May 10, 2024 Q1 2024
Argent Trust CO

Nashville, TN
BUY
 -
30.8K
+ 48.19%
$2.32M - $2.59M
94.8K $8.46M
May 15, 2024 Q1 2024
Dagco, Inc.

BUY
 -
30.8K
New
$2.32M - $2.59M
30.8K $2.75M
Apr 15, 2024 Q1 2024
First Citizens Bank & Trust CO

BUY
 -
30.3K
+ 20.32%
$2.28M - $2.55M
179K $16M
Dec 06, 2024 Q1 2024
Voya Investment Management LLC

Atlanta, GA
BUY
 -
29.6K
+ 24.45%
$2.23M - $2.49M
151K $13.4M
May 14, 2024 Q1 2024
Kkm Financial LLC

Chicago, IL
BUY
 -
28.7K
New
$2.16M - $2.41M
28.7K $2.56M
Apr 25, 2024 Q1 2024
Smith Chas P & Associates Pa Cpas

BUY
 -
28K
+ 290.36%
$2.11M - $2.35M
37.6K $3.35M
May 01, 2024 Q1 2024
Stone X Group Inc.

BUY
 -
27.4K
+ 7.43%
$2.06M - $2.3M
396K $35.3M
May 03, 2024 Q1 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
26K
+ 505.95%
$1.96M - $2.19M
31.2K $2.78M
Apr 25, 2024 Q1 2024
Financial Insights, Inc.

BUY
 -
24.1K
New
$1.81M - $2.02M
24.1K $2.15M
May 13, 2024 Q1 2024
Paragon Private Wealth Management, LLC

BUY
 -
23.1K
+ 97.33%
$1.74M - $1.95M
46.9K $4.19M
May 02, 2024 Q1 2024
Whittier Trust CO

BUY
 -
23K
+ 14.87%
$1.73M - $1.93M
178K $15.8M

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