Purchases and Sales Made in Q1 2024 in Ishares Russell Mid Cap ETF (IWR)
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 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.07% |
$377 - $420
|
6.8K
$575K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.22% |
$377 - $420
|
2.29K
$194K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.08% |
$377 - $420
|
6.16K
$522K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
4+ 0.05% |
$301 - $336
|
8.77K
$742K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.13% |
$301 - $336
|
3.15K
$266K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4+ 0.08% |
$301 - $336
|
5.02K
$425K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4+ 0.13% |
$301 - $336
|
3.03K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3+ 0.1% |
$226 - $252
|
3.08K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.13% |
$226 - $252
|
2.33K
$197K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.1% |
$226 - $252
|
2.86K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3+ 0.12% |
$226 - $252
|
2.48K
$210K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3+ 0.08% |
$226 - $252
|
3.87K
$328K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.13% |
$151 - $168
|
1.54K
$130K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 15.38% |
$151 - $168
|
15
$1.27K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.06% |
$151 - $168
|
3.61K
$306K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$151 - $168
|
1.52K
$129K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.03% |
$151 - $168
|
7.34K
$621K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.03% |
$151 - $168
|
7.19K
$608K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2+ 0.02% |
$151 - $168
|
9.93K
$840K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$151 - $168
|
5.17K
$438K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.02% |
$75.4 - $84.1
|
6.62K
$560K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$75.4 - $84.1
|
2.74K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$75.4 - $84.1
|
36.8K
$3.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.0% |
$75.4 - $84.1
|
63.8K
$5.4M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.09% |
$75.4 - $84.1
|
1.07K
$90.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$75.4 - $84.1
|
3.35K
$283K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$75.4 - $84.1
|
463
$39.2K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.0% |
$75.4 - $84.1
|
22.4K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$75.4 - $84.1
|
336
$28.4K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.53% |
$75.4 - $84.1
|
188
$15.9K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.01% |
$75.4 - $84.1
|
7.1K
$601K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$75.4 - $84.1
|
13.2K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$75.4 - $84.1
|
2.63K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$75.4 - $84.1
|
4.11K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5- 0.18% |
$377 - $420
|
2.76K
$234K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5- 0.09% |
$377 - $420
|
5.28K
$447K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-6- 0.22% |
$452 - $505
|
2.71K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7- 0.05% |
$528 - $589
|
15.1K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-7- 0.03% |
$528 - $589
|
25.4K
$2.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-8- 0.22% |
$603 - $673
|
3.66K
$310K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8- 0.25% |
$603 - $673
|
3.18K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 9.28% |
$678 - $757
|
88
$7.45K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-11Closed |
$829 - $925
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-11- 0.03% |
$829 - $925
|
35.2K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-11- 0.06% |
$829 - $925
|
18.2K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-13- 0.23% |
$980 - $1.09K
|
5.6K
$474K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-14- 0.06% |
$1.06K - $1.18K
|
24.9K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18- 0.34% |
$1.36K - $1.51K
|
5.31K
$449K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-18- 0.7% |
$1.36K - $1.51K
|
2.55K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-18- 0.44% |
$1.36K - $1.51K
|
4.08K
$345K
|