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
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 0.7% |
$7.54K - $8.41K
|
14.1K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-100- 8.33% |
$7.54K - $8.41K
|
1.1K
$93.1K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-101- 32.69% |
$7.61K - $8.49K
|
208
$17.6K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-103- 2.14% |
$7.76K - $8.66K
|
4.72K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-105- 0.17% |
$7.91K - $8.83K
|
62.2K
$5.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-105- 1.57% |
$7.91K - $8.83K
|
6.59K
$557K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.52% |
$7.99K - $8.91K
|
20.1K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-107- 3.55% |
$8.06K - $9K
|
2.91K
$246K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-110- 2.46% |
$8.29K - $9.25K
|
4.35K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-115- 0.61% |
$8.67K - $9.67K
|
18.8K
$1.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-116- 0.9% |
$8.74K - $9.75K
|
12.7K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-119- 0.75% |
$8.97K - $10K
|
15.8K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-120- 2.36% |
$9.04K - $10.1K
|
4.96K
$420K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-121- 3.43% |
$9.12K - $10.2K
|
3.4K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-122- 0.36% |
$9.2K - $10.3K
|
33.8K
$2.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-124- 0.15% |
$9.35K - $10.4K
|
81K
$6.86M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-124- 0.73% |
$9.35K - $10.4K
|
16.9K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-126- 3.83% |
$9.5K - $10.6K
|
3.16K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-126- 1.65% |
$9.5K - $10.6K
|
7.52K
$637K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-130- 1.08% |
$9.8K - $10.9K
|
11.9K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-130- 3.45% |
$9.8K - $10.9K
|
3.64K
$308K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-131- 2.63% |
$9.87K - $11K
|
4.85K
$411K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-135- 0.97% |
$10.2K - $11.4K
|
13.8K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-136- 1.28% |
$10.3K - $11.4K
|
10.5K
$887K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-137- 1.9% |
$10.3K - $11.5K
|
7.06K
$597K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-142- 30.47% |
$10.7K - $11.9K
|
324
$27.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-147- 0.66% |
$11.1K - $12.4K
|
22.3K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-148- 10.91% |
$11.2K - $12.4K
|
1.21K
$102K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 16.67% |
$11.3K - $12.6K
|
750
$63.5K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-150- 4.8% |
$11.3K - $12.6K
|
2.98K
$252K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-152- 0.13% |
$11.5K - $12.8K
|
114K
$9.63M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-155- 0.89% |
$11.7K - $13K
|
17.3K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-159- 67.66% |
$12K - $13.4K
|
76
$6.43K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-159- 0.92% |
$12K - $13.4K
|
17.2K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-162- 2.32% |
$12.2K - $13.6K
|
6.82K
$577K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-165- 0.57% |
$12.4K - $13.9K
|
28.8K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-168- 2.13% |
$12.7K - $14.1K
|
7.73K
$654K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-170- 0.59% |
$12.8K - $14.3K
|
28.8K
$2.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-171- 0.49% |
$12.9K - $14.4K
|
35K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-172- 2.67% |
$13K - $14.5K
|
6.26K
$530K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-172- 1.25% |
$13K - $14.5K
|
13.6K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-177- 0.84% |
$13.3K - $14.9K
|
21K
$1.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-181- 0.98% |
$13.6K - $15.2K
|
18.4K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-183- 0.39% |
$13.8K - $15.4K
|
46.2K
$3.91M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-184- 1.53% |
$13.9K - $15.5K
|
11.9K
$1M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-190- 2.08% |
$14.3K - $16K
|
8.93K
$756K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-191- 5.85% |
$14.4K - $16.1K
|
3.08K
$260K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-195- 1.69% |
$14.7K - $16.4K
|
11.3K
$958K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-196- 3.34% |
$14.8K - $16.5K
|
5.66K
$479K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-198- 0.85% |
$14.9K - $16.6K
|
23K
$1.95M
|