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 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-195- 1.69% |
$14.7K - $16.4K
|
11.3K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-196- 3.34% |
$14.8K - $16.5K
|
5.66K
$507K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-198- 0.85% |
$14.9K - $16.6K
|
23K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-198- 0.21% |
$14.9K - $16.6K
|
94K
$8.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-199- 4.44% |
$15K - $16.7K
|
4.28K
$384K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 12.31% |
$15.1K - $16.8K
|
1.43K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-200- 0.56% |
$15.1K - $16.8K
|
35.5K
$3.18M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-201- 4.11% |
$15.1K - $16.9K
|
4.69K
$420K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-201- 2.72% |
$15.1K - $16.9K
|
7.2K
$645K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-202- 0.65% |
$15.2K - $17K
|
30.7K
$2.75M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-209- 2.62% |
$15.8K - $17.6K
|
7.77K
$695K
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-210- 1.58% |
$15.8K - $17.7K
|
13.1K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-211- 0.32% |
$15.9K - $17.7K
|
65K
$5.82M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-217- 2.61% |
$16.4K - $18.2K
|
8.09K
$725K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-217- 1.72% |
$16.4K - $18.2K
|
12.4K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-219- 3.36% |
$16.5K - $18.4K
|
6.29K
$563K
|
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-227- 1.32% |
$17.1K - $19.1K
|
17K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-228- 50.0% |
$17.2K - $19.2K
|
228
$20.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-230- 1.1% |
$17.3K - $19.3K
|
20.6K
$1.85M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-231- 2.72% |
$17.4K - $19.4K
|
8.27K
$741K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-232- 5.32% |
$17.5K - $19.5K
|
4.13K
$370K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-237- 2.96% |
$17.9K - $19.9K
|
7.77K
$696K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-237- 4.51% |
$17.9K - $19.9K
|
5.01K
$449K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-238- 6.34% |
$17.9K - $20K
|
3.51K
$315K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-240- 7.27% |
$18.1K - $20.2K
|
3.06K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-240- 0.83% |
$18.1K - $20.2K
|
28.6K
$2.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-246- 0.08% |
$18.5K - $20.7K
|
300K
$26.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-249- 3.25% |
$18.8K - $20.9K
|
7.42K
$664K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-250- 13.86% |
$18.8K - $21K
|
1.55K
$139K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-250- 4.63% |
$18.8K - $21K
|
5.16K
$462K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-253- 0.97% |
$19.1K - $21.3K
|
25.9K
$2.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-256- 0.32% |
$19.3K - $21.5K
|
79.7K
$7.14M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-257- 3.39% |
$19.4K - $21.6K
|
7.31K
$655K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-260- 5.8% |
$19.6K - $21.9K
|
4.22K
$378K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-261- 3.97% |
$19.7K - $21.9K
|
6.32K
$566K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-264- 4.42% |
$19.9K - $22.2K
|
5.71K
$511K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-266- 0.73% |
$20K - $22.4K
|
36K
$3.22M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-266- 0.93% |
$20K - $22.4K
|
28.4K
$2.54M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-270- 1.15% |
$20.3K - $22.7K
|
23.1K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-283- 1.76% |
$21.3K - $23.8K
|
15.8K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-285- 0.12% |
$21.5K - $24K
|
228K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-293- 8.87% |
$22.1K - $24.6K
|
3.01K
$269K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-298- 1.61% |
$22.5K - $25.1K
|
18.3K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-299- 3.35% |
$22.5K - $25.1K
|
8.63K
$773K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-300- 1.4% |
$22.6K - $25.2K
|
21.1K
$1.89M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-300- 33.33% |
$22.6K - $25.2K
|
600
$53.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-317- 4.43% |
$23.9K - $26.7K
|
6.85K
$613K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-319- 5.34% |
$24K - $26.8K
|
5.66K
$506K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-330- 0.67% |
$24.9K - $27.7K
|
48.8K
$4.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-330- 0.72% |
$24.9K - $27.7K
|
45.6K
$4.08M
|