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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-789- 15.99% |
$59.5K - $66.3K
|
4.14K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-793- 9.29% |
$59.8K - $66.7K
|
7.74K
$691K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-796- 3.14% |
$60K - $66.9K
|
24.6K
$2.19M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-800- 13.08% |
$60.3K - $67.3K
|
5.32K
$474K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-832- 6.76% |
$62.7K - $70K
|
11.5K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-836- 54.36% |
$63K - $70.3K
|
702
$62.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-840- 0.31% |
$63.3K - $70.6K
|
272K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-855- 64.63% |
$64.4K - $71.9K
|
468
$41.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-868- 4.11% |
$65.4K - $73K
|
20.2K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-874- 1.16% |
$65.9K - $73.5K
|
74.2K
$6.62M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-886- 1.03% |
$66.8K - $74.5K
|
85.5K
$7.63M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-900- 3.98% |
$67.8K - $75.7K
|
21.7K
$1.94M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-914- 12.59% |
$68.9K - $76.9K
|
6.35K
$566K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-941- 16.27% |
$70.9K - $79.1K
|
4.84K
$432K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-970- 6.16% |
$73.1K - $81.6K
|
14.8K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-974- 25.21% |
$73.4K - $81.9K
|
2.89K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-979- 23.62% |
$73.8K - $82.3K
|
3.17K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-980- 0.31% |
$73.9K - $82.4K
|
314K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-983- 22.33% |
$74.1K - $82.7K
|
3.42K
$305K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-984- 8.31% |
$74.2K - $82.7K
|
10.9K
$969K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-995- 2.83% |
$75K - $83.7K
|
34.2K
$3.05M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1K- 7.86% |
$75.5K - $84.3K
|
11.7K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.01K- 10.73% |
$76.2K - $85K
|
8.41K
$751K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.02K- 2.72% |
$77.2K - $86.1K
|
36.6K
$3.26M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.79% |
$77.3K - $86.2K
|
16.7K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-1.04K- 0.77% |
$78.2K - $87.2K
|
134K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.07K- 4.48% |
$80.4K - $89.7K
|
22.8K
$2.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.07K- 21.52% |
$80.9K - $90.2K
|
3.91K
$349K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.08K- 11.87% |
$81.2K - $90.6K
|
8K
$713K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.08K- 6.3% |
$81.2K - $90.6K
|
16K
$1.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.1K- 3.96% |
$82.9K - $92.5K
|
26.7K
$2.38M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.15K- 4.23% |
$86.3K - $96.3K
|
25.9K
$2.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.15K- 31.49% |
$86.6K - $96.6K
|
2.5K
$223K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.15K- 1.1% |
$87K - $97K
|
104K
$9.29M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-1.16K- 30.35% |
$87.7K - $97.9K
|
2.67K
$238K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.18K- 31.72% |
$88.6K - $98.9K
|
2.53K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.18K- 27.76% |
$88.6K - $98.9K
|
3.06K
$273K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.18K- 13.25% |
$88.7K - $99K
|
7.7K
$687K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.19K- 7.46% |
$89.7K - $100K
|
14.8K
$1.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 6.79% |
$90.8K - $101K
|
16.5K
$1.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.21K- 7.43% |
$91.5K - $102K
|
15.1K
$1.35M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.22K- 21.86% |
$92.2K - $103K
|
4.37K
$390K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.24K- 1.87% |
$93.2K - $104K
|
64.7K
$5.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.29K- 2.09% |
$97K - $108K
|
60.2K
$5.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.33K- 11.95% |
$100K - $112K
|
9.82K
$876K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.35K- 35.87% |
$101K - $113K
|
2.41K
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.35K- 9.64% |
$102K - $114K
|
12.7K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-1.4K- 2.96% |
$106K - $118K
|
45.9K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-1.41K- 1.23% |
$106K - $118K
|
113K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.42K- 3.21% |
$107K - $119K
|
42.7K
$3.81M
|