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 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-22.5K- 2.8% |
$1.69M - $1.89M
|
779K
$66.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23.6K- 1.02% |
$1.78M - $1.98M
|
2.29M
$196M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.6K- 4.1% |
$1.78M - $1.99M
|
552K
$47.2M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-26.1K- 70.06% |
$1.96M - $2.19M
|
11.1K
$953K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27K- 21.47% |
$2.03M - $2.27M
|
98.7K
$8.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-27.7K- 99.7% |
$2.08M - $2.33M
|
82
$7.01K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28.6K- 11.21% |
$2.15M - $2.4M
|
226K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28.9K- 2.9% |
$2.18M - $2.43M
|
971K
$83M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-30K- 16.86% |
$2.26M - $2.52M
|
148K
$12.6M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-30.1K- 4.88% |
$2.27M - $2.53M
|
586K
$50.2M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30.3K- 8.57% |
$2.29M - $2.55M
|
324K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-34.8K- 1.88% |
$2.63M - $2.93M
|
1.82M
$156M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-35.3K- 18.52% |
$2.66M - $2.97M
|
155K
$13.3M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-35.3K- 66.32% |
$2.66M - $2.97M
|
17.9K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-35.4K- 3.28% |
$2.67M - $2.98M
|
1.05M
$89.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.2K- 2.59% |
$2.88M - $3.21M
|
1.43M
$123M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-39.1K- 78.82% |
$2.94M - $3.28M
|
10.5K
$898K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-42.5K- 31.24% |
$3.21M - $3.58M
|
93.6K
$8.01M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-47.9K- 11.74% |
$3.61M - $4.03M
|
360K
$30.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-49.5K- 4.69% |
$3.73M - $4.16M
|
1.01M
$86M
|
|
|
May 15, 2024
Q1 2024
|
Starboard Value LP
New York, NY |
SELL
|
- |
-50K- 8.7% |
$3.77M - $4.2M
|
525K
$44.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-56.2K- 77.88% |
$4.24M - $4.73M
|
16K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-57.8K- 82.42% |
$4.36M - $4.86M
|
12.3K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-62.4K- 0.69% |
$4.71M - $5.25M
|
9.03M
$773M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-66.7K- 26.16% |
$5.03M - $5.61M
|
188K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-71.5K- 29.29% |
$5.39M - $6.01M
|
173K
$14.8M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-72.2K- 42.87% |
$5.44M - $6.07M
|
96.3K
$8.23M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-74.3K- 12.98% |
$5.6M - $6.25M
|
498K
$42.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-75.2K- 79.16% |
$5.67M - $6.32M
|
19.8K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-75.4K- 1.07% |
$5.68M - $6.34M
|
6.94M
$594M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77.7K- 24.09% |
$5.86M - $6.54M
|
245K
$21M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-85.4K- 8.39% |
$6.44M - $7.18M
|
933K
$79.8M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-86.4K- 56.73% |
$6.51M - $7.26M
|
65.9K
$5.63M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-92.8K- 15.9% |
$6.99M - $7.8M
|
491K
$42M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-94.5K- 49.15% |
$7.12M - $7.94M
|
97.7K
$8.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-99.5K- 17.25% |
$7.5M - $8.37M
|
478K
$40.8M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-106K- 94.36% |
$8.02M - $8.95M
|
6.37K
$545K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-113K- 22.78% |
$8.48M - $9.46M
|
381K
$32.6M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-115K- 1.63% |
$8.68M - $9.69M
|
6.94M
$594M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-118K- 10.12% |
$8.86M - $9.88M
|
1.04M
$89.3M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-122K- 6.82% |
$9.22M - $10.3M
|
1.67M
$143M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-133K- 2.83% |
$10M - $11.2M
|
4.58M
$392M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-136K- 29.09% |
$10.3M - $11.5M
|
332K
$28.4M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-162K- 25.86% |
$12.2M - $13.6M
|
464K
$39.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-164K- 50.08% |
$12.4M - $13.8M
|
164K
$14M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-189K- 96.22% |
$14.2M - $15.9M
|
7.41K
$634K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-190K- 0.89% |
$14.3M - $15.9M
|
21.1M
$1.8B
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-190K- 80.16% |
$14.3M - $15.9M
|
46.9K
$4.02M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-199K- 64.34% |
$15M - $16.7M
|
110K
$9.43M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-199K- 25.04% |
$15M - $16.7M
|
596K
$51M
|