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
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.55KNew |
$569K - $635K
|
7.55K
$673K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.48KNew |
$564K - $629K
|
7.48K
$667K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.22KNew |
$544K - $607K
|
7.22K
$644K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.15K+ 45.4% |
$539K - $601K
|
22.9K
$2.04M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.15K+ 45.4% |
$539K - $601K
|
22.9K
$2.04M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.01K+ 33.4% |
$528K - $589K
|
28K
$2.5M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6.93K+ 36.27% |
$523K - $583K
|
26K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6.91K+ 5.13% |
$521K - $581K
|
142K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6.82K+ 122.26% |
$514K - $573K
|
12.4K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.69K+ 10.72% |
$504K - $562K
|
69.1K
$6.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.49K+ 9.91% |
$489K - $546K
|
72K
$6.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
6.48K+ 13.59% |
$488K - $545K
|
54.1K
$4.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.44K+ 199.72% |
$485K - $542K
|
9.67K
$862K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.11KNew |
$461K - $514K
|
6.11K
$545K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.05KNew |
$456K - $509K
|
6.05K
$540K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.92K+ 22.86% |
$446K - $498K
|
31.8K
$2.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.91K+ 3.27% |
$445K - $497K
|
186K
$16.6M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.86K+ 1.04% |
$441K - $492K
|
571K
$50.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.85K+ 5.57% |
$441K - $492K
|
111K
$9.89M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.82K+ 8.19% |
$439K - $489K
|
76.9K
$6.86M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.82KNew |
$438K - $489K
|
5.82K
$519K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5.51K+ 729.54% |
$415K - $463K
|
6.26K
$559K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.45KNew |
$411K - $458K
|
5.45K
$486K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.43K+ 132.98% |
$409K - $457K
|
9.52K
$849K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
5.24KNew |
$395K - $440K
|
5.24K
$467K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
5.2K+ 36.36% |
$392K - $437K
|
19.5K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.19K+ 75.25% |
$391K - $437K
|
12.1K
$1.08M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.03KNew |
$379K - $423K
|
5.03K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.89K+ 15.43% |
$369K - $411K
|
36.6K
$3.26M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
4.84KNew |
$365K - $407K
|
4.84K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
4.84K+ 93.14% |
$364K - $407K
|
10K
$895K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.68K+ 21.47% |
$353K - $394K
|
26.5K
$2.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
4.44KNew |
$334K - $373K
|
4.44K
$396K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.38K+ 9.31% |
$330K - $368K
|
51.4K
$4.58M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
4.28K+ 80.67% |
$323K - $360K
|
9.59K
$855K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.25K+ 66.35% |
$320K - $357K
|
10.7K
$951K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.25KNew |
$320K - $357K
|
4.25K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.24KNew |
$320K - $357K
|
4.24K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$317K - $353K
|
4.2K
$375K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.1K+ 137.41% |
$309K - $345K
|
7.08K
$632K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.09K+ 3.97% |
$308K - $344K
|
107K
$9.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.04KNew |
$305K - $340K
|
4.04K
$361K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.98KNew |
$300K - $334K
|
3.98K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.96KNew |
$298K - $333K
|
3.96K
$353K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.83K+ 38.9% |
$289K - $322K
|
13.7K
$1.22M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.82K+ 32.9% |
$288K - $321K
|
15.4K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.8KNew |
$286K - $320K
|
3.8K
$339K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.72K+ 2201.18% |
$280K - $313K
|
3.89K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.64K+ 2.04% |
$275K - $306K
|
182K
$16.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
3.64K+ 4.11% |
$275K - $306K
|
92.2K
$8.23M
|