Purchases and Sales Made in Q1 2024 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 18, 2024 Q1 2024
Nvest Financial, LLC

BUY
 -
541
+ 1.45%
$40.8K - $45.5K
37.9K $3.38M
Apr 24, 2024 Q1 2024
Jgp Wealth Management, LLC

BUY
 -
530
+ 15.49%
$39.9K - $44.6K
3.95K $353K
May 09, 2024 Q1 2024
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
512
+ 16.64%
$38.6K - $43.1K
3.59K $320K
May 03, 2024 Q1 2024
Larson Financial Group LLC

BUY
 -
510
+ 8.19%
$38.4K - $42.9K
6.74K $601K
Apr 23, 2024 Q1 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
509
+ 19.32%
$38.4K - $42.8K
3.14K $280K
Apr 16, 2024 Q1 2024
Flagship Harbor Advisors, LLC

BUY
 -
501
+ 13.88%
$37.8K - $42.1K
4.11K $367K
Apr 26, 2024 Q1 2024
Slate Stone Wealth, LLC

BUY
 -
500
+ 3.19%
$37.7K - $42K
16.2K $1.44M
May 15, 2024 Q1 2024
Aptus Capital Advisors, LLC

BUY
 -
489
+ 5.59%
$36.9K - $41.1K
9.24K $824K
May 15, 2024 Q1 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
471
New
$35.5K - $39.6K
471 $42K
Apr 25, 2024 Q1 2024
Chicago Partners Investment Group LLC

BUY
 -
470
+ 1.71%
$35.4K - $39.5K
28K $2.5M
Apr 15, 2024 Q1 2024
Brookstone Capital Management

BUY
 -
462
+ 17.67%
$34.8K - $38.8K
3.08K $275K
May 10, 2024 Q1 2024
Lcnb Corp

Lebanon, OH
BUY
 -
460
+ 1.97%
$34.7K - $38.7K
23.9K $2.13M
May 14, 2024 Q1 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
454
+ 48.14%
$34.2K - $38.2K
1.4K $125K
May 01, 2024 Q1 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
451
+ 9.4%
$34K - $37.9K
5.25K $468K
May 08, 2024 Q1 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
443
+ 4.64%
$33.4K - $37.3K
9.98K $891K
Apr 23, 2024 Q1 2024
Essex Financial Services, Inc.

BUY
 -
429
+ 0.69%
$32.3K - $36.1K
62.3K $5.56M
May 01, 2024 Q1 2024
Prosperity Consulting Group, LLC

BUY
 -
417
+ 8.8%
$31.4K - $35.1K
5.16K $460K
Apr 05, 2024 Q1 2024
Summit Financial Group, Inc.

BUY
 -
413
+ 0.97%
$31.1K - $34.7K
42.8K $3.82M
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
388
New
$29.2K - $32.6K
388 $34.6K
May 03, 2024 Q1 2024
Savant Capital, LLC

BUY
 -
361
+ 0.44%
$27.2K - $30.4K
83.1K $7.41M
May 10, 2024 Q1 2024
Baker Avenue Asset Management, LP

BUY
 -
360
+ 8.83%
$27.1K - $30.3K
4.44K $396K
Apr 24, 2024 Q1 2024
Segment Wealth Management, LLC

BUY
 -
352
+ 5.96%
$26.5K - $29.6K
6.26K $558K
Apr 23, 2024 Q1 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
344
+ 1.44%
$25.9K - $28.9K
24.3K $2.16M
Apr 15, 2024 Q1 2024
Future Financial Wealth Managment LLC

BUY
 -
343
New
$25.9K - $28.8K
343 $30.6K
Apr 23, 2024 Q1 2024
Busey Wealth Management

BUY
 -
342
+ 1.47%
$25.8K - $28.8K
23.7K $2.11M
May 14, 2024 Q1 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
339
+ 6.38%
$25.6K - $28.5K
5.66K $505K
May 14, 2024 Q1 2024
Robinson Capital Management, LLC

BUY
 -
325
+ 68.42%
$24.5K - $27.3K
800 $71.4K
May 07, 2024 Q1 2024
Tranquility Partners, LLC

BUY
 -
300
+ 5.19%
$22.6K - $25.2K
6.08K $542K
May 03, 2024 Q1 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
300
+ 8.13%
$22.6K - $25.2K
3.99K $356K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
292
New
$22K - $24.6K
292 $26.1K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
274
+ 2.21%
$20.7K - $23K
12.7K $1.13M
May 01, 2024 Q1 2024
Palisade Asset Management, LLC

BUY
 -
266
+ 4.93%
$20K - $22.4K
5.66K $505K
Apr 30, 2024 Q1 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
265
New
$20K - $22.3K
265 $23.6K
May 08, 2024 Q1 2024
Ledyard National Bank

BUY
 -
253
+ 9.59%
$19.1K - $21.3K
2.89K $258K
May 14, 2024 Q1 2024
Brick & Kyle, Associates

Newtown, PA
BUY
 -
238
+ 0.89%
$17.9K - $20K
26.9K $2.4M
Apr 18, 2024 Q1 2024
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
226
+ 0.86%
$17K - $19K
26.6K $2.37M
May 30, 2024 Q1 2024
Cambridge Trust CO

Boston, MA
BUY
 -
224
+ 2.76%
$16.9K - $18.8K
8.34K $744K
May 10, 2024 Q1 2024
Betterment LLC

New York, NY
BUY
 -
224
+ 6.23%
$16.9K - $18.8K
3.82K $341K
May 15, 2024 Q1 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
220
+ 2.51%
$16.6K - $18.5K
8.97K $800K
Apr 12, 2024 Q1 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
208
+ 120.93%
$15.7K - $17.5K
380 $33.9K
May 10, 2024 Q1 2024
Clearstead Trust, LLC

Portland, ME
BUY
 -
200
New
$15.1K - $16.8K
200 $17.8K
Apr 15, 2024 Q1 2024
Sage Capital Advisors,Llc

BUY
 -
195
+ 0.99%
$14.7K - $16.4K
19.9K $1.77M
May 13, 2024 Q1 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
194
+ 0.68%
$14.6K - $16.3K
28.9K $2.58M
Apr 24, 2024 Q1 2024
Peterson Financial Group, Inc.

BUY
 -
189
+ 0.9%
$14.2K - $15.9K
21.1K $1.88M
Apr 10, 2024 Q1 2024
Soa Wealth Advisors, Llc.

BUY
 -
188
+ 0.64%
$14.2K - $15.8K
29.4K $2.62M
Jul 30, 2024 Q1 2024
Ifp Advisors, Inc

BUY
 -
179
+ 13.37%
$13.5K - $15.1K
1.52K $135K
Apr 18, 2024 Q1 2024
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
176
+ 3.08%
$13.3K - $14.8K
5.88K $525K
May 14, 2024 Q1 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
172
+ 4.78%
$13K - $14.5K
3.77K $336K
May 13, 2024 Q1 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
172
+ 0.07%
$13K - $14.5K
233K $20.8M

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