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
|
1900 Wealth Management LLC
|
BUY
|
- |
46+ 0.22% |
$3.47K - $3.87K
|
21K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
40+ 0.92% |
$3.01K - $3.36K
|
4.37K
$370K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
40+ 2000.0% |
$3.01K - $3.36K
|
42
$3.55K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
39+ 0.26% |
$2.94K - $3.28K
|
15.3K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
37+ 0.1% |
$2.79K - $3.11K
|
35.6K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
36+ 0.24% |
$2.71K - $3.03K
|
15K
$1.27M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
36+ 180.0% |
$2.71K - $3.03K
|
56
$4.74K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
32+ 0.23% |
$2.41K - $2.69K
|
14K
$1.18M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
32+ 31.07% |
$2.41K - $2.69K
|
135
$11.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
30+ 0.06% |
$2.26K - $2.52K
|
53.9K
$4.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26New |
$1.96K - $2.19K
|
26
$2.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
25New |
$1.88K - $2.1K
|
25
$2.12K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.26% |
$1.88K - $2.1K
|
9.65K
$817K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
23+ 0.14% |
$1.73K - $1.93K
|
16K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
22+ 0.25% |
$1.66K - $1.85K
|
8.72K
$738K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
22+ 0.26% |
$1.66K - $1.85K
|
8.44K
$714K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
21+ 0.24% |
$1.58K - $1.77K
|
8.68K
$735K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
21New |
$1.58K - $1.77K
|
21
$1.78K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
19+ 0.17% |
$1.43K - $1.6K
|
11.4K
$961K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
18+ 0.25% |
$1.36K - $1.51K
|
7.15K
$605K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
16+ 0.24% |
$1.21K - $1.35K
|
6.62K
$560K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
16+ 0.19% |
$1.21K - $1.35K
|
8.25K
$698K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 1.01% |
$1.13K - $1.26K
|
1.49K
$126K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13+ 0.24% |
$980 - $1.09K
|
5.38K
$455K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
13+ 0.43% |
$980 - $1.09K
|
3.01K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12+ 1.16% |
$904 - $1.01K
|
1.05K
$88.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
11+ 0.13% |
$829 - $925
|
8.45K
$715K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10+ 0.27% |
$754 - $841
|
3.73K
$316K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
10+ 0.07% |
$754 - $841
|
14.1K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.18% |
$754 - $841
|
5.48K
$464K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
10+ 0.37% |
$754 - $841
|
2.71K
$230K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9+ 0.26% |
$678 - $757
|
3.44K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
9+ 0.26% |
$678 - $757
|
3.52K
$298K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.24% |
$678 - $757
|
3.84K
$325K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
9+ 0.01% |
$678 - $757
|
138K
$11.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 0.26% |
$603 - $673
|
3.04K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 0.24% |
$603 - $673
|
3.29K
$278K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
8+ 0.26% |
$603 - $673
|
3.14K
$265K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8+ 0.03% |
$603 - $673
|
31.7K
$2.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.14% |
$528 - $589
|
4.84K
$409K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
7+ 0.14% |
$528 - $589
|
4.98K
$422K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
7+ 0.2% |
$528 - $589
|
3.55K
$300K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6+ 0.08% |
$452 - $505
|
7.28K
$616K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6+ 0.11% |
$452 - $505
|
5.28K
$447K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.17% |
$377 - $420
|
2.93K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.24% |
$377 - $420
|
2.12K
$180K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.05% |
$377 - $420
|
10.4K
$881K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.29% |
$377 - $420
|
1.74K
$147K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.18% |
$377 - $420
|
2.72K
$230K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.1% |
$377 - $420
|
5.25K
$444K
|