Purchases and Sales Made in Q2 2024 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.23% |
$708 - $752
|
3.85K
$344K
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
8+ 0.26% |
$629 - $669
|
3.14K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
8+ 0.02% |
$629 - $669
|
35.6K
$3.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 0.26% |
$629 - $669
|
3.05K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
7+ 0.1% |
$551 - $585
|
7.29K
$652K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.24% |
$551 - $585
|
2.93K
$262K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$551 - $585
|
14.8K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.47% |
$551 - $585
|
1.5K
$134K
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
7+ 0.2% |
$551 - $585
|
3.55K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.11% |
$472 - $502
|
5.25K
$470K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.12% |
$472 - $502
|
4.99K
$447K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.18% |
$472 - $502
|
3.25K
$291K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 0.21% |
$472 - $502
|
2.81K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.43% |
$472 - $502
|
425
$38.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.05% |
$393 - $418
|
10.4K
$932K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.07% |
$393 - $418
|
6.8K
$609K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5+ 0.09% |
$393 - $418
|
5.29K
$473K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.24% |
$393 - $418
|
2.13K
$191K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 0.23% |
$315 - $334
|
1.74K
$156K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.1% |
$315 - $334
|
3.88K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.17% |
$315 - $334
|
2.34K
$209K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.13% |
$315 - $334
|
3.15K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3+ 0.12% |
$236 - $251
|
2.48K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 20.0% |
$236 - $251
|
18
$1.61K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.13% |
$157 - $167
|
1.52K
$136K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.03% |
$157 - $167
|
7.19K
$644K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.01% |
$157 - $167
|
36.8K
$3.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.02% |
$157 - $167
|
12.1K
$1.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$157 - $167
|
1.52K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$157 - $167
|
5.17K
$463K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$157 - $167
|
3.98K
$356K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.07% |
$157 - $167
|
2.86K
$256K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.05% |
$157 - $167
|
4.32K
$387K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$78.7 - $83.6
|
464
$41.5K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$78.7 - $83.6
|
3.84K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.25% |
$78.7 - $83.6
|
396
$35.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$78.7 - $83.6
|
8.96K
$803K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$78.7 - $83.6
|
2.8K
$251K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$78.7 - $83.6
|
5.67K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.01% |
$78.7 - $83.6
|
7.1K
$636K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$78.7 - $83.6
|
11.1K
$991K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1+ 0.02% |
$78.7 - $83.6
|
4.23K
$379K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.03% |
$78.7 - $83.6
|
3.54K
$317K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.48% |
$78.7 - $83.6
|
209
$18.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$78.7 - $83.6
|
9.93K
$889K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.09% |
$78.7 - $83.6
|
1.07K
$95.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 3.23% |
$78.7 - $83.6
|
32
$2.86K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$78.7 - $83.6
|
337
$30.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$78.7 - $83.6
|
3.84K
$343K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2- 0.05% |
$157 - $167
|
4.04K
$362K
|