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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 0.26% |
$629 - $669
|
3.05K
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
8+ 0.26% |
$629 - $669
|
3.14K
$269K
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
7+ 0.2% |
$551 - $585
|
3.55K
$304K
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
7+ 0.1% |
$551 - $585
|
7.29K
$623K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.24% |
$551 - $585
|
2.93K
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$551 - $585
|
14.8K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.47% |
$551 - $585
|
1.5K
$128K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.18% |
$472 - $502
|
3.25K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.43% |
$472 - $502
|
425
$36.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 0.21% |
$472 - $502
|
2.81K
$240K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.11% |
$472 - $502
|
5.25K
$449K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.12% |
$472 - $502
|
4.99K
$427K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.07% |
$393 - $418
|
6.8K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5+ 0.09% |
$393 - $418
|
5.29K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.24% |
$393 - $418
|
2.13K
$182K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.05% |
$393 - $418
|
10.4K
$891K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 0.23% |
$315 - $334
|
1.74K
$149K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.17% |
$315 - $334
|
2.34K
$200K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.1% |
$315 - $334
|
3.88K
$331K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.13% |
$315 - $334
|
3.15K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3+ 0.12% |
$236 - $251
|
2.48K
$212K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 20.0% |
$236 - $251
|
18
$1.54K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.07% |
$157 - $167
|
2.86K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.01% |
$157 - $167
|
36.8K
$3.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.02% |
$157 - $167
|
12.1K
$1.03M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.05% |
$157 - $167
|
4.32K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$157 - $167
|
5.17K
$443K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.13% |
$157 - $167
|
1.52K
$130K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$157 - $167
|
3.98K
$340K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.03% |
$157 - $167
|
7.19K
$615K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$157 - $167
|
1.52K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$78.7 - $83.6
|
2.8K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.01% |
$78.7 - $83.6
|
7.1K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.09% |
$78.7 - $83.6
|
1.07K
$91.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$78.7 - $83.6
|
464
$39.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.25% |
$78.7 - $83.6
|
396
$33.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1+ 0.02% |
$78.7 - $83.6
|
4.23K
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 3.23% |
$78.7 - $83.6
|
32
$2.74K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$78.7 - $83.6
|
3.84K
$328K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$78.7 - $83.6
|
337
$28.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$78.7 - $83.6
|
11.1K
$946K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$78.7 - $83.6
|
9.93K
$850K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.48% |
$78.7 - $83.6
|
209
$17.9K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$78.7 - $83.6
|
3.84K
$328K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$78.7 - $83.6
|
8.96K
$767K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.03% |
$78.7 - $83.6
|
3.54K
$303K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$78.7 - $83.6
|
5.67K
$485K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 0.03% |
$157 - $167
|
7.33K
$627K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2- 0.05% |
$157 - $167
|
4.04K
$346K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3- 0.02% |
$236 - $251
|
17.1K
$1.47M
|