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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.08% |
$393 - $418
|
6.16K
$568K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7- 0.17% |
$551 - $585
|
4.23K
$391K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-8- 0.04% |
$629 - $669
|
18.2K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 11.84% |
$708 - $752
|
67
$6.18K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 0.18% |
$787 - $836
|
5.47K
$505K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-10- 0.06% |
$787 - $836
|
15.9K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-10- 0.38% |
$787 - $836
|
2.66K
$245K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-12- 0.14% |
$944 - $1K
|
8.74K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-15- 0.5% |
$1.18K - $1.25K
|
2.99K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.16% |
$1.26K - $1.34K
|
10.2K
$937K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-18- 0.4% |
$1.42K - $1.5K
|
4.44K
$409K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-20- 0.71% |
$1.57K - $1.67K
|
2.78K
$257K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-20- 0.36% |
$1.57K - $1.67K
|
5.58K
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-23- 0.39% |
$1.81K - $1.92K
|
5.84K
$539K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-25- 0.32% |
$1.97K - $2.09K
|
7.7K
$711K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-26- 0.48% |
$2.05K - $2.17K
|
5.38K
$496K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-27- 0.11% |
$2.12K - $2.26K
|
24.2K
$2.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30- 0.1% |
$2.36K - $2.51K
|
30.7K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-31- 23.13% |
$2.44K - $2.59K
|
103
$9.51K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-31- 0.04% |
$2.44K - $2.59K
|
73.9K
$6.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-31- 0.15% |
$2.44K - $2.59K
|
20.2K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 78.57% |
$2.6K - $2.76K
|
9
$831
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-35- 1.14% |
$2.75K - $2.93K
|
3.03K
$279K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-35- 0.13% |
$2.75K - $2.93K
|
25.9K
$2.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 0.67% |
$2.75K - $2.93K
|
5.16K
$476K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-36- 0.43% |
$2.83K - $3.01K
|
8.4K
$775K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-37- 0.86% |
$2.91K - $3.09K
|
4.27K
$394K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 0.09% |
$3.07K - $3.26K
|
42.4K
$3.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-39- 0.73% |
$3.07K - $3.26K
|
5.28K
$487K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-44- 0.09% |
$3.46K - $3.68K
|
48.7K
$4.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-45- 1.78% |
$3.54K - $3.76K
|
2.49K
$230K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-50- 1.66% |
$3.93K - $4.18K
|
2.96K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-50- 1.76% |
$3.93K - $4.18K
|
2.79K
$257K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-50- 0.73% |
$3.93K - $4.18K
|
6.84K
$631K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-51- 0.17% |
$4.01K - $4.26K
|
30.8K
$2.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-53- 0.9% |
$4.17K - $4.43K
|
5.84K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-53- 0.68% |
$4.17K - $4.43K
|
7.72K
$712K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-59- 2.02% |
$4.64K - $4.93K
|
2.86K
$264K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-59- 25.88% |
$4.64K - $4.93K
|
169
$15.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-59- 92.19% |
$4.64K - $4.93K
|
5
$462
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-60- 1.37% |
$4.72K - $5.02K
|
4.31K
$398K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-60- 0.76% |
$4.72K - $5.02K
|
7.8K
$720K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-61- 0.21% |
$4.8K - $5.1K
|
28.6K
$2.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-61- 3.93% |
$4.8K - $5.1K
|
1.49K
$138K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-62- 0.1% |
$4.88K - $5.18K
|
64.9K
$5.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-63- 0.94% |
$4.96K - $5.27K
|
6.67K
$616K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-65- 0.34% |
$5.11K - $5.43K
|
19K
$1.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-66- 0.44% |
$5.19K - $5.52K
|
14.9K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-66- 2.19% |
$5.19K - $5.52K
|
2.95K
$272K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-66- 75.0% |
$5.19K - $5.52K
|
22
$2.03K
|