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 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.45K+ 13.13% |
$744K - $790K
|
81.5K
$7.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
9.43KNew |
$742K - $789K
|
9.43K
$891K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.59K+ 14.66% |
$676K - $718K
|
67.2K
$6.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.45K+ 1.81% |
$664K - $706K
|
474K
$44.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
8.3K+ 50.63% |
$653K - $694K
|
24.7K
$2.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
8.11K+ 298.09% |
$638K - $678K
|
10.8K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.72K+ 552.33% |
$607K - $645K
|
9.11K
$861K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.64K+ 4.18% |
$601K - $639K
|
191K
$18M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.39KNew |
$581K - $617K
|
7.39K
$698K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.24K+ 15.43% |
$569K - $605K
|
54.2K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.23K+ 160.17% |
$569K - $604K
|
11.7K
$1.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
BUY
|
- |
7.11K+ 365.88% |
$559K - $594K
|
9.05K
$855K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.1K+ 23.18% |
$559K - $594K
|
37.7K
$3.57M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7.05KNew |
$555K - $589K
|
7.05K
$666K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.89K+ 344.55% |
$542K - $576K
|
8.89K
$840K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
6.85K+ 366.52% |
$539K - $573K
|
8.72K
$824K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.82K+ 0.74% |
$537K - $570K
|
934K
$88.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.72KNew |
$528K - $561K
|
6.72K
$634K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.71K+ 3.56% |
$528K - $561K
|
195K
$18.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6.67K+ 3.06% |
$525K - $558K
|
225K
$21.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
6.6KNew |
$519K - $552K
|
6.6K
$623K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.53K+ 0.19% |
$514K - $546K
|
3.39M
$320M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.46K+ 14.3% |
$508K - $540K
|
51.6K
$4.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
6.44KNew |
$507K - $538K
|
6.44K
$608K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
6.37K+ 8.61% |
$501K - $533K
|
80.4K
$7.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.36K+ 182.69% |
$501K - $532K
|
9.85K
$930K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.3K+ 53.11% |
$495K - $527K
|
18.2K
$1.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
6.3KNew |
$495K - $526K
|
6.3K
$595K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.26K+ 1.98% |
$492K - $523K
|
322K
$30.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
6.04K+ 2.65% |
$475K - $505K
|
234K
$22.1M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.97K+ 44.98% |
$470K - $499K
|
19.2K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.93KNew |
$467K - $496K
|
5.93K
$560K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.54K+ 73.67% |
$436K - $463K
|
13.1K
$1.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.5K+ 6.05% |
$432K - $459K
|
96.3K
$9.09M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.25KNew |
$413K - $439K
|
5.25K
$496K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.17K+ 34.86% |
$407K - $432K
|
20K
$1.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.17K+ 6.29% |
$406K - $432K
|
87.3K
$8.25M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.01K+ 12.5% |
$394K - $418K
|
45K
$4.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5K+ 2.07% |
$394K - $418K
|
246K
$23.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.95K+ 2.17% |
$390K - $414K
|
233K
$22M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.88K+ 12.04% |
$384K - $408K
|
45.4K
$4.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.88K+ 114.84% |
$383K - $408K
|
9.12K
$861K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.82KNew |
$379K - $403K
|
4.82K
$455K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.77K+ 87.46% |
$375K - $399K
|
10.2K
$965K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.62K+ 0.81% |
$363K - $386K
|
575K
$54.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.59K+ 100.26% |
$361K - $383K
|
9.16K
$865K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.44K+ 12.13% |
$349K - $371K
|
41K
$3.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.39KNew |
$345K - $367K
|
4.39K
$415K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.32K+ 22.05% |
$340K - $361K
|
23.9K
$2.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.29K+ 23.03% |
$337K - $358K
|
22.9K
$2.16M
|