Purchases and Sales Made in Q2 2024 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 29, 2024 Q2 2024
Financial Advisory Service, Inc.

BUY
 -
548
+ 1.84%
$43.1K - $45.8K
30.3K $2.89M
Aug 05, 2024 Q2 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
539
+ 0.98%
$42.4K - $45.1K
55.4K $5.28M
Aug 13, 2024 Q2 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
532
+ 200.75%
$41.8K - $44.5K
797 $76K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
512
New
$40.3K - $42.8K
512 $48.8K
Jul 25, 2024 Q2 2024
Washington Trust Advisors, Inc.

BUY
 -
508
+ 71.45%
$40K - $42.5K
1.22K $116K
Jul 15, 2024 Q2 2024
Trust CO

BUY
 -
501
+ 11.51%
$39.4K - $41.9K
4.85K $463K
Jul 23, 2024 Q2 2024
Cultivar Capital, Inc.

Denton, TX
BUY
 -
500
New
$39.3K - $41.8K
500 $47.7K
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
500
+ 1.43%
$39.3K - $41.8K
35.5K $3.39M
Jul 22, 2024 Q2 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
495
+ 0.72%
$38.9K - $41.4K
69.5K $6.62M
Aug 02, 2024 Q2 2024
National Bank Of Canada

BUY
 -
468
+ 43.33%
$36.8K - $39.1K
1.55K $148K
Jul 30, 2024 Q2 2024
Lee Danner & Bass Inc

BUY
 -
454
+ 6.55%
$35.7K - $37.9K
7.38K $704K
Jul 30, 2024 Q2 2024
Activest Wealth Management

BUY
 -
436
New
$34.3K - $36.4K
436 $41.6K
Jul 22, 2024 Q2 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
429
+ 3.21%
$33.7K - $35.9K
13.8K $1.31M
Jul 26, 2024 Q2 2024
Hapanowicz & Associates Financial Services, Inc

BUY
 -
428
+ 1.93%
$33.7K - $35.8K
22.7K $2.16M
Jul 25, 2024 Q2 2024
Tranquility Partners, LLC

BUY
 -
415
+ 6.83%
$32.6K - $34.7K
6.49K $619K
Aug 14, 2024 Q2 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
401
+ 5.6%
$31.5K - $33.5K
7.57K $721K
Aug 12, 2024 Q2 2024
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
400
+ 5.3%
$31.5K - $33.4K
7.95K $758K
Jul 16, 2024 Q2 2024
Monetary Management Group Inc

St Louis, MO
BUY
 -
400
+ 3.0%
$31.5K - $33.4K
13.8K $1.31M
Jul 30, 2024 Q2 2024
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
390
+ 8.15%
$30.7K - $32.6K
5.18K $493K
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
384
+ 33.95%
$30.2K - $32.1K
1.52K $144K
Jul 26, 2024 Q2 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
379
+ 7.22%
$29.8K - $31.7K
5.63K $536K
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
363
+ 9.78%
$28.6K - $30.3K
4.08K $388K
Aug 14, 2024 Q2 2024
Brown Advisory Inc

BUY
 -
346
+ 0.11%
$27.2K - $28.9K
306K $29.2M
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
345
+ 32.03%
$27.1K - $28.8K
1.42K $136K
Aug 13, 2024 Q2 2024
Fca Corp

Houston, TX
BUY
 -
338
+ 1.04%
$26.6K - $28.3K
33K $3.14M
Jul 24, 2024 Q2 2024
Paladin Advisory Group, LLC

BUY
 -
337
New
$26.5K - $28.2K
337 $32.1K
Aug 14, 2024 Q2 2024
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
332
+ 7.45%
$26.1K - $27.8K
4.79K $457K
Oct 28, 2024 Q2 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
324
+ 69.53%
$25.5K - $27.1K
790 $75.3K
Nov 22, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
319
+ 5.64%
$25.1K - $26.7K
5.98K $570K
Aug 13, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
319
+ 5.64%
$25.1K - $26.7K
5.98K $570K
Aug 09, 2024 Q2 2024
Davis R M Inc

Portland, ME
BUY
 -
307
+ 1.94%
$24.1K - $25.7K
16.1K $1.54M
Jul 26, 2024 Q2 2024
Detalus Advisors, LLC

BUY
 -
302
+ 8.99%
$23.8K - $25.2K
3.66K $349K
Jul 16, 2024 Q2 2024
Community Bank Of Raymore

BUY
 -
300
+ 7.64%
$23.6K - $25.1K
4.23K $403K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
300
New
$23.6K - $25.1K
300 $28.6K
Jul 25, 2024 Q2 2024
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
282
+ 0.37%
$22.2K - $23.6K
75.7K $7.22M
Jul 22, 2024 Q2 2024
Ifg Advisors, LLC

BUY
 -
281
+ 1.83%
$22.1K - $23.5K
15.6K $1.49M
Jul 31, 2024 Q2 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
276
+ 24.19%
$21.7K - $23.1K
1.42K $135K
Jul 16, 2024 Q2 2024
Country Club Bank

BUY
 -
275
+ 0.51%
$21.6K - $23K
54.4K $5.19M
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
266
+ 9.08%
$20.9K - $22.2K
3.2K $305K
Aug 13, 2024 Q2 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
254
+ 0.47%
$20K - $21.2K
54.4K $5.19M
Aug 06, 2024 Q2 2024
North Rock Partners, LLC

BUY
 -
254
+ 4.0%
$20K - $21.2K
6.6K $629K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
253
+ 69.13%
$19.9K - $21.1K
619 $59K
Jul 31, 2024 Q2 2024
Spire Wealth Management

BUY
 -
245
+ 0.61%
$19.3K - $20.5K
40.5K $3.86M
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
236
New
$18.6K - $19.7K
236 $22.5K
Jul 24, 2024 Q2 2024
Advisory Resource Group

BUY
 -
229
+ 3.85%
$18K - $19.1K
6.18K $589K
Jul 30, 2024 Q2 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
223
+ 1.97%
$17.5K - $18.6K
11.6K $1.1M
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
209
New
$16.4K - $17.5K
209 $19.9K
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
209
+ 1.23%
$16.4K - $17.5K
17.2K $1.64M
Jul 03, 2024 Q2 2024
Hilltop Wealth Advisors, LLC

BUY
 -
204
+ 0.93%
$16K - $17.1K
22.1K $2.11M

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