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
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70+ 1.09% |
$5.51K - $5.85K
|
6.5K
$600K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
68+ 0.1% |
$5.35K - $5.68K
|
65K
$6M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
66+ 1.29% |
$5.19K - $5.52K
|
5.18K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
59+ 1.25% |
$4.64K - $4.93K
|
4.77K
$440K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
59+ 0.7% |
$4.64K - $4.93K
|
8.51K
$785K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
59+ 0.36% |
$4.64K - $4.93K
|
16.6K
$1.53M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
51+ 0.19% |
$4.01K - $4.26K
|
26.6K
$2.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
49+ 0.44% |
$3.85K - $4.1K
|
11.2K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
48+ 1.56% |
$3.78K - $4.01K
|
3.13K
$289K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
46+ 7.67% |
$3.62K - $3.85K
|
646
$59.6K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
45+ 0.42% |
$3.54K - $3.76K
|
10.7K
$988K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 0.84% |
$3.54K - $3.76K
|
5.42K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
43+ 1.36% |
$3.38K - $3.59K
|
3.22K
$297K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
41+ 0.24% |
$3.23K - $3.43K
|
17.3K
$1.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
40+ 0.78% |
$3.15K - $3.34K
|
5.2K
$480K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
39+ 1.4% |
$3.07K - $3.26K
|
2.83K
$262K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
38+ 64.41% |
$2.99K - $3.18K
|
97
$8.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
37+ 1.39% |
$2.91K - $3.09K
|
2.69K
$249K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
36+ 1.42% |
$2.83K - $3.01K
|
2.56K
$237K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
36+ 180.0% |
$2.83K - $3.01K
|
56
$5.17K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32+ 0.3% |
$2.52K - $2.67K
|
10.6K
$976K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
30+ 0.1% |
$2.36K - $2.51K
|
28.8K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
26+ 0.26% |
$2.05K - $2.17K
|
9.93K
$916K
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.27% |
$2.05K - $2.17K
|
9.68K
$893K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
25+ 0.16% |
$1.97K - $2.09K
|
15.8K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24+ 5.97% |
$1.89K - $2.01K
|
426
$39.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
24+ 0.28% |
$1.89K - $2.01K
|
8.74K
$807K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
23+ 0.2% |
$1.81K - $1.92K
|
11.5K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
22+ 0.25% |
$1.73K - $1.84K
|
8.71K
$804K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
22+ 0.03% |
$1.73K - $1.84K
|
67.1K
$6.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
22+ 0.24% |
$1.73K - $1.84K
|
9.32K
$860K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
19+ 0.27% |
$1.49K - $1.59K
|
7.17K
$662K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18+ 0.2% |
$1.42K - $1.5K
|
9.1K
$840K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
15+ 2.14% |
$1.18K - $1.25K
|
717
$66.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
15+ 0.2% |
$1.18K - $1.25K
|
7.68K
$709K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13+ 0.26% |
$1.02K - $1.09K
|
5.03K
$464K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
13+ 0.26% |
$1.02K - $1.09K
|
5.04K
$465K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
13+ 0.27% |
$1.02K - $1.09K
|
4.85K
$447K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12+ 0.17% |
$944 - $1K
|
7.07K
$652K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
12+ 0.34% |
$944 - $1K
|
3.57K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
11+ 0.16% |
$865 - $919
|
6.86K
$633K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
11+ 0.02% |
$865 - $919
|
53.5K
$4.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 1.02% |
$865 - $919
|
1.09K
$100K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$865 - $919
|
11
$1.02K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10+ 10.2% |
$787 - $836
|
108
$9.97K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
10New |
$787 - $836
|
10
$923
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10+ 0.25% |
$787 - $836
|
4K
$369K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.23% |
$708 - $752
|
3.85K
$355K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9+ 0.26% |
$708 - $752
|
3.45K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
8+ 0.02% |
$629 - $669
|
35.6K
$3.28M
|