Purchases and Sales Made in Q3 2024 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 3.73% |
$1.84K - $2.03K
|
639
$54.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 0.17% |
$1.76K - $1.94K
|
13.3K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22New |
$1.76K - $1.94K
|
22
$1.88K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
20+ 0.32% |
$1.6K - $1.76K
|
6.36K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17+ 0.42% |
$1.36K - $1.5K
|
4.06K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
17+ 0.43% |
$1.36K - $1.5K
|
4K
$342K
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
16+ 0.56% |
$1.28K - $1.41K
|
2.85K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
15+ 8.88% |
$1.2K - $1.32K
|
184
$15.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
15+ 0.39% |
$1.2K - $1.32K
|
3.86K
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15+ 0.38% |
$1.2K - $1.32K
|
4.01K
$343K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15+ 0.44% |
$1.2K - $1.32K
|
3.46K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
14+ 0.45% |
$1.12K - $1.23K
|
3.16K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
14+ 0.04% |
$1.12K - $1.23K
|
35.6K
$3.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
14+ 0.12% |
$1.12K - $1.23K
|
11.2K
$961K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.24% |
$1.04K - $1.15K
|
5.48K
$469K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13+ 0.28% |
$1.04K - $1.15K
|
4.71K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13New |
$1.04K - $1.15K
|
13
$1.11K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
13+ 0.43% |
$1.04K - $1.15K
|
3.06K
$262K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
13+ 0.19% |
$1.04K - $1.15K
|
6.85K
$586K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 0.34% |
$959 - $1.06K
|
3.57K
$306K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12+ 0.09% |
$959 - $1.06K
|
13.9K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
11+ 0.22% |
$879 - $970
|
5K
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 0.13% |
$879 - $970
|
8.24K
$705K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
10+ 0.34% |
$799 - $882
|
2.94K
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$719 - $794
|
8.33K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.01% |
$719 - $794
|
77.1K
$6.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.11% |
$719 - $794
|
8.56K
$733K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
9+ 0.17% |
$719 - $794
|
5.26K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9+ 0.17% |
$719 - $794
|
5.3K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.08% |
$639 - $706
|
10.4K
$891K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
8+ 0.03% |
$639 - $706
|
24.7K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.4% |
$639 - $706
|
2.02K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.38% |
$639 - $706
|
2.14K
$183K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8+ 0.12% |
$639 - $706
|
6.81K
$583K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
8+ 0.02% |
$639 - $706
|
35.2K
$3.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 0.4% |
$559 - $617
|
1.75K
$150K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7+ 0.22% |
$559 - $617
|
3.14K
$268K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.07% |
$480 - $529
|
9.11K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.26% |
$480 - $529
|
2.34K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.05% |
$400 - $441
|
10.8K
$927K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
5+ 0.06% |
$400 - $441
|
8.36K
$715K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
5+ 0.1% |
$400 - $441
|
5.04K
$431K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$320 - $353
|
4.37K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.09% |
$240 - $265
|
3.51K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3+ 0.12% |
$240 - $265
|
2.48K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3New |
$240 - $265
|
3
$257
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.04% |
$240 - $265
|
6.67K
$571K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.05% |
$240 - $265
|
6.64K
$568K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.2% |
$240 - $265
|
1.53K
$131K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.06% |
$160 - $176
|
3.5K
$299K
|