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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.4K- 49.69% |
$909K - $1M
|
11.5K
$1.02M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.6K- 15.42% |
$928K - $1.02M
|
63.7K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-12K- 94.91% |
$955K - $1.05M
|
641
$56.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12.9K- 49.92% |
$1.03M - $1.14M
|
13K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 2.54% |
$1.05M - $1.15M
|
502K
$44.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-13.5K- 31.68% |
$1.08M - $1.19M
|
29K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-13.8K- 1.88% |
$1.1M - $1.22M
|
720K
$63.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-13.8K- 1.88% |
$1.1M - $1.22M
|
720K
$63.5M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-13.8K- 1.19% |
$1.11M - $1.22M
|
1.15M
$101M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.9K- 7.32% |
$1.11M - $1.23M
|
176K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14.4K- 5.32% |
$1.15M - $1.27M
|
256K
$22.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-14.6K- 27.85% |
$1.17M - $1.29M
|
37.9K
$3.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-14.9K- 54.33% |
$1.19M - $1.31M
|
12.5K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-15.4K- 29.78% |
$1.23M - $1.36M
|
36.4K
$3.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 1.35% |
$1.24M - $1.37M
|
1.13M
$99.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-15.7K- 11.31% |
$1.25M - $1.38M
|
123K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-17.4K- 57.16% |
$1.39M - $1.53M
|
13K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-17.9K- 67.36% |
$1.43M - $1.58M
|
8.7K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-18.7K- 4.47% |
$1.5M - $1.65M
|
400K
$35.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-18.8K- 1.19% |
$1.5M - $1.66M
|
1.57M
$138M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.1K- 1.93% |
$1.52M - $1.68M
|
971K
$85.7M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-19.3K- 6.0% |
$1.55M - $1.71M
|
303K
$26.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.8K- 11.25% |
$1.59M - $1.75M
|
156K
$13.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-20.1K- 3.31% |
$1.61M - $1.77M
|
587K
$51.8M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-21.4K- 12.26% |
$1.71M - $1.89M
|
153K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.6K- 27.07% |
$1.72M - $1.9M
|
58.1K
$5.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-21.8K- 62.2% |
$1.74M - $1.92M
|
13.2K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-22.3K- 13.17% |
$1.78M - $1.97M
|
147K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.7K- 2.03% |
$1.97M - $2.18M
|
1.19M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-24.9K- 6.05% |
$1.99M - $2.2M
|
387K
$34.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-26.2K- 2.6% |
$2.09M - $2.31M
|
984K
$86.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-26.9K- 4.83% |
$2.15M - $2.37M
|
531K
$46.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-27.2K- 94.58% |
$2.17M - $2.39M
|
1.56K
$137K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.3K- 5.55% |
$2.18M - $2.4M
|
464K
$41M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.1K- 57.74% |
$2.25M - $2.48M
|
20.6K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-28.6K- 27.02% |
$2.29M - $2.52M
|
77.3K
$6.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-29.4K- 69.59% |
$2.35M - $2.59M
|
12.8K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.4K- 3.44% |
$2.83M - $3.13M
|
996K
$88M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-35.6K- 52.59% |
$2.84M - $3.14M
|
32.1K
$2.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-38.4K- 2.17% |
$3.07M - $3.39M
|
1.73M
$153M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-41.6K- 1.08% |
$3.32M - $3.67M
|
3.81M
$336M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-42.2K- 7.64% |
$3.37M - $3.72M
|
510K
$45M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-44.6K- 95.03% |
$3.56M - $3.93M
|
2.33K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.3K- 15.58% |
$4.02M - $4.43M
|
272K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-50.7K- 12.18% |
$4.06M - $4.48M
|
366K
$32.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-51K- 2.26% |
$4.08M - $4.5M
|
2.2M
$194M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-62.6K- 1.7% |
$5.01M - $5.52M
|
3.61M
$319M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-67.6K- 85.92% |
$5.4M - $5.96M
|
11.1K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-68.6K- 3.21% |
$5.48M - $6.05M
|
2.07M
$183M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.8K- 11.53% |
$5.5M - $6.07M
|
528K
$46.6M
|