Purchases and Sales Made in Q4 2024 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.2M+ 44.7% |
$1.68B - $1.84B
|
62.2M
$5.57B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.69MNew |
$235M - $257M
|
2.69M
$241M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.35M+ 3.97% |
$205M - $225M
|
61.6M
$5.52B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
894K+ 2.69% |
$78M - $85.4M
|
34.2M
$3.06B
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
770K+ 561.94% |
$67.2M - $73.5M
|
907K
$81.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
539K+ 9889.58% |
$47.1M - $51.5M
|
545K
$48.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
499K+ 6.68% |
$43.6M - $47.7M
|
7.98M
$714M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
308K+ 32.98% |
$26.9M - $29.4M
|
1.24M
$111M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
278KNew |
$24.3M - $26.6M
|
278K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
261K+ 164.2% |
$22.7M - $24.9M
|
419K
$37.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
218K+ 10.55% |
$19M - $20.8M
|
2.29M
$205M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
186K+ 4.7% |
$16.2M - $17.8M
|
4.15M
$372M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
183K+ 33.21% |
$16M - $17.5M
|
735K
$65.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
183K+ 761.5% |
$16M - $17.5M
|
207K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
179KNew |
$15.6M - $17.1M
|
179K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
139K+ 989.76% |
$12.1M - $13.3M
|
153K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
134KNew |
$11.7M - $12.8M
|
134K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
125K+ 321.69% |
$10.9M - $12M
|
164K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
105K+ 1.14% |
$9.17M - $10M
|
9.3M
$832M
|
|
|
Feb 06, 2025
Q4 2024
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
103K+ 189.2% |
$8.97M - $9.83M
|
157K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
90.3K+ 125.1% |
$7.88M - $8.63M
|
163K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
86.1K+ 3.54% |
$7.52M - $8.23M
|
2.52M
$225M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
78.7K+ 3.46% |
$6.87M - $7.52M
|
2.35M
$210M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
74.6KNew |
$6.51M - $7.12M
|
74.6K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Iridian Asset Management LLC
|
BUY
|
- |
72.5KNew |
$6.33M - $6.93M
|
72.5K
$6.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
71.7KNew |
$6.26M - $6.85M
|
71.7K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
68.5K+ 56.62% |
$5.98M - $6.54M
|
190K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
68.2K+ 523.48% |
$5.95M - $6.51M
|
81.2K
$7.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
64.9KNew |
$5.66M - $6.2M
|
64.9K
$5.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
62K+ 1.72% |
$5.41M - $5.93M
|
3.67M
$329M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
61.8KNew |
$5.39M - $5.9M
|
61.8K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61.3K+ 0.77% |
$5.35M - $5.86M
|
8.08M
$723M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
60.4K+ 635.79% |
$5.27M - $5.77M
|
69.9K
$6.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59.9K+ 171.56% |
$5.23M - $5.73M
|
94.9K
$8.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
59.1KNew |
$5.16M - $5.65M
|
59.1K
$5.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
56.3K+ 237.38% |
$4.91M - $5.38M
|
80.1K
$7.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
55.7K+ 19.4% |
$4.86M - $5.32M
|
343K
$30.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
48.9KNew |
$4.26M - $4.67M
|
48.9K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
45.4KNew |
$3.96M - $4.34M
|
45.4K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45K+ 6.51% |
$3.93M - $4.3M
|
736K
$65.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
43.9K+ 6.66% |
$3.83M - $4.19M
|
703K
$62.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
42.4K+ 342.35% |
$3.7M - $4.05M
|
54.8K
$4.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39.9K+ 0.99% |
$3.48M - $3.81M
|
4.07M
$364M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
38.7KNew |
$3.38M - $3.7M
|
38.7K
$3.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.8K+ 23.48% |
$3.21M - $3.51M
|
193K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
35.1K+ 200.21% |
$3.06M - $3.35M
|
52.6K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
34.8KNew |
$3.04M - $3.33M
|
34.8K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
34.5K+ 13.61% |
$3.01M - $3.3M
|
288K
$25.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
34.5KNew |
$3.01M - $3.29M
|
34.5K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
32.9KNew |
$2.87M - $3.14M
|
32.9K
$2.94M
|