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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-113- 1.22% |
$9.86K - $10.8K
|
9.16K
$844K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-114- 1.38% |
$9.95K - $10.9K
|
8.15K
$751K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-115- 1.65% |
$10K - $11K
|
6.87K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-121- 1.91% |
$10.6K - $11.6K
|
6.22K
$573K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-122- 2.94% |
$10.6K - $11.7K
|
4.02K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-125- 2.05% |
$10.9K - $11.9K
|
5.98K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-136- 3.01% |
$11.9K - $13K
|
4.38K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-138- 0.43% |
$12K - $13.2K
|
32.3K
$2.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-142- 25.36% |
$12.4K - $13.6K
|
418
$38.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-142- 1.36% |
$12.4K - $13.6K
|
10.3K
$947K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-148- 2.32% |
$12.9K - $14.1K
|
6.25K
$576K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-150- 0.1% |
$13.1K - $14.3K
|
149K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-164- 2.71% |
$14.3K - $15.7K
|
5.88K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-164- 0.9% |
$14.3K - $15.7K
|
18.1K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-165- 4.12% |
$14.4K - $15.8K
|
3.84K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-166- 3.8% |
$14.5K - $15.9K
|
4.2K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-167- 0.48% |
$14.6K - $16K
|
34.4K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-176- 3.24% |
$15.4K - $16.8K
|
5.26K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-193- 0.8% |
$16.8K - $18.4K
|
24K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-198- 32.25% |
$17.3K - $18.9K
|
416
$38.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-202- 16.29% |
$17.6K - $19.3K
|
1.04K
$95.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-215- 7.38% |
$18.8K - $20.5K
|
2.7K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-222- 3.73% |
$19.4K - $21.2K
|
5.73K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-224- 1.29% |
$19.5K - $21.4K
|
17.2K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-224- 1.26% |
$19.5K - $21.4K
|
17.6K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-226- 5.4% |
$19.7K - $21.6K
|
3.96K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-229- 4.01% |
$20K - $21.9K
|
5.49K
$505K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-229- 12.34% |
$20K - $21.9K
|
1.63K
$150K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-230- 0.8% |
$20.1K - $22K
|
28.4K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-231- 5.67% |
$20.2K - $22.1K
|
3.84K
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-237- 1.57% |
$20.7K - $22.6K
|
14.8K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-240- 2.46% |
$20.9K - $22.9K
|
9.53K
$878K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-244- 6.72% |
$21.3K - $23.3K
|
3.39K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-247- 1.19% |
$21.6K - $23.6K
|
20.5K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-251- 1.1% |
$21.9K - $24K
|
22.5K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-251- 3.05% |
$21.9K - $24K
|
7.99K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-258- 7.22% |
$22.5K - $24.6K
|
3.32K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-258- 0.4% |
$22.5K - $24.6K
|
63.8K
$5.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-263- 1.0% |
$22.9K - $25.1K
|
26.2K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-275- 0.92% |
$24K - $26.3K
|
29.7K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-279- 5.26% |
$24.3K - $26.7K
|
5.03K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-285- 2.23% |
$24.9K - $27.2K
|
12.5K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-296- 2.72% |
$25.8K - $28.3K
|
10.6K
$977K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-296- 0.32% |
$25.8K - $28.3K
|
92.6K
$8.53M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-303- 0.54% |
$26.4K - $28.9K
|
56.1K
$5.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-340- 5.73% |
$29.7K - $32.5K
|
5.59K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-342- 0.59% |
$29.8K - $32.7K
|
57.7K
$5.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-344- 0.76% |
$30K - $32.9K
|
44.9K
$4.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-352- 0.5% |
$30.7K - $33.6K
|
69.5K
$6.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-355- 10.89% |
$31K - $33.9K
|
2.9K
$268K
|