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 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-7- 0.26% |
$611 - $669
|
2.64K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-8- 0.01% |
$698 - $764
|
92.5K
$8.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-9- 0.26% |
$785 - $860
|
3.42K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9- 8.74% |
$785 - $860
|
94
$8.68K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-11- 0.18% |
$960 - $1.05K
|
6.17K
$569K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 2.15% |
$960 - $1.05K
|
501
$46.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-14- 0.26% |
$1.22K - $1.34K
|
5.44K
$502K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-14- 0.14% |
$1.22K - $1.34K
|
9.71K
$896K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-16- 0.54% |
$1.4K - $1.53K
|
2.92K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-18- 0.47% |
$1.57K - $1.72K
|
3.84K
$354K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-23- 0.57% |
$2.01K - $2.2K
|
4.04K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-24- 0.09% |
$2.09K - $2.29K
|
25.4K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-24- 0.52% |
$2.09K - $2.29K
|
4.62K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-24- 0.09% |
$2.09K - $2.29K
|
25.6K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-25- 0.14% |
$2.18K - $2.39K
|
17.8K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-25- 0.59% |
$2.18K - $2.39K
|
4.19K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-26- 0.57% |
$2.27K - $2.48K
|
4.57K
$422K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-28- 0.11% |
$2.44K - $2.67K
|
24.7K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-29- 0.6% |
$2.53K - $2.77K
|
4.84K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-29- 18.95% |
$2.53K - $2.77K
|
124
$11.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-30- 4.34% |
$2.62K - $2.87K
|
661
$61K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-31- 0.29% |
$2.7K - $2.96K
|
10.8K
$998K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-31- 0.04% |
$2.7K - $2.96K
|
77.5K
$7.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-32- 0.02% |
$2.79K - $3.06K
|
172K
$15.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-33- 0.87% |
$2.88K - $3.15K
|
3.78K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-35- 0.96% |
$3.05K - $3.34K
|
3.62K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-35- 0.12% |
$3.05K - $3.34K
|
28.5K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-35- 0.22% |
$3.05K - $3.34K
|
15.9K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-40- 0.17% |
$3.49K - $3.82K
|
23.2K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-40- 0.71% |
$3.49K - $3.82K
|
5.56K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-42- 1.17% |
$3.66K - $4.01K
|
3.56K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 0.66% |
$3.93K - $4.3K
|
6.81K
$629K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-48- 0.7% |
$4.19K - $4.58K
|
6.76K
$624K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-48- 0.36% |
$4.19K - $4.58K
|
13.2K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-49- 0.47% |
$4.28K - $4.68K
|
10.5K
$967K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.19% |
$4.36K - $4.78K
|
25.9K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-50- 0.29% |
$4.36K - $4.78K
|
17.4K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 1.93% |
$4.36K - $4.78K
|
2.54K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-51- 2.2% |
$4.45K - $4.87K
|
2.27K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-52- 1.98% |
$4.54K - $4.97K
|
2.57K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-52- 0.22% |
$4.54K - $4.97K
|
23.5K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-53- 0.2% |
$4.62K - $5.06K
|
26.7K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-54- 0.62% |
$4.71K - $5.16K
|
8.6K
$794K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-55- 2.28% |
$4.8K - $5.25K
|
2.36K
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-55- 1.65% |
$4.8K - $5.25K
|
3.28K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-56- 0.41% |
$4.89K - $5.35K
|
13.5K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-59- 4.2% |
$5.15K - $5.64K
|
1.35K
$124K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-62- 1.29% |
$5.41K - $5.92K
|
4.75K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-64- 12.24% |
$5.58K - $6.11K
|
459
$42.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-64- 1.22% |
$5.58K - $6.11K
|
5.2K
$480K
|