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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.82K- 17.62% |
$420K - $460K
|
22.5K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.84K- 13.24% |
$422K - $462K
|
31.7K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.97K- 23.65% |
$433K - $474K
|
16K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.38K- 1.92% |
$469K - $513K
|
274K
$25.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.42K- 24.55% |
$473K - $518K
|
16.7K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.48K- 7.55% |
$478K - $524K
|
67.1K
$6.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.64K- 46.14% |
$492K - $539K
|
6.59K
$607K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5.78K- 43.78% |
$505K - $552K
|
7.43K
$685K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.01K- 4.15% |
$524K - $574K
|
139K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6.41K- 5.21% |
$559K - $612K
|
117K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-6.64K- 12.76% |
$579K - $634K
|
45.4K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.8K- 4.4% |
$593K - $650K
|
148K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-7.02K- 0.18% |
$612K - $670K
|
3.8M
$350M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-7.34K- 19.68% |
$640K - $701K
|
29.9K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.48K- 7.8% |
$652K - $714K
|
88.4K
$8.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.52K- 1.69% |
$656K - $718K
|
436K
$40.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-8.75K- 11.07% |
$764K - $836K
|
70.3K
$6.48M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 89.26% |
$922K - $1.01M
|
1.27K
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-14K- 0.81% |
$1.22M - $1.34M
|
1.72M
$158M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-14.3K- 4.26% |
$1.25M - $1.36M
|
321K
$29.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-15.7K- 2.67% |
$1.37M - $1.5M
|
571K
$52.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-16.3K- 1.66% |
$1.42M - $1.56M
|
967K
$89.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-16.9K- 45.31% |
$1.48M - $1.62M
|
20.4K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-19.2K- 12.33% |
$1.68M - $1.83M
|
137K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22.9K- 38.41% |
$2M - $2.18M
|
36.7K
$3.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-24K- 2.58% |
$2.09M - $2.29M
|
906K
$83.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-24.5K- 7.13% |
$2.14M - $2.34M
|
319K
$29.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-29.6K- 3.27% |
$2.58M - $2.83M
|
876K
$80.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36.8K- 3.8% |
$3.21M - $3.51M
|
932K
$85.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-37.8K- 23.01% |
$3.3M - $3.61M
|
127K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42.1K- 99.91% |
$3.67M - $4.02M
|
40
$3.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.4K- 8.04% |
$3.7M - $4.05M
|
485K
$44.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-50.2K- 2.28% |
$4.38M - $4.8M
|
2.15M
$198M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-72.9K- 0.54% |
$6.36M - $6.96M
|
13.4M
$1.24B
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-100K- 10.62% |
$8.75M - $9.58M
|
844K
$77.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-184K- 78.81% |
$16M - $17.5M
|
49.4K
$4.55M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-470K- 98.12% |
$41M - $44.9M
|
9.02K
$832K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-494K- 51.74% |
$43.1M - $47.2M
|
461K
$42.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-529K- 97.07% |
$46.1M - $50.5M
|
15.9K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.2M- 10.42% |
$192M - $210M
|
18.9M
$1.74B
|