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 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-73- 4.16% |
$6.37K - $6.97K
|
1.68K
$155K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-76- 1.08% |
$6.63K - $7.26K
|
6.94K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-76- 1.7% |
$6.63K - $7.26K
|
4.39K
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-80- 0.5% |
$6.98K - $7.64K
|
15.9K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-85- 2.31% |
$7.42K - $8.12K
|
3.6K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-90- 0.18% |
$7.85K - $8.6K
|
49K
$4.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-98- 1.39% |
$8.55K - $9.36K
|
6.96K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-100- 0.72% |
$8.73K - $9.55K
|
13.8K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-100- 3.85% |
$8.73K - $9.55K
|
2.5K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 1.89% |
$8.73K - $9.55K
|
5.19K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-100- 1.0% |
$8.73K - $9.55K
|
9.86K
$910K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-100- 1.42% |
$8.73K - $9.55K
|
6.94K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-101- 3.12% |
$8.81K - $9.65K
|
3.14K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-106- 2.55% |
$9.25K - $10.1K
|
4.06K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-110- 0.33% |
$9.6K - $10.5K
|
33.3K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-112- 2.21% |
$9.77K - $10.7K
|
4.95K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-112- 1.02% |
$9.77K - $10.7K
|
10.8K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-113- 1.22% |
$9.86K - $10.8K
|
9.16K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-114- 1.38% |
$9.95K - $10.9K
|
8.15K
$752K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-115- 1.65% |
$10K - $11K
|
6.87K
$634K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-121- 1.91% |
$10.6K - $11.6K
|
6.22K
$574K
|
|
|
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
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-131- 0.23% |
$11.4K - $12.5K
|
58.1K
$5.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-132- 0.98% |
$11.5K - $12.6K
|
13.3K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-136- 3.01% |
$11.9K - $13K
|
4.38K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-138- 0.43% |
$12K - $13.2K
|
32.3K
$2.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-142- 1.36% |
$12.4K - $13.6K
|
10.3K
$948K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-142- 25.36% |
$12.4K - $13.6K
|
418
$38.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-142- 0.49% |
$12.4K - $13.6K
|
28.7K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-145- 0.17% |
$12.7K - $13.9K
|
84.6K
$7.81M
|
|
|
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
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-164- 2.71% |
$14.3K - $15.7K
|
5.88K
$543K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-164- 0.9% |
$14.3K - $15.7K
|
18.1K
$1.67M
|
|
|
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
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-167- 0.48% |
$14.6K - $16K
|
34.4K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-170- 5.42% |
$14.8K - $16.2K
|
2.97K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-173- 13.97% |
$15.1K - $16.5K
|
1.07K
$98.3K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-175- 0.57% |
$15.3K - $16.7K
|
30.5K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-176- 3.24% |
$15.4K - $16.8K
|
5.26K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-185- 3.67% |
$16.1K - $17.7K
|
4.86K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-193- 0.8% |
$16.8K - $18.4K
|
24K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-198- 32.25% |
$17.3K - $18.9K
|
416
$38.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-198- 2.07% |
$17.3K - $18.9K
|
9.35K
$863K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-202- 16.29% |
$17.6K - $19.3K
|
1.04K
$95.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-209- 7.84% |
$18.2K - $20K
|
2.46K
$227K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-212- 3.1% |
$18.5K - $20.3K
|
6.62K
$611K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-215- 7.38% |
$18.8K - $20.5K
|
2.7K
$249K
|