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
|
Argent Capital Management LLC
|
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.67KNew |
$233K - $255K
|
2.67K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2.5K+ 31.2% |
$218K - $239K
|
10.5K
$968K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.47KNew |
$216K - $236K
|
2.47K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.43KNew |
$212K - $232K
|
2.43K
$224K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.42KNew |
$211K - $231K
|
2.42K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.41KNew |
$211K - $231K
|
2.41K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.41K+ 10.44% |
$210K - $230K
|
25.5K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.36KNew |
$206K - $226K
|
2.36K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
2.34KNew |
$204K - $223K
|
2.34K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.32K+ 14.95% |
$203K - $222K
|
17.9K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.27KNew |
$198K - $217K
|
2.27K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.27K+ 4.15% |
$198K - $216K
|
56.9K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.24K+ 30.73% |
$195K - $214K
|
9.53K
$877K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.14K+ 14.9% |
$186K - $204K
|
16.5K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11K+ 0.88% |
$184K - $202K
|
242K
$22.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.1K+ 2.76% |
$183K - $200K
|
78.2K
$7.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.99K+ 4.71% |
$174K - $190K
|
44.2K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.97K+ 13.31% |
$172K - $188K
|
16.8K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.93K+ 47.71% |
$168K - $184K
|
5.96K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.92K+ 1.09% |
$168K - $183K
|
178K
$16.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.81KNew |
$158K - $173K
|
1.81K
$167K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.59K+ 1.04% |
$139K - $152K
|
155K
$14.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.56K+ 20.87% |
$136K - $149K
|
9.05K
$833K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.56K+ 2.1% |
$136K - $149K
|
75.6K
$6.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.45K+ 5.39% |
$127K - $139K
|
28.4K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.43K+ 7.41% |
$125K - $137K
|
20.8K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.33K+ 44.47% |
$116K - $127K
|
4.33K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.33K+ 3.07% |
$116K - $127K
|
44.7K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.27K+ 1.54% |
$111K - $121K
|
83.8K
$7.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 19.63% |
$109K - $119K
|
7.61K
$701K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.23K+ 40.33% |
$107K - $117K
|
4.27K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.2K+ 3.21% |
$105K - $115K
|
38.6K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.17K+ 18.08% |
$102K - $112K
|
7.66K
$705K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.16K+ 16.08% |
$101K - $110K
|
8.34K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.13K+ 5.82% |
$98.2K - $107K
|
20.5K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.12K+ 13.07% |
$98K - $107K
|
9.71K
$894K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 4.19% |
$92.7K - $101K
|
26.4K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.06K+ 4.04% |
$92K - $101K
|
27.2K
$2.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 172.33% |
$90.2K - $98.8K
|
1.63K
$150K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.02K+ 2.44% |
$89.3K - $97.7K
|
42.9K
$3.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
996+ 5.93% |
$86.9K - $95.1K
|
17.8K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
990New |
$86.4K - $94.6K
|
990
$91.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
968+ 5.79% |
$84.5K - $92.5K
|
17.7K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
883+ 31.09% |
$77K - $84.3K
|
3.72K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
833+ 0.09% |
$72.7K - $79.6K
|
923K
$85M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
824+ 1.73% |
$71.9K - $78.7K
|
48.4K
$4.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
823+ 7.43% |
$71.8K - $78.6K
|
11.9K
$1.1M
|