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
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
200+ 0.91% |
$17.5K - $19.1K
|
22.2K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
192+ 2.07% |
$16.8K - $18.3K
|
9.47K
$871K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
174+ 3.28% |
$15.2K - $16.6K
|
5.47K
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
170+ 0.31% |
$14.8K - $16.2K
|
54.7K
$5.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
166+ 1.99% |
$14.5K - $15.9K
|
8.5K
$783K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
166+ 3.84% |
$14.5K - $15.9K
|
4.49K
$413K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
161+ 2.14% |
$14K - $15.4K
|
7.69K
$708K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
158+ 2.5% |
$13.8K - $15.1K
|
6.48K
$597K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
157+ 3.23% |
$13.7K - $15K
|
5.02K
$463K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
149New |
$13K - $14.2K
|
149
$13.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
149+ 0.9% |
$13K - $14.2K
|
16.7K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
144+ 3.76% |
$12.6K - $13.8K
|
3.98K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
121+ 2.04% |
$10.6K - $11.6K
|
6.05K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
117+ 28.06% |
$10.2K - $11.2K
|
534
$49.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
116+ 0.5% |
$10.1K - $11.1K
|
23.5K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
115+ 1.14% |
$10K - $11K
|
10.2K
$935K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
112+ 4.9% |
$9.77K - $10.7K
|
2.4K
$221K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
112+ 2.43% |
$9.77K - $10.7K
|
4.71K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
102+ 0.22% |
$8.9K - $9.74K
|
45.7K
$4.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
99+ 1.58% |
$8.64K - $9.46K
|
6.37K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
93+ 1.71% |
$8.11K - $8.88K
|
5.54K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
91+ 1.18% |
$7.94K - $8.69K
|
7.79K
$717K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
84+ 3.54% |
$7.33K - $8.02K
|
2.46K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
84+ 0.87% |
$7.33K - $8.02K
|
9.73K
$896K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
84+ 7.92% |
$7.33K - $8.02K
|
1.14K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
69+ 0.52% |
$6.02K - $6.59K
|
13.4K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
67+ 0.61% |
$5.85K - $6.4K
|
11K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
65+ 0.6% |
$5.67K - $6.21K
|
10.9K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
63+ 0.36% |
$5.5K - $6.02K
|
17.5K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
63+ 0.27% |
$5.5K - $6.02K
|
23.6K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 2.32% |
$5.15K - $5.64K
|
2.6K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
57+ 3.39% |
$4.97K - $5.44K
|
1.74K
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
50+ 1.16% |
$4.36K - $4.78K
|
4.36K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
48+ 5.72% |
$4.19K - $4.58K
|
887
$81.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
48+ 1.12% |
$4.19K - $4.58K
|
4.35K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
47+ 0.6% |
$4.1K - $4.49K
|
7.87K
$725K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
46+ 0.29% |
$4.01K - $4.39K
|
15.8K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
42+ 0.61% |
$3.66K - $4.01K
|
6.93K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
42+ 1.31% |
$3.66K - $4.01K
|
3.25K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
39+ 0.2% |
$3.4K - $3.73K
|
20K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
39+ 0.74% |
$3.4K - $3.73K
|
5.3K
$488K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.93% |
$3.4K - $3.73K
|
4.23K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 0.48% |
$3.14K - $3.44K
|
7.47K
$688K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
34+ 0.06% |
$2.97K - $3.25K
|
60.5K
$5.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
33+ 1.42% |
$2.88K - $3.15K
|
2.36K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$2.79K - $3.06K
|
32
$2.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
32+ 0.36% |
$2.79K - $3.06K
|
8.81K
$811K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
30+ 0.74% |
$2.62K - $2.87K
|
4.11K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
30+ 0.05% |
$2.62K - $2.87K
|
63.8K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
30+ 0.05% |
$2.62K - $2.87K
|
60.8K
$5.6M
|