Purchases and Sales Made in Q1 2024 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-26- 0.01% |
$1.96K - $2.19K
|
208K
$19M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-26- 1.25% |
$1.96K - $2.19K
|
2.06K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-32- 0.3% |
$2.41K - $2.69K
|
10.7K
$980K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-35- 0.44% |
$2.64K - $2.94K
|
7.96K
$727K
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-36- 1.0% |
$2.71K - $3.03K
|
3.56K
$325K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-39- 0.66% |
$2.94K - $3.28K
|
5.9K
$539K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-40- 0.72% |
$3.01K - $3.36K
|
5.5K
$503K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-40- 0.23% |
$3.01K - $3.36K
|
17.4K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-40- 0.47% |
$3.01K - $3.36K
|
8.43K
$770K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-40- 0.13% |
$3.01K - $3.36K
|
30.4K
$2.78M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 2.42% |
$3.09K - $3.45K
|
1.65K
$151K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-42- 0.37% |
$3.17K - $3.53K
|
11.4K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-42- 0.67% |
$3.17K - $3.53K
|
6.25K
$571K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-43- 0.42% |
$3.24K - $3.62K
|
10.2K
$934K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-43- 0.73% |
$3.24K - $3.62K
|
5.86K
$536K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-43- 0.54% |
$3.24K - $3.62K
|
7.86K
$718K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-47- 10.47% |
$3.54K - $3.95K
|
402
$36.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-48- 0.47% |
$3.62K - $4.04K
|
10.1K
$924K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-48- 0.81% |
$3.62K - $4.04K
|
5.85K
$535K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-49- 1.81% |
$3.69K - $4.12K
|
2.67K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-50- 3.63% |
$3.77K - $4.2K
|
1.33K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-51- 0.34% |
$3.84K - $4.29K
|
15K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-52- 4.78% |
$3.92K - $4.37K
|
1.04K
$94.6K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-54- 45.76% |
$4.07K - $4.54K
|
64
$5.85K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-55- 1.24% |
$4.15K - $4.62K
|
4.39K
$401K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-57- 1.2% |
$4.3K - $4.79K
|
4.71K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-61- 0.55% |
$4.6K - $5.13K
|
11K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-61- 0.9% |
$4.6K - $5.13K
|
6.69K
$611K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-62- 1.27% |
$4.67K - $5.21K
|
4.83K
$441K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-64- 3.04% |
$4.82K - $5.38K
|
2.04K
$187K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-68- 1.61% |
$5.13K - $5.72K
|
4.14K
$379K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-73- 0.36% |
$5.5K - $6.14K
|
19.9K
$1.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-74- 57.36% |
$5.58K - $6.22K
|
55
$5.02K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-78- 1.01% |
$5.88K - $6.56K
|
7.67K
$700K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-79- 0.86% |
$5.95K - $6.64K
|
9.08K
$830K
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-80- 0.92% |
$6.03K - $6.73K
|
8.57K
$783K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-84- 0.46% |
$6.33K - $7.06K
|
18.3K
$1.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-85- 0.46% |
$6.41K - $7.15K
|
18.6K
$1.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-85- 2.38% |
$6.41K - $7.15K
|
3.49K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-90- 2.85% |
$6.78K - $7.57K
|
3.07K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-92- 4.54% |
$6.93K - $7.74K
|
1.93K
$177K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-92- 0.27% |
$6.93K - $7.74K
|
34.5K
$3.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-100- 8.33% |
$7.54K - $8.41K
|
1.1K
$100K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 0.7% |
$7.54K - $8.41K
|
14.1K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-101- 32.69% |
$7.61K - $8.49K
|
208
$19K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-103- 2.14% |
$7.76K - $8.66K
|
4.72K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-105- 0.17% |
$7.91K - $8.83K
|
62.2K
$5.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-105- 1.57% |
$7.91K - $8.83K
|
6.59K
$601K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.52% |
$7.99K - $8.91K
|
20.1K
$1.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-107- 3.55% |
$8.06K - $9K
|
2.91K
$265K
|