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 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-400- 5.28% |
$30.1K - $33.6K
|
7.17K
$655K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-405- 0.1% |
$30.5K - $34.1K
|
420K
$38.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-406- 6.93% |
$30.6K - $34.1K
|
5.45K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-408- 0.08% |
$30.8K - $34.3K
|
542K
$49.5M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-409- 75.32% |
$30.8K - $34.4K
|
134
$12.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-411- 26.65% |
$31K - $34.6K
|
1.13K
$103K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-421- 6.8% |
$31.7K - $35.4K
|
5.77K
$527K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-430- 1.7% |
$32.4K - $36.2K
|
24.8K
$2.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-430- 5.64% |
$32.4K - $36.2K
|
7.2K
$657K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-436- 0.8% |
$32.9K - $36.7K
|
54.1K
$4.95M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-445- 1.52% |
$33.5K - $37.4K
|
28.9K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-448- 15.27% |
$33.8K - $37.7K
|
2.49K
$227K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-450- 8.23% |
$33.9K - $37.8K
|
5.02K
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-450- 0.74% |
$33.9K - $37.8K
|
60.7K
$5.54M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-455- 8.63% |
$34.3K - $38.3K
|
4.82K
$440K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-457- 1.06% |
$34.4K - $38.4K
|
42.5K
$3.88M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-461- 3.43% |
$34.7K - $38.8K
|
13K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-462- 2.99% |
$34.8K - $38.8K
|
15K
$1.37M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-485- 2.91% |
$36.6K - $40.8K
|
16.2K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-500- 9.9% |
$37.7K - $42K
|
4.55K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-509- 0.59% |
$38.4K - $42.8K
|
86.2K
$7.87M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-512- 3.32% |
$38.6K - $43.1K
|
14.9K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-515- 5.64% |
$38.8K - $43.3K
|
8.62K
$787K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-515- 2.03% |
$38.8K - $43.3K
|
24.9K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-517- 1.37% |
$39K - $43.5K
|
37.1K
$3.39M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-517- 15.07% |
$39K - $43.5K
|
2.91K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-517- 13.71% |
$39K - $43.5K
|
3.26K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-525- 8.14% |
$39.6K - $44.1K
|
5.93K
$541K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-551- 3.91% |
$41.5K - $46.3K
|
13.6K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-554- 18.5% |
$41.8K - $46.6K
|
2.44K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-569- 1.08% |
$42.9K - $47.8K
|
52.1K
$4.76M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-572- 16.31% |
$43.1K - $48.1K
|
2.94K
$268K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-575- 0.05% |
$43.3K - $48.4K
|
1.19M
$109M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-579- 2.08% |
$43.6K - $48.7K
|
27.3K
$2.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-584- 6.92% |
$44K - $49.1K
|
7.85K
$717K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-587- 93.32% |
$44.2K - $49.4K
|
42
$3.84K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-587- 0.79% |
$44.2K - $49.4K
|
73.6K
$6.72M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-589- 3.26% |
$44.4K - $49.5K
|
17.5K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-618- 4.3% |
$46.6K - $52K
|
13.8K
$1.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-634- 8.55% |
$47.8K - $53.3K
|
6.78K
$619K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-644- 19.86% |
$48.5K - $54.2K
|
2.6K
$237K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-675- 0.95% |
$50.9K - $56.8K
|
70.4K
$6.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-678- 1.66% |
$51.1K - $57K
|
40.2K
$3.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-696- 3.9% |
$52.5K - $58.5K
|
17.2K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-702- 15.58% |
$52.9K - $59K
|
3.8K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-726- 1.74% |
$54.7K - $61K
|
41K
$3.74M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-765- 21.46% |
$57.7K - $64.3K
|
2.8K
$256K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-770- 12.59% |
$58K - $64.7K
|
5.34K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-774- 19.05% |
$58.3K - $65.1K
|
3.29K
$300K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-778- 2.48% |
$58.6K - $65.4K
|
30.6K
$2.8M
|