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 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.8K- 1.53% |
$211K - $236K
|
181K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.81K- 6.41% |
$211K - $236K
|
41K
$3.74M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.85K- 3.29% |
$215K - $239K
|
83.7K
$7.65M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.85K- 2.57% |
$215K - $239K
|
108K
$9.86M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.86K- 23.98% |
$215K - $240K
|
9.07K
$828K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.87K- 22.58% |
$216K - $241K
|
9.83K
$898K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3K- 2.31% |
$226K - $252K
|
127K
$11.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.02K- 3.09% |
$227K - $254K
|
94.4K
$8.63M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 12.28% |
$231K - $258K
|
21.9K
$2M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-3.09KClosed |
$233K - $260K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 23.69% |
$235K - $263K
|
10.1K
$919K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.13K- 24.93% |
$236K - $263K
|
9.43K
$861K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-3.14K- 5.08% |
$236K - $264K
|
58.6K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.15K- 2.47% |
$237K - $265K
|
124K
$11.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-3.16K- 14.52% |
$238K - $266K
|
18.6K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.18K- 6.05% |
$239K - $267K
|
49.3K
$4.5M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.21K- 4.45% |
$242K - $270K
|
69K
$6.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-3.26K- 0.93% |
$246K - $274K
|
347K
$31.7M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-3.29K- 3.56% |
$248K - $277K
|
89K
$8.13M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.34K- 1.2% |
$252K - $281K
|
275K
$25.1M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.43K- 4.71% |
$258K - $288K
|
69.4K
$6.33M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.49K- 6.64% |
$263K - $294K
|
49.1K
$4.48M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.69K- 18.78% |
$278K - $310K
|
16K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.72K- 95.65% |
$280K - $313K
|
169
$15.4K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.76K- 20.23% |
$283K - $316K
|
14.8K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.8K- 0.91% |
$286K - $320K
|
416K
$38M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.87K- 51.24% |
$292K - $326K
|
3.69K
$337K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 13.78% |
$297K - $332K
|
24.7K
$2.25M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.17K- 8.87% |
$315K - $351K
|
42.9K
$3.91M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.18K- 55.07% |
$315K - $352K
|
3.41K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.26K- 0.21% |
$321K - $359K
|
2.02M
$185M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.35K- 22.27% |
$328K - $365K
|
15.2K
$1.39M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-4.38K- 4.17% |
$330K - $368K
|
101K
$9.18M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.47K- 6.2% |
$337K - $376K
|
67.7K
$6.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.53K- 0.48% |
$341K - $381K
|
948K
$86.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-4.6K- 6.6% |
$347K - $387K
|
65.1K
$5.94M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.81K- 57.99% |
$362K - $404K
|
3.48K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.89K- 0.87% |
$369K - $411K
|
556K
$50.8M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-5.04K- 22.94% |
$380K - $423K
|
16.9K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-5.17K- 63.88% |
$389K - $434K
|
2.92K
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-5.21K- 3.52% |
$393K - $438K
|
143K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.22K- 27.09% |
$394K - $439K
|
14.1K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.3K- 0.81% |
$400K - $446K
|
653K
$59.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-5.3K- 0.58% |
$400K - $446K
|
908K
$83M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-5.36K- 1.94% |
$404K - $450K
|
271K
$24.8M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-5.38K- 4.44% |
$406K - $453K
|
116K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.78K- 0.61% |
$435K - $486K
|
935K
$85.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-5.91K- 3.11% |
$445K - $497K
|
184K
$16.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.97K- 0.93% |
$450K - $502K
|
638K
$58.3M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.01K- 94.77% |
$453K - $506K
|
332
$30.3K
|