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 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.37K- 24.03% |
$480K - $536K
|
20.1K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.58K- 5.48% |
$496K - $553K
|
114K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-6.92K- 78.74% |
$522K - $582K
|
1.87K
$171K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6.94K- 25.27% |
$523K - $584K
|
20.5K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.02K- 0.3% |
$529K - $590K
|
2.31M
$211M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-7.3K- 7.15% |
$550K - $614K
|
94.8K
$8.66M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.54K- 12.44% |
$568K - $634K
|
53K
$4.84M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.78K- 5.4% |
$587K - $654K
|
136K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.87K- 56.45% |
$593K - $662K
|
6.07K
$555K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.95K- 11.88% |
$599K - $668K
|
58.9K
$5.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8K- 45.02% |
$603K - $673K
|
9.77K
$892K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-8.12K- 7.03% |
$612K - $683K
|
107K
$9.81M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.3K- 8.56% |
$625K - $698K
|
88.6K
$8.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-8.67K- 30.66% |
$653K - $729K
|
19.6K
$1.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.71K- 4.13% |
$657K - $733K
|
202K
$18.5M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.79K- 2.71% |
$662K - $739K
|
316K
$28.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-9.05K- 13.64% |
$682K - $761K
|
57.3K
$5.23M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.33K- 1.28% |
$703K - $784K
|
721K
$65.8M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9.48K- 64.13% |
$714K - $797K
|
5.3K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-9.73K- 66.5% |
$733K - $818K
|
4.9K
$448K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.76K- 17.6% |
$735K - $820K
|
45.7K
$4.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-10.3K- 64.18% |
$777K - $867K
|
5.75K
$525K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-11.2K- 50.05% |
$846K - $944K
|
11.2K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.2K- 8.76% |
$847K - $945K
|
117K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.6K- 0.31% |
$876K - $977K
|
3.75M
$343M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-11.9K- 13.17% |
$893K - $997K
|
78.2K
$7.14M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.9K- 40.91% |
$897K - $1M
|
17.2K
$1.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12.1K- 15.36% |
$910K - $1.02M
|
66.6K
$6.08M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-12.5K- 7.07% |
$945K - $1.05M
|
165K
$15.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-13.6K- 1.65% |
$1.02M - $1.14M
|
811K
$74M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-13.9K- 13.57% |
$1.05M - $1.17M
|
88.4K
$8.08M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.2K- 29.44% |
$1.07M - $1.19M
|
34K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-15.2K- 37.99% |
$1.15M - $1.28M
|
24.8K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.8K- 4.86% |
$1.19M - $1.33M
|
309K
$28.2M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 92.81% |
$1.21M - $1.35M
|
1.25K
$114K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-16.4K- 59.5% |
$1.24M - $1.38M
|
11.2K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17K- 2.11% |
$1.28M - $1.43M
|
789K
$72M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-17.7K- 53.18% |
$1.33M - $1.49M
|
15.6K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-18.5K- 30.85% |
$1.39M - $1.56M
|
41.5K
$3.79M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.5K- 41.4% |
$1.4M - $1.56M
|
26.2K
$2.39M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-19.6K- 0.52% |
$1.48M - $1.65M
|
3.77M
$344M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-22.5K- 22.94% |
$1.69M - $1.89M
|
75.5K
$6.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-22.5K- 2.8% |
$1.69M - $1.89M
|
779K
$71.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23.6K- 1.02% |
$1.78M - $1.98M
|
2.29M
$209M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.6K- 4.1% |
$1.78M - $1.99M
|
552K
$50.5M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-26.1K- 70.06% |
$1.96M - $2.19M
|
11.1K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27K- 21.47% |
$2.03M - $2.27M
|
98.7K
$9.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-27.7K- 99.7% |
$2.08M - $2.33M
|
82
$7.49K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28.6K- 11.21% |
$2.15M - $2.4M
|
226K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28.9K- 2.9% |
$2.18M - $2.43M
|
971K
$88.7M
|