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 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
22.9K+ 5.75% |
$1.73M - $1.93M
|
421K
$38.5M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21.4K+ 158.59% |
$1.61M - $1.8M
|
34.9K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 15.7% |
$1.54M - $1.72M
|
151K
$13.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.7KNew |
$1.49M - $1.66M
|
19.7K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18.9K+ 69.87% |
$1.42M - $1.59M
|
45.9K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
17.4K+ 5.34% |
$1.31M - $1.46M
|
343K
$31.3M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
17K+ 46.46% |
$1.28M - $1.43M
|
53.5K
$4.88M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
16.9K+ 23.44% |
$1.27M - $1.42M
|
88.9K
$8.12M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.6K+ 144.33% |
$1.25M - $1.39M
|
28.1K
$2.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.4K+ 3.52% |
$1.23M - $1.38M
|
481K
$43.9M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
15.8KNew |
$1.19M - $1.33M
|
15.8K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
15.7KNew |
$1.19M - $1.32M
|
15.7K
$1.44M
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
15.4K+ 68.43% |
$1.16M - $1.29M
|
37.9K
$3.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15KNew |
$1.13M - $1.26M
|
15K
$1.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
14.5K+ 16.72% |
$1.09M - $1.22M
|
101K
$9.23M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.4K+ 2.8% |
$1.08M - $1.21M
|
527K
$48.1M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
14.1K+ 15.37% |
$1.07M - $1.19M
|
106K
$9.7M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
14K+ 220.52% |
$1.06M - $1.18M
|
20.4K
$1.86M
|
|
|
May 07, 2024
Q1 2024
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
13.6K+ 45.01% |
$1.02M - $1.14M
|
43.8K
$4M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
13.5K+ 6.62% |
$1.02M - $1.14M
|
218K
$19.9M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 0.25% |
$1.01M - $1.12M
|
5.43M
$496M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13.3K+ 7.84% |
$1M - $1.12M
|
183K
$16.7M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
13.1K+ 85.03% |
$988K - $1.1M
|
28.5K
$2.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.9K+ 4.4% |
$971K - $1.08M
|
306K
$27.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
12.8K+ 352.1% |
$962K - $1.07M
|
16.4K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.6K+ 2.08% |
$949K - $1.06M
|
617K
$56.3M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
12.1K+ 2.95% |
$915K - $1.02M
|
424K
$38.7M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
12.1K+ 12.9% |
$910K - $1.02M
|
106K
$9.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
12.1KNew |
$910K - $1.01M
|
12.1K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
12K+ 12.76% |
$907K - $1.01M
|
106K
$9.71M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
12KNew |
$903K - $1.01M
|
12K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
11.8KNew |
$889K - $992K
|
11.8K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.8K+ 2.01% |
$887K - $989K
|
598K
$54.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
11.6K+ 1.16% |
$876K - $977K
|
1.01M
$92.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
11.3K+ 15.96% |
$852K - $950K
|
82.1K
$7.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.2K+ 121.14% |
$843K - $940K
|
20.4K
$1.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.2K+ 9.67% |
$842K - $940K
|
127K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11K+ 158.43% |
$827K - $923K
|
17.9K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
10.4K+ 7.33% |
$783K - $874K
|
152K
$13.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
10.1K+ 0.93% |
$758K - $846K
|
1.09M
$99.3M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
9.3K+ 30.27% |
$701K - $782K
|
40K
$3.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9.3KNew |
$701K - $782K
|
9.3K
$849K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.76K+ 175.75% |
$660K - $736K
|
13.7K
$1.25M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.61K+ 147.46% |
$649K - $724K
|
14.4K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.43K+ 6.66% |
$635K - $709K
|
135K
$12.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
8.11K+ 1.93% |
$611K - $682K
|
428K
$39.1M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.9K+ 5.22% |
$595K - $664K
|
159K
$14.5M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
7.76K+ 2.49% |
$585K - $653K
|
320K
$29.2M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.7KNew |
$581K - $648K
|
7.7K
$704K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
7.6K+ 90.94% |
$572K - $639K
|
15.9K
$1.46M
|