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 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-162K- 25.86% |
$12.2M - $13.6M
|
464K
$44.1M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-164K- 50.08% |
$12.4M - $13.8M
|
164K
$15.6M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-189K- 96.22% |
$14.2M - $15.9M
|
7.41K
$704K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-190K- 0.89% |
$14.3M - $15.9M
|
21.1M
$2B
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-190K- 80.16% |
$14.3M - $15.9M
|
46.9K
$4.46M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-199K- 64.34% |
$15M - $16.7M
|
110K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-199K- 25.04% |
$15M - $16.7M
|
596K
$56.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-231K- 9.61% |
$17.4M - $19.4M
|
2.17M
$206M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-232K- 98.91% |
$17.5M - $19.5M
|
2.56K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-234K- 5.1% |
$17.7M - $19.7M
|
4.36M
$414M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-302K- 2.11% |
$22.8M - $25.4M
|
14M
$1.33B
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-307K- 93.25% |
$23.2M - $25.8M
|
22.2K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-652K- 1.88% |
$49.2M - $54.8M
|
34M
$3.23B
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-656K- 11.61% |
$49.4M - $55.1M
|
4.99M
$475M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.07M- 1.79% |
$80.3M - $89.6M
|
58.5M
$5.56B
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.14M- 52.11% |
$86M - $95.9M
|
1.05M
$99.7M
|