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
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.44KNew |
$184K - $205K
|
2.44K
$223K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.44KNew |
$184K - $205K
|
2.44K
$223K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.44K+ 533.99% |
$184K - $205K
|
2.89K
$264K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.43KNew |
$183K - $204K
|
2.43K
$221K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.42K+ 2.29% |
$182K - $203K
|
108K
$9.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
2.42KNew |
$182K - $203K
|
2.42K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.4KNew |
$181K - $202K
|
2.4K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.39KNew |
$180K - $201K
|
2.39K
$218K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.36K+ 10.04% |
$178K - $198K
|
25.8K
$2.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.35K+ 10.08% |
$177K - $197K
|
25.6K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.31K+ 81.22% |
$174K - $194K
|
5.14K
$470K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.29K+ 1.33% |
$173K - $193K
|
175K
$16M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.26KNew |
$170K - $190K
|
2.26K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.18K+ 11.47% |
$164K - $183K
|
21.1K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.16K+ 18.8% |
$163K - $182K
|
13.7K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.15K+ 1.24% |
$162K - $180K
|
176K
$16M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 77.51% |
$149K - $166K
|
4.51K
$412K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
1.77K+ 1.57% |
$133K - $149K
|
114K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
1.75K+ 1.21% |
$132K - $147K
|
147K
$13.4M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.73K+ 322.76% |
$130K - $145K
|
2.27K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.71K+ 3.75% |
$129K - $144K
|
47.4K
$4.33M
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.71K+ 3.97% |
$129K - $144K
|
44.7K
$4.09M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.7K+ 6.32% |
$128K - $143K
|
28.6K
$2.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$127K - $141K
|
1.68K
$154K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.65K+ 5.35% |
$124K - $138K
|
32.4K
$2.96M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.64K+ 56.67% |
$123K - $137K
|
4.52K
$413K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.63K+ 5.31% |
$123K - $137K
|
32.4K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.62K+ 14.83% |
$122K - $136K
|
12.5K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.58K+ 22.11% |
$119K - $133K
|
8.75K
$799K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.58K+ 11.79% |
$119K - $133K
|
15K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.58K+ 19.89% |
$119K - $133K
|
9.52K
$870K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.57K+ 7.56% |
$118K - $132K
|
22.3K
$2.04M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.55K+ 51.34% |
$117K - $131K
|
4.58K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.54K+ 0.65% |
$116K - $129K
|
239K
$21.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.5K+ 9.92% |
$113K - $126K
|
16.6K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.47K+ 12.02% |
$111K - $124K
|
13.7K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.46KNew |
$110K - $123K
|
1.46K
$133K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.41K+ 4.45% |
$106K - $118K
|
33K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.38K+ 2.63% |
$104K - $116K
|
54K
$4.93M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.31KNew |
$98.6K - $110K
|
1.31K
$119K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.3K+ 5.66% |
$97.7K - $109K
|
24.2K
$2.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.29K+ 0.14% |
$97.5K - $109K
|
927K
$84.7M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.27KNew |
$95.4K - $106K
|
1.27K
$116K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.25KNew |
$94.4K - $105K
|
1.25K
$114K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.25K+ 32.38% |
$94.4K - $105K
|
5.12K
$467K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.24K+ 13.31% |
$93.4K - $104K
|
10.5K
$963K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 118.24% |
$93.3K - $104K
|
2.29K
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.21K+ 58.33% |
$91.3K - $102K
|
3.29K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.2K+ 14.48% |
$90.4K - $101K
|
9.49K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.2K+ 3.68% |
$90.4K - $101K
|
33.8K
$3.09M
|