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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.16K+ 34.03% |
$87.3K - $97.4K
|
4.56K
$417K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.13K+ 4.27% |
$85.5K - $95.4K
|
27.7K
$2.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
1.13K+ 0.73% |
$85.4K - $95.3K
|
156K
$14.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.12K+ 41.3% |
$84.5K - $94.3K
|
3.84K
$350K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.12K+ 41.3% |
$84.5K - $94.3K
|
3.84K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.12K+ 3.35% |
$84.4K - $94.2K
|
34.5K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.11K+ 6.2% |
$83.5K - $93.2K
|
19K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.07K+ 2.64% |
$80.6K - $89.9K
|
41.6K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.04K+ 20.02% |
$78.6K - $87.7K
|
6.25K
$571K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.02K+ 7.55% |
$76.8K - $85.7K
|
14.5K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 2.29% |
$76.1K - $84.9K
|
45.2K
$4.12M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
975+ 7.88% |
$73.5K - $82K
|
13.4K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
963+ 2.12% |
$72.6K - $81K
|
46.4K
$4.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
928New |
$69.9K - $78K
|
928
$84.8K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
915+ 3.94% |
$69K - $76.9K
|
24.1K
$2.2M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
912+ 265.12% |
$68.7K - $76.7K
|
1.26K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
900+ 6.16% |
$67.8K - $75.7K
|
15.5K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
860+ 2.08% |
$64.8K - $72.3K
|
42.2K
$3.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
858+ 8.19% |
$64.7K - $72.1K
|
11.3K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
853+ 13.69% |
$64.3K - $71.7K
|
7.08K
$647K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
852+ 24.17% |
$64.2K - $71.6K
|
4.38K
$400K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
840+ 4.15% |
$63.3K - $70.6K
|
21.1K
$1.92M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
835+ 2.1% |
$62.9K - $70.2K
|
40.5K
$3.7M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
832+ 339.59% |
$62.7K - $70K
|
1.08K
$98.4K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
822+ 23.53% |
$62K - $69.1K
|
4.32K
$394K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
819+ 1.16% |
$61.7K - $68.9K
|
71.1K
$6.5M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
817+ 2.23% |
$61.6K - $68.7K
|
37.4K
$3.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
813+ 0.07% |
$61.3K - $68.4K
|
1.12M
$102M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
803+ 0.95% |
$60.5K - $67.5K
|
85.5K
$7.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
767+ 1.21% |
$57.8K - $64.5K
|
64.3K
$5.87M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
762+ 25.83% |
$57.4K - $64.1K
|
3.71K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
747+ 20.12% |
$56.3K - $62.8K
|
4.46K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
739+ 16.78% |
$55.7K - $62.1K
|
5.14K
$470K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
738+ 6.87% |
$55.6K - $62.1K
|
11.5K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
732+ 7.82% |
$55.2K - $61.6K
|
10.1K
$922K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
721+ 34.43% |
$54.3K - $60.6K
|
2.82K
$257K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
713+ 1.27% |
$53.7K - $60K
|
57K
$5.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
706New |
$53.2K - $59.4K
|
706
$64.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
682New |
$51.4K - $57.3K
|
682
$62.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
671+ 142.77% |
$50.6K - $56.4K
|
1.14K
$104K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
649+ 3.87% |
$48.9K - $54.6K
|
17.4K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
624+ 2.46% |
$47K - $52.5K
|
26K
$2.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
613+ 19.77% |
$46.2K - $51.5K
|
3.71K
$339K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
610+ 3.83% |
$46K - $51.3K
|
16.5K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
604+ 2.79% |
$45.5K - $50.8K
|
22.2K
$2.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
599+ 2.05% |
$45.1K - $50.4K
|
29.8K
$2.72M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
595+ 7.05% |
$44.8K - $50K
|
9.04K
$825K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
573+ 34.54% |
$43.2K - $48.2K
|
2.23K
$204K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
569+ 8.58% |
$42.9K - $47.8K
|
7.2K
$657K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
562+ 4.4% |
$42.4K - $47.3K
|
13.3K
$1.22M
|