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 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
541+ 1.45% |
$40.8K - $45.5K
|
37.9K
$3.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
530+ 15.49% |
$39.9K - $44.6K
|
3.95K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
512+ 16.64% |
$38.6K - $43.1K
|
3.59K
$328K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
510+ 8.19% |
$38.4K - $42.9K
|
6.74K
$615K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
509+ 19.32% |
$38.4K - $42.8K
|
3.14K
$287K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
501+ 13.88% |
$37.8K - $42.1K
|
4.11K
$375K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
500+ 3.19% |
$37.7K - $42K
|
16.2K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
489+ 5.59% |
$36.9K - $41.1K
|
9.24K
$844K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
471New |
$35.5K - $39.6K
|
471
$43K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
470+ 1.71% |
$35.4K - $39.5K
|
28K
$2.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
468+ 5.68% |
$35.3K - $39.4K
|
8.71K
$795K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
462+ 17.67% |
$34.8K - $38.8K
|
3.08K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
460+ 1.97% |
$34.7K - $38.7K
|
23.9K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
454+ 48.14% |
$34.2K - $38.2K
|
1.4K
$128K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
451+ 9.4% |
$34K - $37.9K
|
5.25K
$479K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
443+ 4.64% |
$33.4K - $37.3K
|
9.98K
$912K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
429+ 0.69% |
$32.3K - $36.1K
|
62.3K
$5.69M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
417+ 8.8% |
$31.4K - $35.1K
|
5.16K
$471K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
413+ 0.97% |
$31.1K - $34.7K
|
42.8K
$3.91M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
388New |
$29.2K - $32.6K
|
388
$35.4K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
361+ 0.44% |
$27.2K - $30.4K
|
83.1K
$7.59M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
360+ 8.83% |
$27.1K - $30.3K
|
4.44K
$405K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
352+ 5.96% |
$26.5K - $29.6K
|
6.26K
$572K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
344+ 1.44% |
$25.9K - $28.9K
|
24.3K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
343New |
$25.9K - $28.8K
|
343
$31.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
342+ 1.47% |
$25.8K - $28.8K
|
23.7K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
339+ 6.38% |
$25.6K - $28.5K
|
5.66K
$517K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
325+ 68.42% |
$24.5K - $27.3K
|
800
$73.1K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
300+ 5.19% |
$22.6K - $25.2K
|
6.08K
$555K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
300+ 8.13% |
$22.6K - $25.2K
|
3.99K
$364K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
292New |
$22K - $24.6K
|
292
$26.7K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
274+ 2.21% |
$20.7K - $23K
|
12.7K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
266+ 4.93% |
$20K - $22.4K
|
5.66K
$517K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
265New |
$20K - $22.3K
|
265
$24.2K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
253+ 9.59% |
$19.1K - $21.3K
|
2.89K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
238+ 0.89% |
$17.9K - $20K
|
26.9K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
226+ 0.86% |
$17K - $19K
|
26.6K
$2.43M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
224+ 2.76% |
$16.9K - $18.8K
|
8.34K
$762K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
224+ 6.23% |
$16.9K - $18.8K
|
3.82K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
220+ 2.51% |
$16.6K - $18.5K
|
8.97K
$819K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
208+ 120.93% |
$15.7K - $17.5K
|
380
$34.7K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200New |
$15.1K - $16.8K
|
200
$18.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
195+ 0.99% |
$14.7K - $16.4K
|
19.9K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
194+ 0.68% |
$14.6K - $16.3K
|
28.9K
$2.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
189+ 0.9% |
$14.2K - $15.9K
|
21.1K
$1.93M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
188+ 0.64% |
$14.2K - $15.8K
|
29.4K
$2.68M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
179+ 13.37% |
$13.5K - $15.1K
|
1.52K
$139K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
176+ 3.08% |
$13.3K - $14.8K
|
5.88K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
172+ 4.78% |
$13K - $14.5K
|
3.77K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
172+ 0.07% |
$13K - $14.5K
|
233K
$21.2M
|