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 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
170+ 0.78% |
$12.8K - $14.3K
|
21.8K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
169+ 2.09% |
$12.7K - $14.2K
|
8.27K
$755K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
163+ 2.16% |
$12.3K - $13.7K
|
7.7K
$703K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
162New |
$12.2K - $13.6K
|
162
$14.8K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
156New |
$11.8K - $13.1K
|
156
$14.2K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
156+ 61.9% |
$11.8K - $13.1K
|
408
$37.3K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
153+ 0.36% |
$11.5K - $12.9K
|
42.5K
$3.89M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
152+ 3.01% |
$11.5K - $12.8K
|
5.2K
$475K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
149+ 0.27% |
$11.2K - $12.5K
|
56K
$5.12M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
138+ 2.37% |
$10.4K - $11.6K
|
5.95K
$543K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
132+ 0.83% |
$9.95K - $11.1K
|
16K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
127+ 2.31% |
$9.57K - $10.7K
|
5.62K
$513K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
127+ 1.53% |
$9.57K - $10.7K
|
8.43K
$770K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
126+ 2.7% |
$9.5K - $10.6K
|
4.79K
$437K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
120+ 2.34% |
$9.04K - $10.1K
|
5.25K
$479K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
117+ 144.44% |
$8.82K - $9.84K
|
198
$18.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
111+ 2.69% |
$8.37K - $9.33K
|
4.24K
$387K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
109+ 1.97% |
$8.22K - $9.17K
|
5.64K
$515K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
105+ 0.16% |
$7.91K - $8.83K
|
63.8K
$5.83M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
104+ 0.93% |
$7.84K - $8.75K
|
11.3K
$1.03M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
102+ 0.49% |
$7.69K - $8.58K
|
20.8K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
98+ 0.58% |
$7.39K - $8.24K
|
17.1K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
95+ 3.52% |
$7.16K - $7.99K
|
2.8K
$255K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
93+ 2.4% |
$7.01K - $7.82K
|
3.98K
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
90+ 1.54% |
$6.78K - $7.57K
|
5.94K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
87New |
$6.56K - $7.32K
|
87
$7.95K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
87+ 0.35% |
$6.56K - $7.32K
|
25.1K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
87+ 2.82% |
$6.56K - $7.32K
|
3.17K
$290K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
87New |
$6.56K - $7.32K
|
87
$7.95K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
87+ 14.12% |
$6.56K - $7.32K
|
703
$64.2K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
80+ 2.22% |
$6.03K - $6.73K
|
3.68K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
72+ 1.0% |
$5.43K - $6.05K
|
7.25K
$662K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
72+ 0.1% |
$5.43K - $6.05K
|
74.9K
$6.85M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
70New |
$5.28K - $5.89K
|
70
$6.39K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
67+ 0.12% |
$5.05K - $5.63K
|
56.2K
$5.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
66+ 2.24% |
$4.97K - $5.55K
|
3.01K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
66+ 0.62% |
$4.97K - $5.55K
|
10.7K
$973K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
62+ 0.7% |
$4.67K - $5.21K
|
8.96K
$819K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
62+ 2.15% |
$4.67K - $5.21K
|
2.95K
$269K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
59New |
$4.45K - $4.96K
|
59
$5.39K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
57+ 0.94% |
$4.3K - $4.79K
|
6.1K
$557K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
57+ 0.33% |
$4.3K - $4.79K
|
17.5K
$1.6M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
54New |
$4.07K - $4.54K
|
54
$4.93K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 0.99% |
$3.99K - $4.46K
|
5.4K
$493K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
51+ 0.42% |
$3.84K - $4.29K
|
12.2K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50New |
$3.77K - $4.2K
|
50
$4.57K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
49+ 0.19% |
$3.69K - $4.12K
|
26.5K
$2.42M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
46+ 0.22% |
$3.47K - $3.87K
|
21K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
40+ 0.92% |
$3.01K - $3.36K
|
4.37K
$400K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
40+ 2000.0% |
$3.01K - $3.36K
|
42
$3.84K
|