Purchases and Sales Made in Q2 2024 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.6M+ 67.56% |
$1.31B - $1.39B
|
41.3M
$3.77B
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.29M+ 337.35% |
$101M - $108M
|
1.67M
$152M
|
|
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
1.2MNew |
$94.4M - $100M
|
1.2M
$110M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
656K+ 528.19% |
$51.6M - $54.8M
|
780K
$71.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
486KNew |
$38.3M - $40.7M
|
486K
$44.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
471KNew |
$37M - $39.4M
|
471K
$43M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
456K+ 3333.17% |
$35.9M - $38.1M
|
470K
$42.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
213K+ 22.81% |
$16.7M - $17.8M
|
1.15M
$105M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
199KNew |
$15.6M - $16.6M
|
199K
$18.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
184K+ 2.32% |
$14.5M - $15.4M
|
8.11M
$740M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
177K+ 0.84% |
$13.9M - $14.8M
|
21.2M
$1.94B
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
137K+ 6.19% |
$10.8M - $11.5M
|
2.36M
$215M
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
132K+ 347.67% |
$10.4M - $11M
|
170K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
118K+ 79.82% |
$9.27M - $9.85M
|
266K
$24.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
103K+ 222.19% |
$8.1M - $8.61M
|
149K
$13.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
98.2K+ 2.54% |
$7.72M - $8.2M
|
3.97M
$362M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
87.9K+ 8.23% |
$6.91M - $7.35M
|
1.16M
$106M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.4K+ 2.77% |
$6.64M - $7.05M
|
3.13M
$286M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
76.7K+ 63.38% |
$6.03M - $6.41M
|
198K
$18.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
76K+ 2.02% |
$5.98M - $6.35M
|
3.85M
$351M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
55.7K+ 103.07% |
$4.38M - $4.65M
|
110K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
51.8KNew |
$4.08M - $4.33M
|
51.8K
$4.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
48.8KNew |
$3.84M - $4.08M
|
48.8K
$4.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
47.1K+ 31.28% |
$3.7M - $3.94M
|
198K
$18.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
46.9KNew |
$3.69M - $3.92M
|
46.9K
$4.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.3K+ 1.04% |
$3.57M - $3.79M
|
4.4M
$402M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
45KNew |
$3.54M - $3.76M
|
45K
$4.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.1K+ 7.99% |
$3.47M - $3.69M
|
596K
$54.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
43.5KNew |
$3.42M - $3.64M
|
43.5K
$3.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
38.9K+ 324.6% |
$3.06M - $3.25M
|
50.9K
$4.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
37.2K+ 36.76% |
$2.92M - $3.11M
|
138K
$12.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
37K+ 38.43% |
$2.91M - $3.09M
|
133K
$12.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
36.4K+ 5.84% |
$2.87M - $3.05M
|
660K
$60.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
36K+ 6.03% |
$2.83M - $3.01M
|
632K
$57.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
35.5K+ 5.09% |
$2.79M - $2.97M
|
733K
$67M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
35.5K+ 5.09% |
$2.79M - $2.97M
|
733K
$67M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
33.9K+ 74.32% |
$2.67M - $2.84M
|
79.6K
$7.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
33.8K+ 100.0% |
$2.66M - $2.83M
|
67.6K
$6.18M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
31.3K+ 27.51% |
$2.46M - $2.62M
|
145K
$13.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31K+ 3.93% |
$2.44M - $2.59M
|
820K
$74.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
30K+ 407.23% |
$2.36M - $2.51M
|
37.4K
$3.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29.2KNew |
$2.3M - $2.44M
|
29.2K
$2.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28.6K+ 34909.76% |
$2.25M - $2.39M
|
28.7K
$2.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28K+ 462.02% |
$2.2M - $2.34M
|
34K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.1KNew |
$2.13M - $2.26M
|
27.1K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
26.6KNew |
$2.1M - $2.23M
|
26.6K
$2.43M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.6K+ 2.23% |
$2.09M - $2.22M
|
1.22M
$111M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.6K+ 17.6% |
$2.09M - $2.22M
|
178K
$16.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.8K+ 2.55% |
$1.95M - $2.07M
|
995K
$90.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.3K+ 5.79% |
$1.91M - $2.03M
|
444K
$40.5M
|