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 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-76- 1.56% |
$5.98K - $6.35K
|
4.79K
$438K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-77- 1.76% |
$6.06K - $6.44K
|
4.3K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-80- 1.32% |
$6.29K - $6.69K
|
5.99K
$547K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-82- 0.6% |
$6.45K - $6.85K
|
13.5K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-87- 12.38% |
$6.84K - $7.27K
|
616
$56.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-88- 1.6% |
$6.92K - $7.36K
|
5.42K
$495K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-89- 1.56% |
$7K - $7.44K
|
5.62K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-90- 4.84% |
$7.08K - $7.52K
|
1.77K
$162K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-90- 4.84% |
$7.08K - $7.52K
|
1.77K
$162K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-95- 0.24% |
$7.47K - $7.94K
|
39.8K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-97- 0.26% |
$7.63K - $8.11K
|
37K
$3.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-100- 1.72% |
$7.87K - $8.36K
|
5.71K
$522K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 1.16% |
$7.87K - $8.36K
|
8.51K
$777K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-100- 1.99% |
$7.87K - $8.36K
|
4.92K
$449K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-100- 2.95% |
$7.87K - $8.36K
|
3.3K
$301K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-102- 3.53% |
$8.02K - $8.53K
|
2.79K
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-103- 3.77% |
$8.1K - $8.61K
|
2.63K
$240K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-104- 0.7% |
$8.18K - $8.69K
|
14.7K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-108- 2.99% |
$8.5K - $9.03K
|
3.5K
$320K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-110- 1.62% |
$8.65K - $9.19K
|
6.67K
$609K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-113- 1.31% |
$8.89K - $9.45K
|
8.51K
$777K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-114- 3.87% |
$8.97K - $9.53K
|
2.83K
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-116- 0.57% |
$9.12K - $9.7K
|
20.3K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-117- 0.42% |
$9.2K - $9.78K
|
28K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-118- 0.2% |
$9.28K - $9.86K
|
58.3K
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-121- 0.8% |
$9.52K - $10.1K
|
15K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-123- 1.33% |
$9.68K - $10.3K
|
9.12K
$833K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-130- 1.29% |
$10.2K - $10.9K
|
9.96K
$910K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-137- 2.99% |
$10.8K - $11.5K
|
4.44K
$405K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-139- 4.74% |
$10.9K - $11.6K
|
2.8K
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-143- 4.53% |
$11.2K - $12K
|
3.02K
$276K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-146- 1.15% |
$11.5K - $12.2K
|
12.5K
$1.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-152- 23.0% |
$12K - $12.7K
|
509
$46.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-152- 1.29% |
$12K - $12.7K
|
11.6K
$1.06M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-153- 4.12% |
$12K - $12.8K
|
3.56K
$325K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-154- 1.82% |
$12.1K - $12.9K
|
8.32K
$760K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-155- 0.11% |
$12.2K - $13K
|
136K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-162- 2.88% |
$12.7K - $13.5K
|
5.46K
$498K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-165- 0.16% |
$13K - $13.8K
|
106K
$9.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-166- 0.74% |
$13.1K - $13.9K
|
22.1K
$2.02M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-167- 14.69% |
$13.1K - $14K
|
970
$88.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-168- 3.58% |
$13.2K - $14K
|
4.53K
$413K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-176- 0.48% |
$13.8K - $14.7K
|
36.4K
$3.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-186- 2.59% |
$14.6K - $15.5K
|
6.98K
$638K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-188- 1.86% |
$14.8K - $15.7K
|
9.93K
$907K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-193- 0.45% |
$15.2K - $16.1K
|
42.5K
$3.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-195- 1.54% |
$15.3K - $16.3K
|
12.5K
$1.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-196- 1.39% |
$15.4K - $16.4K
|
13.9K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-199- 3.18% |
$15.7K - $16.6K
|
6.06K
$554K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200- 2.37% |
$15.7K - $16.7K
|
8.23K
$752K
|