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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-200- 55.71% |
$15.7K - $16.7K
|
159
$14.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-215- 6.94% |
$16.9K - $18K
|
2.88K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-216- 1.92% |
$17K - $18.1K
|
11.1K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-230- 2.73% |
$18.1K - $19.2K
|
8.18K
$747K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-230- 2.63% |
$18.1K - $19.2K
|
8.51K
$777K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-233- 2.03% |
$18.3K - $19.5K
|
11.2K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-249- 0.19% |
$19.6K - $20.8K
|
134K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-249- 5.19% |
$19.6K - $20.8K
|
4.55K
$416K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-250- 0.82% |
$19.7K - $20.9K
|
30.2K
$2.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-252- 4.03% |
$19.8K - $21.1K
|
6K
$548K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-256- 0.53% |
$20.1K - $21.4K
|
47.8K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-257- 50.99% |
$20.2K - $21.5K
|
247
$22.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-258- 2.04% |
$20.3K - $21.6K
|
12.4K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-258- 4.12% |
$20.3K - $21.6K
|
6.01K
$548K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-259- 5.02% |
$20.4K - $21.6K
|
4.9K
$447K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-262- 0.74% |
$20.6K - $21.9K
|
35.2K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-263- 3.26% |
$20.7K - $22K
|
7.82K
$714K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-264- 0.58% |
$20.8K - $22.1K
|
45K
$4.11M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-265- 3.21% |
$20.8K - $22.2K
|
7.99K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-266- 2.97% |
$20.9K - $22.2K
|
8.71K
$795K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-272- 2.52% |
$21.4K - $22.7K
|
10.5K
$963K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-272- 1.05% |
$21.4K - $22.7K
|
25.6K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-273- 3.28% |
$21.5K - $22.8K
|
8.05K
$735K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-273- 0.95% |
$21.5K - $22.8K
|
28.4K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-274- 0.66% |
$21.6K - $22.9K
|
41.3K
$3.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-275- 0.28% |
$21.6K - $23K
|
97.5K
$8.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-280- 12.24% |
$22K - $23.4K
|
2.01K
$183K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-281- 3.97% |
$22.1K - $23.5K
|
6.8K
$621K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-298- 4.5% |
$23.4K - $24.9K
|
6.32K
$578K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-299- 3.69% |
$23.5K - $25K
|
7.79K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-300- 1.54% |
$23.6K - $25.1K
|
19.2K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-300- 13.04% |
$23.6K - $25.1K
|
2K
$183K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-308- 9.36% |
$24.2K - $25.7K
|
2.98K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-312- 2.08% |
$24.5K - $26.1K
|
14.7K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-313- 3.99% |
$24.6K - $26.2K
|
7.54K
$688K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-315- 0.73% |
$24.8K - $26.3K
|
43.1K
$3.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-317- 6.15% |
$24.9K - $26.5K
|
4.84K
$442K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-319- 2.0% |
$25.1K - $26.7K
|
15.6K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-319- 0.87% |
$25.1K - $26.7K
|
36.3K
$3.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-322- 7.17% |
$25.3K - $26.9K
|
4.17K
$381K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-325- 10.27% |
$25.6K - $27.2K
|
2.84K
$259K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-333- 5.77% |
$26.2K - $27.8K
|
5.44K
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-337- 2.45% |
$26.5K - $28.2K
|
13.4K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-338- 1.24% |
$26.6K - $28.3K
|
27K
$2.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-339- 90.88% |
$26.7K - $28.3K
|
34
$3.11K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-350- 1.31% |
$27.5K - $29.3K
|
26.3K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-355- 1.14% |
$27.9K - $29.7K
|
30.7K
$2.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-358- 4.82% |
$28.2K - $29.9K
|
7.06K
$645K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-364- 1.42% |
$28.6K - $30.4K
|
25.3K
$2.31M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-365- 5.78% |
$28.7K - $30.5K
|
5.95K
$544K
|