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 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-381- 5.7% |
$30K - $31.8K
|
6.31K
$576K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-382- 2.27% |
$30K - $31.9K
|
16.4K
$1.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-396- 9.24% |
$31.1K - $33.1K
|
3.89K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-396- 2.27% |
$31.1K - $33.1K
|
17.1K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-400- 2.4% |
$31.5K - $33.4K
|
16.3K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-400- 2.71% |
$31.5K - $33.4K
|
14.4K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-404- 0.54% |
$31.8K - $33.8K
|
73.7K
$6.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-406- 1.72% |
$31.9K - $33.9K
|
23.3K
$2.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-407- 11.68% |
$32K - $34K
|
3.08K
$281K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-412- 1.97% |
$32.4K - $34.4K
|
20.5K
$1.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-417- 4.75% |
$32.8K - $34.9K
|
8.35K
$763K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-435- 9.81% |
$34.2K - $36.4K
|
4K
$365K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-451- 8.96% |
$35.5K - $37.7K
|
4.58K
$418K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-459- 1.87% |
$36.1K - $38.4K
|
24.1K
$2.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-461- 1.77% |
$36.3K - $38.5K
|
25.5K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-465- 1.95% |
$36.6K - $38.9K
|
23.4K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-466- 7.41% |
$36.7K - $39K
|
5.82K
$532K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-468- 3.41% |
$36.8K - $39.1K
|
13.3K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-470- 0.77% |
$37K - $39.3K
|
60.4K
$5.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-479- 6.76% |
$37.7K - $40K
|
6.6K
$603K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-485- 14.26% |
$38.2K - $40.5K
|
2.92K
$266K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-498- 6.47% |
$39.2K - $41.6K
|
7.2K
$658K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500- 4.67% |
$39.3K - $41.8K
|
10.2K
$933K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-500- 10.99% |
$39.3K - $41.8K
|
4.05K
$370K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-509- 0.9% |
$40K - $42.5K
|
55.9K
$5.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-509- 4.43% |
$40K - $42.5K
|
11K
$1M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-513- 2.57% |
$40.4K - $42.9K
|
19.4K
$1.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-516- 17.01% |
$40.6K - $43.1K
|
2.52K
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-520- 2.67% |
$40.9K - $43.5K
|
19K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-525- 6.35% |
$41.3K - $43.9K
|
7.75K
$708K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-525- 3.16% |
$41.3K - $43.9K
|
16.1K
$1.47M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-551- 3.01% |
$43.3K - $46.1K
|
17.7K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-552- 52.47% |
$43.4K - $46.1K
|
500
$45.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-554- 2.14% |
$43.6K - $46.3K
|
25.3K
$2.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-565- 7.85% |
$44.4K - $47.2K
|
6.63K
$606K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-572- 1.34% |
$45K - $47.8K
|
42K
$3.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-574- 3.8% |
$45.2K - $48K
|
14.5K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-579- 8.78% |
$45.5K - $48.4K
|
6.02K
$550K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-587- 0.24% |
$46.2K - $49.1K
|
244K
$22.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-606- 1.72% |
$47.7K - $50.7K
|
34.6K
$3.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-607- 0.95% |
$47.7K - $50.7K
|
63.5K
$5.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-618- 15.03% |
$48.6K - $51.7K
|
3.49K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-625- 3.37% |
$49.2K - $52.2K
|
17.9K
$1.64M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-630- 1.28% |
$49.6K - $52.7K
|
48.6K
$4.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-640- 35.5% |
$50.3K - $53.5K
|
1.16K
$106K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-644- 5.69% |
$50.7K - $53.8K
|
10.7K
$975K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-645- 22.31% |
$50.7K - $53.9K
|
2.25K
$205K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-647- 1.15% |
$50.9K - $54.1K
|
55.6K
$5.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-650- 19.1% |
$51.1K - $54.3K
|
2.75K
$251K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-664- 32.58% |
$52.2K - $55.5K
|
1.37K
$126K
|