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 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-579- 8.78% |
$45.5K - $48.4K
|
6.02K
$578K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-587- 0.24% |
$46.2K - $49.1K
|
244K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-606- 1.72% |
$47.7K - $50.7K
|
34.6K
$3.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-607- 0.95% |
$47.7K - $50.7K
|
63.5K
$6.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-618- 15.03% |
$48.6K - $51.7K
|
3.49K
$336K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-625- 3.37% |
$49.2K - $52.2K
|
17.9K
$1.72M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-630- 1.28% |
$49.6K - $52.7K
|
48.6K
$4.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-640- 35.5% |
$50.3K - $53.5K
|
1.16K
$112K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-644- 5.69% |
$50.7K - $53.8K
|
10.7K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-645- 22.31% |
$50.7K - $53.9K
|
2.25K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-647- 1.15% |
$50.9K - $54.1K
|
55.6K
$5.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-650- 19.1% |
$51.1K - $54.3K
|
2.75K
$265K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-664- 32.58% |
$52.2K - $55.5K
|
1.37K
$132K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-665- 1.93% |
$52.3K - $55.6K
|
33.9K
$3.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-667- 5.48% |
$52.5K - $55.8K
|
11.5K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-684- 8.8% |
$53.8K - $57.2K
|
7.09K
$681K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-708- 3.56% |
$55.7K - $59.2K
|
19.2K
$1.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-710- 0.75% |
$55.8K - $59.3K
|
93.6K
$9M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-711- 3.89% |
$55.9K - $59.4K
|
17.5K
$1.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-744- 5.29% |
$58.5K - $62.2K
|
13.3K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-748- 2.94% |
$58.8K - $62.5K
|
24.7K
$2.37M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-750- 18.1% |
$59K - $62.7K
|
3.39K
$326K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-760- 21.38% |
$59.8K - $63.5K
|
2.8K
$269K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-769- 2.97% |
$60.5K - $64.3K
|
25.1K
$2.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-779- 1.32% |
$61.3K - $65.1K
|
58.1K
$5.58M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-800- 2.52% |
$62.9K - $66.9K
|
31K
$2.97M
|
|
|
Apr 10, 2025
Q2 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-800- 3.04% |
$62.9K - $66.9K
|
25.5K
$2.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-800- 5.73% |
$62.9K - $66.9K
|
13.2K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-812- 6.73% |
$63.9K - $67.9K
|
11.3K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-815- 3.63% |
$64.1K - $68.1K
|
21.6K
$2.08M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-816- 3.28% |
$64.2K - $68.2K
|
24.1K
$2.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-816- 0.76% |
$64.2K - $68.2K
|
107K
$10.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-820- 3.32% |
$64.5K - $68.5K
|
23.9K
$2.29M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-823- 4.26% |
$64.7K - $68.8K
|
18.5K
$1.78M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-833- 0.98% |
$65.5K - $69.6K
|
83.9K
$8.07M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-842- 10.93% |
$66.2K - $70.4K
|
6.86K
$659K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-842- 10.93% |
$66.2K - $70.4K
|
6.86K
$659K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-877- 2.14% |
$69K - $73.3K
|
40.1K
$3.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-896- 3.61% |
$70.5K - $74.9K
|
23.9K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-900- 22.64% |
$70.8K - $75.2K
|
3.08K
$295K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-902- 1.49% |
$71K - $75.4K
|
59.8K
$5.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-912- 21.6% |
$71.7K - $76.2K
|
3.31K
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-920- 1.63% |
$72.4K - $76.9K
|
55.4K
$5.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-933- 2.7% |
$73.4K - $78K
|
33.6K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-934- 7.58% |
$73.5K - $78.1K
|
11.4K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-961- 6.1% |
$75.6K - $80.3K
|
14.8K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-963- 3.71% |
$75.7K - $80.5K
|
25K
$2.4M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-964- 8.21% |
$75.8K - $80.6K
|
10.8K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-986- 0.3% |
$77.6K - $82.4K
|
323K
$31M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1K- 6.19% |
$78.8K - $83.8K
|
15.2K
$1.46M
|