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 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-665- 1.93% |
$52.3K - $55.6K
|
33.9K
$3.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-667- 5.48% |
$52.5K - $55.8K
|
11.5K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-684- 8.8% |
$53.8K - $57.2K
|
7.09K
$647K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-708- 3.56% |
$55.7K - $59.2K
|
19.2K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-710- 0.75% |
$55.8K - $59.3K
|
93.6K
$8.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-711- 3.89% |
$55.9K - $59.4K
|
17.5K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-744- 5.29% |
$58.5K - $62.2K
|
13.3K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-748- 2.94% |
$58.8K - $62.5K
|
24.7K
$2.26M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-750- 18.1% |
$59K - $62.7K
|
3.39K
$310K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-760- 21.38% |
$59.8K - $63.5K
|
2.8K
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-769- 2.97% |
$60.5K - $64.3K
|
25.1K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-779- 1.32% |
$61.3K - $65.1K
|
58.1K
$5.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-800- 5.73% |
$62.9K - $66.9K
|
13.2K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-800- 2.52% |
$62.9K - $66.9K
|
31K
$2.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-812- 6.73% |
$63.9K - $67.9K
|
11.3K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-815- 3.63% |
$64.1K - $68.1K
|
21.6K
$1.97M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-816- 3.28% |
$64.2K - $68.2K
|
24.1K
$2.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-816- 0.76% |
$64.2K - $68.2K
|
107K
$9.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-820- 3.32% |
$64.5K - $68.5K
|
23.9K
$2.18M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-823- 4.26% |
$64.7K - $68.8K
|
18.5K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-833- 0.98% |
$65.5K - $69.6K
|
83.9K
$7.67M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-842- 10.93% |
$66.2K - $70.4K
|
6.86K
$627K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-842- 10.93% |
$66.2K - $70.4K
|
6.86K
$627K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-877- 2.14% |
$69K - $73.3K
|
40.1K
$3.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-896- 3.61% |
$70.5K - $74.9K
|
23.9K
$2.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-900- 22.64% |
$70.8K - $75.2K
|
3.08K
$281K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-902- 1.49% |
$71K - $75.4K
|
59.8K
$5.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-912- 21.6% |
$71.7K - $76.2K
|
3.31K
$302K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-920- 1.63% |
$72.4K - $76.9K
|
55.4K
$5.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-933- 2.7% |
$73.4K - $78K
|
33.6K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-934- 7.58% |
$73.5K - $78.1K
|
11.4K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-961- 6.1% |
$75.6K - $80.3K
|
14.8K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-963- 3.71% |
$75.7K - $80.5K
|
25K
$2.28M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-964- 8.21% |
$75.8K - $80.6K
|
10.8K
$984K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-986- 0.3% |
$77.6K - $82.4K
|
323K
$29.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1K- 6.19% |
$78.8K - $83.8K
|
15.2K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.02K- 2.77% |
$80.2K - $85.2K
|
35.8K
$3.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.03K- 1.27% |
$80.6K - $85.7K
|
80K
$7.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.06K- 1.32% |
$83K - $88.2K
|
78.7K
$7.19M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.06K- 0.99% |
$83.6K - $88.9K
|
106K
$9.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.07K- 1.54% |
$83.9K - $89.1K
|
68.3K
$6.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.08K- 1.38% |
$84.7K - $90K
|
77.1K
$7.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.1K- 1.27% |
$86.4K - $91.8K
|
85.1K
$7.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.12K- 1.91% |
$88.4K - $94K
|
57.8K
$5.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.15K- 5.63% |
$90.6K - $96.3K
|
19.3K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.2K- 5.38% |
$94.4K - $100K
|
21.1K
$1.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.21K- 12.66% |
$94.8K - $101K
|
8.31K
$759K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 11.28% |
$95.3K - $101K
|
9.52K
$870K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.22K- 13.48% |
$96.1K - $102K
|
7.84K
$716K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.27K- 3.73% |
$99.9K - $106K
|
32.8K
$2.99M
|