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 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.27K- 1.81% |
$100K - $106K
|
69.1K
$6.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-1.28K- 0.82% |
$100K - $107K
|
155K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.41K- 3.75% |
$111K - $117K
|
36K
$3.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.43K- 5.89% |
$112K - $119K
|
22.8K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.43K- 16.64% |
$112K - $119K
|
7.15K
$653K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.47K- 8.56% |
$115K - $122K
|
15.7K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 14.88% |
$117K - $124K
|
8.5K
$776K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.52K- 15.86% |
$120K - $127K
|
8.07K
$737K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-1.54K- 26.31% |
$121K - $129K
|
4.31K
$394K
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.61K- 7.97% |
$126K - $134K
|
18.5K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.68K- 1.84% |
$132K - $140K
|
89.4K
$8.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.7K- 2.37% |
$133K - $142K
|
69.7K
$6.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.73K- 0.19% |
$136K - $145K
|
907K
$82.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 3.66% |
$141K - $150K
|
47.3K
$4.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.85K- 6.5% |
$145K - $154K
|
26.6K
$2.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.86K- 5.02% |
$146K - $155K
|
35.2K
$3.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.9K- 7.87% |
$149K - $159K
|
22.2K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.91K- 11.11% |
$150K - $160K
|
15.3K
$1.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.95K- 28.52% |
$153K - $163K
|
4.88K
$445K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.13K- 2.31% |
$168K - $178K
|
90.1K
$8.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.14K- 1.69% |
$168K - $179K
|
125K
$11.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.16K- 30.15% |
$170K - $181K
|
5K
$457K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.21K- 0.95% |
$174K - $184K
|
230K
$21M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.21K- 10.46% |
$174K - $185K
|
18.9K
$1.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.22K- 7.56% |
$175K - $186K
|
27.1K
$2.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-2.27K- 31.56% |
$179K - $190K
|
4.93K
$450K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.32K- 9.33% |
$182K - $194K
|
22.5K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.36K- 17.16% |
$185K - $197K
|
11.4K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.37K- 7.32% |
$186K - $198K
|
30K
$2.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.49K- 25.35% |
$196K - $208K
|
7.34K
$670K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.6K- 3.84% |
$205K - $218K
|
65.1K
$5.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.69K- 27.54% |
$212K - $225K
|
7.08K
$647K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.71K- 30.29% |
$213K - $226K
|
6.23K
$569K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.71K- 1.0% |
$213K - $226K
|
269K
$24.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.73K- 1.55% |
$214K - $228K
|
173K
$15.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.79K- 2.68% |
$220K - $233K
|
101K
$9.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.8K- 1.02% |
$220K - $234K
|
272K
$24.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.83K- 0.19% |
$223K - $237K
|
1.47M
$134M
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-2.93K- 2.59% |
$230K - $245K
|
110K
$10M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.93K- 18.02% |
$230K - $245K
|
13.3K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.97K- 6.43% |
$234K - $248K
|
43.2K
$3.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.97K- 2.87% |
$234K - $249K
|
101K
$9.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.14K- 4.56% |
$247K - $263K
|
65.8K
$6.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.21K- 55.75% |
$252K - $268K
|
2.55K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.25K- 1.44% |
$256K - $272K
|
223K
$20.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-3.3K- 24.17% |
$260K - $276K
|
10.4K
$947K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-3.4K- 7.41% |
$267K - $284K
|
42.5K
$3.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.65K- 2.29% |
$287K - $305K
|
156K
$14.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.73K- 95.83% |
$293K - $312K
|
162
$14.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.87K- 34.15% |
$305K - $324K
|
7.47K
$682K
|