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 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-3.95K- 24.64% |
$310K - $330K
|
12.1K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.99K- 2.31% |
$314K - $333K
|
169K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.01K- 6.19% |
$315K - $335K
|
60.7K
$5.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-4.03K- 23.83% |
$317K - $337K
|
12.9K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.14K- 14.41% |
$326K - $346K
|
24.6K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4.28K- 2.81% |
$337K - $358K
|
148K
$13.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-4.31K- 3.02% |
$339K - $360K
|
139K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.37K- 9.22% |
$344K - $365K
|
43K
$3.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.42K- 28.41% |
$348K - $369K
|
11.1K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.51K- 1.46% |
$355K - $377K
|
305K
$27.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.54K- 9.57% |
$357K - $380K
|
42.9K
$3.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.59K- 17.27% |
$361K - $384K
|
22K
$2.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.69K- 5.64% |
$369K - $392K
|
78.4K
$7.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.76K- 1.04% |
$374K - $398K
|
453K
$41.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.87K- 28.3% |
$383K - $407K
|
12.3K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.88K- 2.72% |
$384K - $408K
|
175K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.04K- 5.36% |
$396K - $421K
|
89K
$8.13M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-5.22K- 5.86% |
$411K - $436K
|
83.8K
$7.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5.25K- 35.21% |
$413K - $439K
|
9.67K
$883K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.4K- 0.85% |
$425K - $451K
|
633K
$57.8M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.54K- 8.4% |
$435K - $463K
|
60.3K
$5.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-5.61K- 5.58% |
$441K - $469K
|
94.9K
$8.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-5.78K- 1.66% |
$454K - $483K
|
342K
$31.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.92K- 2.93% |
$466K - $495K
|
196K
$17.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-6.06K- 29.2% |
$477K - $507K
|
14.7K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.27K- 4.62% |
$493K - $524K
|
130K
$11.8M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-6.47K- 8.12% |
$509K - $541K
|
73.3K
$6.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.51K- 5.74% |
$512K - $544K
|
107K
$9.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-6.53K- 22.88% |
$513K - $546K
|
22K
$2.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.59K- 5.55% |
$519K - $551K
|
112K
$10.3M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-6.73K- 5.81% |
$529K - $562K
|
109K
$9.97M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.91K- 6.4% |
$543K - $577K
|
101K
$9.23M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-7.08K- 6.55% |
$557K - $592K
|
101K
$9.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-7.1K- 8.3% |
$559K - $594K
|
78.4K
$7.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7.35K- 0.68% |
$578K - $614K
|
1.08M
$98.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7.37K- 11.54% |
$580K - $616K
|
56.5K
$5.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.94K- 7.2% |
$624K - $664K
|
102K
$9.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-8.01K- 9.02% |
$630K - $670K
|
80.8K
$7.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-8.11K- 36.44% |
$638K - $677K
|
14.1K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.77K- 10.1% |
$690K - $733K
|
78.1K
$7.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.92K- 1.69% |
$702K - $746K
|
518K
$47.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9.03K- 32.98% |
$710K - $754K
|
18.3K
$1.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-9.19K- 3.38% |
$723K - $768K
|
263K
$24M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-9.51K- 10.75% |
$748K - $795K
|
78.9K
$7.21M
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-9.72K- 5.28% |
$765K - $812K
|
175K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.81K- 0.94% |
$772K - $820K
|
1.04M
$94.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.1K- 1.08% |
$797K - $847K
|
925K
$84.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.5K- 1.46% |
$829K - $881K
|
710K
$64.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-11K- 53.83% |
$864K - $918K
|
9.42K
$860K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.9K- 1.14% |
$935K - $994K
|
1.03M
$94.2M
|