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 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-12.1K- 7.8% |
$952K - $1.01M
|
143K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.1K- 1.3% |
$954K - $1.01M
|
919K
$83.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.2K- 64.47% |
$963K - $1.02M
|
6.75K
$616K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-12.3K- 26.15% |
$965K - $1.03M
|
34.7K
$3.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-12.6K- 13.28% |
$990K - $1.05M
|
82.2K
$7.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-13.6K- 14.42% |
$1.07M - $1.14M
|
80.8K
$7.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-13.9K- 8.44% |
$1.09M - $1.16M
|
151K
$13.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14K- 4.46% |
$1.1M - $1.17M
|
300K
$27.4M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14.2K- 45.65% |
$1.12M - $1.19M
|
16.9K
$1.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.8K- 23.35% |
$1.17M - $1.24M
|
48.7K
$4.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-15K- 1.58% |
$1.18M - $1.25M
|
934K
$85.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-15.3K- 70.11% |
$1.2M - $1.28M
|
6.53K
$596K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.6K- 58.77% |
$1.22M - $1.3M
|
10.9K
$997K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.8K- 1.17% |
$1.32M - $1.4M
|
1.42M
$130M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-20.3K- 2.19% |
$1.59M - $1.69M
|
905K
$82.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-23.5K- 56.62% |
$1.85M - $1.96M
|
18K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-24.9K- 8.43% |
$1.96M - $2.08M
|
270K
$24.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-25.3K- 1.25% |
$1.99M - $2.11M
|
2M
$182M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-27.6K- 3.54% |
$2.17M - $2.31M
|
752K
$68.7M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-28.7K- 2.42% |
$2.26M - $2.4M
|
1.16M
$106M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-29.3K- 23.61% |
$2.31M - $2.45M
|
94.9K
$8.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.9K- 1.43% |
$2.43M - $2.59M
|
2.14M
$195M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.4K- 85.68% |
$2.7M - $2.87M
|
5.75K
$525K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-34.7K- 5.91% |
$2.73M - $2.9M
|
552K
$50.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-34.8K- 1.51% |
$2.74M - $2.91M
|
2.28M
$208M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-37.4K- 1.63% |
$2.94M - $3.12M
|
2.25M
$206M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-39.8K- 3.96% |
$3.13M - $3.33M
|
965K
$88.2M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-42.7K- 36.21% |
$3.36M - $3.57M
|
75.3K
$6.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-44.4K- 45.95% |
$3.49M - $3.71M
|
52.2K
$4.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-48.4K- 51.67% |
$3.81M - $4.04M
|
45.3K
$4.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.8K- 0.68% |
$4M - $4.25M
|
7.46M
$681M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.8K- 0.68% |
$4M - $4.25M
|
7.46M
$681M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-52K- 2.85% |
$4.09M - $4.34M
|
1.77M
$162M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-52.9K- 11.39% |
$4.16M - $4.42M
|
412K
$37.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-54.8K- 50.0% |
$4.31M - $4.58M
|
54.8K
$5.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-60.8K- 18.29% |
$4.78M - $5.08M
|
271K
$24.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-77.5K- 42.58% |
$6.1M - $6.48M
|
105K
$9.55M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-78.1K- 2.08% |
$6.15M - $6.53M
|
3.68M
$336M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-83.5K- 1.2% |
$6.57M - $6.98M
|
6.86M
$627M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-86.1K- 97.18% |
$6.78M - $7.2M
|
2.5K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-86.2K- 5.16% |
$6.78M - $7.21M
|
1.59M
$145M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-92.5K- 51.73% |
$7.27M - $7.73M
|
86.3K
$7.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-131K- 11.7% |
$10.3M - $11M
|
990K
$90.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134K- 2.93% |
$10.5M - $11.2M
|
4.44M
$406M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-204K- 25.14% |
$16M - $17M
|
607K
$55.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Starboard Value LP
New York, NY |
SELL
|
- |
-225K- 42.86% |
$17.7M - $18.8M
|
300K
$27.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-254K- 4.69% |
$20M - $21.3M
|
5.17M
$473M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-266K- 99.01% |
$20.9M - $22.2M
|
2.66K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-304K- 2.17% |
$23.9M - $25.4M
|
13.7M
$1.25B
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-350K- 33.37% |
$27.5M - $29.3M
|
699K
$63.8M
|