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 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
24K+ 377.74% |
$1.89M - $2.01M
|
30.4K
$2.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
23.4K+ 20.99% |
$1.84M - $1.96M
|
135K
$12.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
23KNew |
$1.81M - $1.92M
|
23K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.9KNew |
$1.8M - $1.91M
|
22.9K
$2.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
22.2K+ 199.3% |
$1.75M - $1.86M
|
33.3K
$3.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
21.8KNew |
$1.72M - $1.82M
|
21.8K
$1.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
21.1K+ 5.33% |
$1.66M - $1.76M
|
417K
$38.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19.4K+ 60.24% |
$1.53M - $1.62M
|
51.6K
$4.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
18.6K+ 616.71% |
$1.46M - $1.55M
|
21.6K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.3K+ 3.48% |
$1.36M - $1.45M
|
515K
$47.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
17.2K+ 363.4% |
$1.36M - $1.44M
|
22K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
17K+ 16.06% |
$1.34M - $1.43M
|
123K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 0.03% |
$1.34M - $1.42M
|
58.5M
$5.35B
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
17K+ 50.16% |
$1.34M - $1.42M
|
50.9K
$4.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
16.6K+ 78.41% |
$1.3M - $1.39M
|
37.7K
$3.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.2K+ 1304.58% |
$1.28M - $1.36M
|
17.5K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
16.2K+ 5.08% |
$1.28M - $1.36M
|
336K
$30.7M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
16KNew |
$1.26M - $1.34M
|
16K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14.8K+ 34.93% |
$1.16M - $1.23M
|
57K
$5.21M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
14.1K+ 3.35% |
$1.11M - $1.18M
|
435K
$39.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
14KNew |
$1.1M - $1.17M
|
14K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
13.9KNew |
$1.09M - $1.16M
|
13.9K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
13.9K+ 18.03% |
$1.09M - $1.16M
|
90.7K
$8.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.8K+ 16.78% |
$1.08M - $1.15M
|
96K
$8.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.6K+ 9.64% |
$1.07M - $1.14M
|
155K
$14.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
13.4KNew |
$1.05M - $1.12M
|
13.4K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.1KNew |
$1.03M - $1.1M
|
13.1K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
13.1K+ 1.58% |
$1.03M - $1.09M
|
839K
$76.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13K+ 18.27% |
$1.02M - $1.09M
|
84.1K
$7.68M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
12.8K+ 3.74% |
$1.01M - $1.07M
|
356K
$32.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.6K+ 7.68% |
$989K - $1.05M
|
176K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12.5K+ 83.29% |
$979K - $1.04M
|
27.4K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.1K+ 8.94% |
$950K - $1.01M
|
147K
$13.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12K+ 1864.27% |
$940K - $999K
|
12.6K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
11.9K+ 2.78% |
$938K - $996K
|
440K
$40.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
11.6K+ 43.32% |
$916K - $973K
|
38.5K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.3K+ 0.12% |
$888K - $943K
|
9.04M
$826M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
11.3K+ 2.66% |
$888K - $943K
|
435K
$39.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.2K+ 34.3% |
$884K - $940K
|
44K
$4.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
11.2K+ 29.86% |
$883K - $938K
|
48.8K
$4.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11K+ 1.84% |
$864K - $918K
|
609K
$55.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10.7KNew |
$842K - $894K
|
10.7K
$977K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.7KNew |
$841K - $894K
|
10.7K
$977K
|
|
|
Aug 06, 2024
Q2 2024
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
10.6K+ 24.26% |
$835K - $887K
|
54.4K
$4.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 2.18% |
$826K - $878K
|
491K
$44.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.2KNew |
$803K - $853K
|
10.2K
$932K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.2K+ 2.07% |
$799K - $849K
|
501K
$45.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.1K+ 38.91% |
$797K - $847K
|
36.2K
$3.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
9.97K+ 14.43% |
$785K - $834K
|
79.1K
$7.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.71K+ 358.59% |
$764K - $811K
|
12.4K
$1.13M
|