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
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.5KNew |
$197K - $209K
|
2.5K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.46K+ 20.82% |
$193K - $205K
|
14.3K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.43K+ 1.87% |
$191K - $203K
|
133K
$12.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.41K+ 2.06% |
$190K - $201K
|
119K
$10.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.4K+ 1.51% |
$189K - $201K
|
162K
$14.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.37K+ 18.68% |
$187K - $198K
|
15.1K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.3K+ 1.33% |
$181K - $192K
|
175K
$16M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2.25K+ 68.57% |
$177K - $188K
|
5.54K
$506K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.24K+ 4.22% |
$176K - $187K
|
55.3K
$5.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.23K+ 1.23% |
$176K - $187K
|
183K
$16.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.19K+ 11.06% |
$172K - $183K
|
22K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.18K+ 10.67% |
$171K - $182K
|
22.6K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.17K+ 89.65% |
$171K - $182K
|
4.6K
$420K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.16K+ 0.4% |
$170K - $180K
|
544K
$49.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.14K+ 33.3% |
$168K - $179K
|
8.56K
$781K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2.06K+ 1.16% |
$162K - $172K
|
180K
$16.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.02KNew |
$159K - $169K
|
2.02K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2K+ 1.98% |
$157K - $167K
|
103K
$9.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2K+ 12.89% |
$157K - $167K
|
17.5K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.98K+ 18.26% |
$156K - $166K
|
12.8K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.97K+ 45.12% |
$155K - $165K
|
6.34K
$579K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
1.97K+ 1.73% |
$155K - $165K
|
116K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.95K+ 6.74% |
$153K - $163K
|
30.9K
$2.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.92K+ 11.04% |
$151K - $161K
|
19.3K
$1.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.92K+ 50.97% |
$151K - $161K
|
5.69K
$520K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.9K+ 2.27% |
$149K - $159K
|
85.6K
$7.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 9.31% |
$148K - $157K
|
22.1K
$2.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.86K+ 2.85% |
$146K - $155K
|
66.9K
$6.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
1.85K+ 0.62% |
$146K - $155K
|
302K
$27.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.77K+ 21.48% |
$139K - $148K
|
10K
$916K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.75K+ 11.95% |
$137K - $146K
|
16.3K
$1.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.63K+ 4.31% |
$129K - $137K
|
39.5K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.57K+ 6.51% |
$124K - $132K
|
25.8K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 3.75% |
$121K - $128K
|
42.5K
$3.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.51K+ 6.54% |
$119K - $126K
|
24.6K
$2.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.51K+ 9.79% |
$119K - $126K
|
16.9K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.49K+ 0.62% |
$117K - $124K
|
240K
$21.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.48K+ 1.96% |
$116K - $124K
|
77.2K
$7.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.48K+ 0.86% |
$116K - $124K
|
174K
$15.9M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.46K+ 14.64% |
$114K - $122K
|
11.4K
$1.04M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
1.45K+ 26.38% |
$114K - $121K
|
6.93K
$633K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.45K+ 17.98% |
$114K - $121K
|
9.49K
$867K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.44K+ 8.03% |
$113K - $120K
|
19.4K
$1.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.43K+ 3.6% |
$112K - $119K
|
41.1K
$3.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.4KNew |
$110K - $117K
|
1.4K
$128K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.39K+ 1.01% |
$109K - $116K
|
139K
$12.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 1.26% |
$107K - $114K
|
110K
$10M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.36K+ 0.24% |
$107K - $113K
|
558K
$50.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.3K+ 1.37% |
$102K - $108K
|
96.1K
$8.78M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.28K+ 1.09% |
$100K - $107K
|
118K
$10.8M
|