Purchases and Sales Made in Q2 2024 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 17, 2024 Q2 2024
Phoenix Wealth Advisors

BUY
 -
1.27K
+ 28.55%
$99.6K - $106K
5.7K $521K
Jul 24, 2024 Q2 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
1.24K
+ 15.23%
$97.6K - $104K
9.39K $858K
Aug 09, 2024 Q2 2024
Topel & Distasi Wealth Management, LLC

BUY
 -
1.22K
+ 34.75%
$96K - $102K
4.74K $432K
Aug 12, 2024 Q2 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
1.2K
+ 19.15%
$94.2K - $100K
7.45K $680K
Aug 14, 2024 Q2 2024
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
1.17K
+ 10.64%
$92.1K - $97.9K
12.2K $1.11M
Aug 07, 2024 Q2 2024
Gryphon Financial Partners LLC

BUY
 -
1.16K
+ 3.65%
$91.5K - $97.2K
33K $3.01M
Jul 31, 2024 Q2 2024
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
1.12K
+ 2.18%
$88.3K - $93.8K
52.5K $4.79M
Aug 13, 2024 Q2 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
1.11K
+ 3.85%
$87.6K - $93.1K
30K $2.74M
Aug 01, 2024 Q2 2024
Union Savings Bank

Litchfield, CT
BUY
 -
1.11K
+ 49.95%
$87.2K - $92.7K
3.33K $304K
Aug 06, 2024 Q2 2024
Anchor Capital Advisors LLC

BUY
 -
1.11K
+ 3.35%
$87.1K - $92.5K
34.1K $3.12M
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.01K
+ 0.91%
$79.5K - $84.5K
112K $10.2M
Aug 13, 2024 Q2 2024
Aft, Forsyth & Company, Inc.

BUY
 -
1.01K
+ 2.94%
$79.1K - $84.1K
35.2K $3.21M
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1K
+ 345.52%
$78.8K - $83.8K
1.29K $118K
Aug 01, 2024 Q2 2024
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
999
+ 36.73%
$78.6K - $83.5K
3.72K $340K
Aug 14, 2024 Q2 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
985
+ 4.53%
$77.5K - $82.3K
22.7K $2.08M
Jul 30, 2024 Q2 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
947
+ 9.04%
$74.5K - $79.2K
11.4K $1.04M
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
928
New
$73K - $77.6K
928 $84.8K
Jul 09, 2024 Q2 2024
Trust CO Of Vermont

BUY
 -
916
+ 29.93%
$72.1K - $76.6K
3.98K $363K
Jul 10, 2024 Q2 2024
Clean Yield Group

BUY
 -
897
New
$70.6K - $75K
897 $81.9K
Aug 05, 2024 Q2 2024
Lake Street Advisors Group, LLC

BUY
 -
866
+ 2.48%
$68.1K - $72.4K
35.7K $3.26M
Jul 17, 2024 Q2 2024
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
864
+ 14.69%
$68K - $72.2K
6.75K $616K
Aug 15, 2024 Q2 2024
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
862
+ 5.02%
$67.8K - $72.1K
18K $1.65M
Aug 13, 2024 Q2 2024
Merit Financial Group, LLC

BUY
 -
861
+ 26.45%
$67.7K - $72K
4.12K $376K
Aug 01, 2024 Q2 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
860
+ 35.23%
$67.6K - $71.9K
3.3K $302K
Jul 02, 2024 Q2 2024
Transcend Capital Advisors, LLC

BUY
 -
845
+ 10.22%
$66.5K - $70.6K
9.11K $832K
Aug 14, 2024 Q2 2024
Evercore Wealth Management, LLC

New York, NY
BUY
 -
809
+ 2.26%
$63.6K - $67.6K
36.7K $3.35M
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
779
+ 5.37%
$61.3K - $65.1K
15.3K $1.4M
Aug 05, 2024 Q2 2024
Bedel Financial Consulting, Inc.

BUY
 -
776
+ 2.77%
$61K - $64.9K
28.8K $2.63M
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
774
+ 3.09%
$60.9K - $64.7K
25.8K $2.36M
Jul 16, 2024 Q2 2024
Advisor Net Financial, Inc

BUY
 -
762
+ 34.14%
$59.9K - $63.7K
2.99K $273K
Aug 06, 2024 Q2 2024
Private Management Group Inc

BUY
 -
760
+ 4.19%
$59.8K - $63.5K
18.9K $1.73M
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
758
+ 2.24%
$59.6K - $63.4K
34.6K $3.16M
Aug 12, 2024 Q2 2024
Mycio Wealth Partners, LLC

BUY
 -
745
+ 1.66%
$58.6K - $62.3K
45.5K $4.16M
Jul 31, 2024 Q2 2024
Valmark Advisers, Inc.

BUY
 -
725
+ 2.81%
$57K - $60.6K
26.6K $2.43M
Aug 14, 2024 Q2 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
725
+ 26.74%
$57K - $60.6K
3.44K $314K
Jul 18, 2024 Q2 2024
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
725
+ 0.99%
$57K - $60.6K
74.3K $6.79M
Aug 09, 2024 Q2 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
700
+ 13.02%
$55.1K - $58.5K
6.08K $555K
Jul 29, 2024 Q2 2024
Modera Wealth Management, LLC

BUY
 -
693
+ 1.11%
$54.5K - $57.9K
62.9K $5.75M
Aug 01, 2024 Q2 2024
Mv Capital Management, Inc.

BUY
 -
690
+ 1.21%
$54.3K - $57.7K
57.7K $5.27M
Dec 12, 2024 Q2 2024
Heritage Wealth Advisors

BUY
 -
673
+ 2.94%
$52.9K - $56.3K
23.6K $2.15M
Aug 05, 2024 Q2 2024
Heritage Wealth Advisors

BUY
 -
673
+ 2.94%
$52.9K - $56.3K
23.6K $2.15M
Jul 29, 2024 Q2 2024
Key F Inancial Inc

BUY
 -
672
+ 173.2%
$52.9K - $56.2K
1.06K $96.8K
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
664
+ 8.3%
$52.2K - $55.5K
8.66K $791K
Aug 05, 2024 Q2 2024
Parkside Financial Bank & Trust

BUY
 -
660
+ 29.13%
$51.9K - $55.2K
2.93K $267K
Jul 23, 2024 Q2 2024
American National Bank

BUY
 -
630
+ 6.87%
$49.6K - $52.7K
9.81K $896K
Aug 06, 2024 Q2 2024
Camden Capital, LLC

BUY
 -
622
+ 6.53%
$48.9K - $52K
10.1K $927K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
611
New
$48.1K - $51.1K
611 $55.8K
Aug 14, 2024 Q2 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
600
+ 1.95%
$47.2K - $50.2K
31.4K $2.86M
Aug 13, 2024 Q2 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
589
+ 15.48%
$46.3K - $49.2K
4.39K $401K

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