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 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
585+ 62.37% |
$46K - $48.9K
|
1.52K
$139K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
565+ 18.42% |
$44.4K - $47.2K
|
3.63K
$332K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
548+ 1.84% |
$43.1K - $45.8K
|
30.3K
$2.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
539+ 0.98% |
$42.4K - $45.1K
|
55.4K
$5.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
532+ 200.75% |
$41.8K - $44.5K
|
797
$72.8K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
512New |
$40.3K - $42.8K
|
512
$46.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
508+ 71.45% |
$40K - $42.5K
|
1.22K
$111K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
501+ 11.51% |
$39.4K - $41.9K
|
4.85K
$443K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
500New |
$39.3K - $41.8K
|
500
$45.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
500+ 1.43% |
$39.3K - $41.8K
|
35.5K
$3.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
495+ 0.72% |
$38.9K - $41.4K
|
69.5K
$6.35M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
468+ 43.33% |
$36.8K - $39.1K
|
1.55K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
466+ 13.16% |
$36.7K - $39K
|
4.01K
$366K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
454+ 6.55% |
$35.7K - $37.9K
|
7.38K
$674K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
436New |
$34.3K - $36.4K
|
436
$39.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
429+ 3.21% |
$33.7K - $35.9K
|
13.8K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
428+ 1.93% |
$33.7K - $35.8K
|
22.7K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
415+ 6.83% |
$32.6K - $34.7K
|
6.49K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
401+ 5.6% |
$31.5K - $33.5K
|
7.57K
$691K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
400+ 5.3% |
$31.5K - $33.4K
|
7.95K
$726K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
400+ 3.0% |
$31.5K - $33.4K
|
13.8K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
390+ 8.15% |
$30.7K - $32.6K
|
5.18K
$473K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
384+ 33.95% |
$30.2K - $32.1K
|
1.52K
$138K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
379+ 7.22% |
$29.8K - $31.7K
|
5.63K
$514K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
363+ 9.78% |
$28.6K - $30.3K
|
4.08K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
346+ 0.11% |
$27.2K - $28.9K
|
306K
$27.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
345+ 32.03% |
$27.1K - $28.8K
|
1.42K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
338+ 1.04% |
$26.6K - $28.3K
|
33K
$3.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
337New |
$26.5K - $28.2K
|
337
$30.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
332+ 7.45% |
$26.1K - $27.8K
|
4.79K
$438K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
324+ 69.53% |
$25.5K - $27.1K
|
790
$72.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
319+ 5.64% |
$25.1K - $26.7K
|
5.98K
$546K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
319+ 5.64% |
$25.1K - $26.7K
|
5.98K
$546K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
307+ 1.94% |
$24.1K - $25.7K
|
16.1K
$1.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
302+ 8.99% |
$23.8K - $25.2K
|
3.66K
$335K
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
300+ 7.64% |
$23.6K - $25.1K
|
4.23K
$386K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
300New |
$23.6K - $25.1K
|
300
$27.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
282+ 0.37% |
$22.2K - $23.6K
|
75.7K
$6.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
281+ 1.83% |
$22.1K - $23.5K
|
15.6K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
276+ 24.19% |
$21.7K - $23.1K
|
1.42K
$129K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
275+ 0.51% |
$21.6K - $23K
|
54.4K
$4.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
266+ 9.08% |
$20.9K - $22.2K
|
3.2K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
254+ 0.47% |
$20K - $21.2K
|
54.4K
$4.97M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
254+ 4.0% |
$20K - $21.2K
|
6.6K
$603K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
253+ 69.13% |
$19.9K - $21.1K
|
619
$56.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
245+ 0.61% |
$19.3K - $20.5K
|
40.5K
$3.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
236New |
$18.6K - $19.7K
|
236
$21.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
229+ 3.85% |
$18K - $19.1K
|
6.18K
$564K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
223+ 1.97% |
$17.5K - $18.6K
|
11.6K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
209+ 1.23% |
$16.4K - $17.5K
|
17.2K
$1.57M
|