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 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
209New |
$16.4K - $17.5K
|
209
$19.1K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
204+ 0.93% |
$16K - $17.1K
|
22.1K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 8.75% |
$15.7K - $16.7K
|
2.49K
$227K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
195+ 6.93% |
$15.3K - $16.3K
|
3.01K
$275K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
194+ 2.9% |
$15.3K - $16.2K
|
6.88K
$629K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
188+ 1.88% |
$14.8K - $15.7K
|
10.2K
$930K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
183+ 0.05% |
$14.4K - $15.3K
|
360K
$32.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
180New |
$14.2K - $15K
|
180
$16.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
175+ 2.57% |
$13.8K - $14.6K
|
6.99K
$639K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
169+ 0.56% |
$13.3K - $14.1K
|
30.1K
$2.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
166+ 1.66% |
$13.1K - $13.9K
|
10.2K
$931K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
164+ 4.45% |
$12.9K - $13.7K
|
3.85K
$352K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
162+ 5.27% |
$12.7K - $13.5K
|
3.24K
$296K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
158+ 3.27% |
$12.4K - $13.2K
|
4.99K
$456K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
157+ 1.86% |
$12.3K - $13.1K
|
8.6K
$785K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
153+ 0.88% |
$12K - $12.8K
|
17.6K
$1.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
151+ 1.01% |
$11.9K - $12.6K
|
15.1K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
149+ 354.76% |
$11.7K - $12.5K
|
191
$17.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
145New |
$11.4K - $12.1K
|
145
$13.2K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
145+ 0.26% |
$11.4K - $12.1K
|
56.2K
$5.13M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
145+ 4.94% |
$11.4K - $12.1K
|
3.08K
$281K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
145+ 0.27% |
$11.4K - $12.1K
|
54.1K
$4.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
140+ 2.12% |
$11K - $11.7K
|
6.74K
$616K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
136+ 50.94% |
$10.7K - $11.4K
|
403
$36.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
133+ 2.92% |
$10.5K - $11.1K
|
4.69K
$429K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
131+ 0.47% |
$10.3K - $11K
|
28.1K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
129+ 3.76% |
$10.1K - $10.8K
|
3.56K
$325K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
128+ 0.21% |
$10.1K - $10.7K
|
61.6K
$5.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
126+ 0.07% |
$9.91K - $10.5K
|
175K
$16M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
123+ 2.9% |
$9.68K - $10.3K
|
4.37K
$399K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
122+ 0.98% |
$9.6K - $10.2K
|
12.6K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
122New |
$9.6K - $10.2K
|
122
$11.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
120+ 0.2% |
$9.44K - $10K
|
60.3K
$5.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
110+ 3.02% |
$8.65K - $9.19K
|
3.75K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
109+ 2.85% |
$8.57K - $9.11K
|
3.93K
$359K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
106+ 1.01% |
$8.34K - $8.86K
|
10.6K
$968K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
104+ 0.45% |
$8.18K - $8.69K
|
23.1K
$2.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
100+ 2.38% |
$7.87K - $8.36K
|
4.3K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
94+ 0.76% |
$7.39K - $7.86K
|
12.5K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
92+ 1.31% |
$7.24K - $7.69K
|
7.14K
$652K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
87+ 3.85% |
$6.84K - $7.27K
|
2.35K
$214K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
85+ 0.87% |
$6.69K - $7.11K
|
9.9K
$905K
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
83New |
$6.53K - $6.94K
|
83
$7.58K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
82+ 2.52% |
$6.45K - $6.85K
|
3.33K
$304K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
81+ 1.67% |
$6.37K - $6.77K
|
4.93K
$451K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
75+ 0.67% |
$5.9K - $6.27K
|
11.3K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
73+ 3.57% |
$5.74K - $6.1K
|
2.12K
$193K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
73+ 0.23% |
$5.74K - $6.1K
|
31.8K
$2.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70+ 1.09% |
$5.51K - $5.85K
|
6.5K
$594K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
68+ 0.1% |
$5.35K - $5.68K
|
65K
$5.94M
|