Purchases and Sales Made in Q3 2024 in Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.72M+ 4.16% |
$137M - $152M
|
43M
$3.93B
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
958K+ 18.52% |
$76.6M - $84.5M
|
6.13M
$560M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
743K+ 1.27% |
$59.4M - $65.5M
|
59.3M
$5.41B
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
476K+ 15458.99% |
$38.1M - $42M
|
479K
$43.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
393KNew |
$31.4M - $34.7M
|
393K
$35.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
373KNew |
$29.8M - $32.9M
|
373K
$34.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
280K+ 40.07% |
$22.4M - $24.7M
|
979K
$89.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
223KNew |
$17.8M - $19.7M
|
223K
$20.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
199K+ 2.9% |
$15.9M - $17.5M
|
7.06M
$645M
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
189KNew |
$15.1M - $16.6M
|
189K
$17.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
185K+ 271.6% |
$14.8M - $16.4M
|
254K
$23.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
148K+ 1.64% |
$11.8M - $13M
|
9.19M
$839M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143K+ 9.72% |
$11.4M - $12.6M
|
1.61M
$147M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
118K+ 3199.29% |
$9.41M - $10.4M
|
121K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
110K+ 1627.77% |
$8.77M - $9.68M
|
117K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
102KNew |
$8.13M - $8.98M
|
102K
$9.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
102KNew |
$8.13M - $8.98M
|
102K
$9.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
85.1K+ 3408.69% |
$6.8M - $7.51M
|
87.6K
$8M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
81.5KNew |
$6.51M - $7.19M
|
81.5K
$7.45M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
77.5K+ 9.24% |
$6.2M - $6.84M
|
917K
$83.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
74K+ 3.14% |
$5.91M - $6.53M
|
2.43M
$222M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
74K+ 15.71% |
$5.91M - $6.52M
|
545K
$49.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
64.9K+ 1.64% |
$5.19M - $5.72M
|
4.03M
$368M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
63K+ 691.28% |
$5.04M - $5.56M
|
72.1K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
59.1K+ 9.36% |
$4.73M - $5.22M
|
691K
$63.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
56.4KNew |
$4.51M - $4.98M
|
56.4K
$5.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
53.3K+ 855.86% |
$4.26M - $4.7M
|
59.5K
$5.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
50.2K+ 5.54% |
$4.01M - $4.42M
|
955K
$87.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.5K+ 159.46% |
$3.64M - $4.02M
|
74.1K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
38.2K+ 112.38% |
$3.05M - $3.37M
|
72.2K
$6.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
37.1K+ 3.21% |
$2.96M - $3.27M
|
1.19M
$109M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.3K+ 2.56% |
$2.9M - $3.2M
|
1.45M
$133M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
34.5K+ 1230.76% |
$2.76M - $3.05M
|
37.3K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
34K+ 7.8% |
$2.71M - $3M
|
469K
$42.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
29.9KNew |
$2.39M - $2.63M
|
29.9K
$2.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
26.6K+ 645.92% |
$2.12M - $2.34M
|
30.7K
$2.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
25.6K+ 20.81% |
$2.05M - $2.26M
|
149K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25.5K+ 52.37% |
$2.04M - $2.25M
|
74.1K
$6.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
25.1K+ 30.83% |
$2.01M - $2.22M
|
107K
$9.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
24.6K+ 18.22% |
$1.97M - $2.17M
|
160K
$14.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.3K+ 723.72% |
$1.94M - $2.14M
|
27.7K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
22.6K+ 6.74% |
$1.81M - $2M
|
359K
$32.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
22.2KNew |
$1.78M - $1.96M
|
22.2K
$2.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
21.6K+ 29.07% |
$1.73M - $1.9M
|
95.9K
$8.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.3K+ 9.54% |
$1.7M - $1.87M
|
244K
$22.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20.8KNew |
$1.66M - $1.83M
|
20.8K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.7K+ 12.71% |
$1.57M - $1.74M
|
174K
$15.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
19K+ 4.35% |
$1.52M - $1.67M
|
454K
$41.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
18.9KNew |
$1.51M - $1.66M
|
18.9K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.4K+ 0.25% |
$1.47M - $1.62M
|
7.48M
$683M
|