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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-46- 0.63% |
$3.68K - $4.06K
|
7.29K
$666K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-46- 0.65% |
$3.68K - $4.06K
|
7.02K
$641K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-49- 0.76% |
$3.92K - $4.32K
|
6.39K
$584K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-50- 0.54% |
$4K - $4.41K
|
9.27K
$847K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-52- 0.43% |
$4.16K - $4.59K
|
12.1K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-53- 0.69% |
$4.24K - $4.67K
|
7.65K
$698K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-56- 2.11% |
$4.48K - $4.94K
|
2.6K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-59- 0.69% |
$4.72K - $5.2K
|
8.45K
$772K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-60- 0.1% |
$4.8K - $5.29K
|
58.2K
$5.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-60- 0.1% |
$4.8K - $5.29K
|
58K
$5.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-60- 2.16% |
$4.8K - $5.29K
|
2.72K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-60- 0.33% |
$4.8K - $5.29K
|
17.9K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-62- 0.28% |
$4.96K - $5.47K
|
21.8K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-62- 4.15% |
$4.96K - $5.47K
|
1.43K
$131K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-62- 0.9% |
$4.96K - $5.47K
|
6.8K
$621K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-65- 2.15% |
$5.19K - $5.73K
|
2.95K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-66- 1.27% |
$5.27K - $5.82K
|
5.12K
$467K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-67- 0.53% |
$5.35K - $5.91K
|
12.5K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-70- 2.25% |
$5.59K - $6.17K
|
3.04K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-70- 1.75% |
$5.59K - $6.17K
|
3.94K
$360K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71- 0.82% |
$5.67K - $6.26K
|
8.59K
$785K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-73- 1.25% |
$5.83K - $6.44K
|
5.75K
$525K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-74- 45.68% |
$5.91K - $6.53K
|
88
$8.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-75- 0.43% |
$5.99K - $6.61K
|
17.4K
$1.59M
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-75- 2.34% |
$5.99K - $6.61K
|
3.13K
$286K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-79- 0.75% |
$6.31K - $6.97K
|
10.5K
$961K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-81- 3.38% |
$6.47K - $7.14K
|
2.32K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-86- 3.08% |
$6.87K - $7.58K
|
2.71K
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-87- 2.23% |
$6.95K - $7.67K
|
3.81K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-90- 1.13% |
$7.19K - $7.94K
|
7.9K
$722K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-93- 0.63% |
$7.43K - $8.2K
|
14.6K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-95- 0.31% |
$7.59K - $8.38K
|
30.6K
$2.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-95- 0.17% |
$7.59K - $8.38K
|
54.3K
$4.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-96- 1.46% |
$7.67K - $8.47K
|
6.49K
$593K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-96- 3.35% |
$7.67K - $8.47K
|
2.77K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-97- 0.13% |
$7.75K - $8.55K
|
73.6K
$6.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-98- 1.37% |
$7.83K - $8.64K
|
7.07K
$646K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-100- 0.47% |
$7.99K - $8.82K
|
21K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-105- 0.24% |
$8.39K - $9.26K
|
43.4K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-110- 0.26% |
$8.79K - $9.7K
|
43K
$3.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-112- 1.45% |
$8.95K - $9.88K
|
7.6K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-114- 0.3% |
$9.11K - $10.1K
|
38.4K
$3.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-115- 3.49% |
$9.19K - $10.1K
|
3.18K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-119- 7.07% |
$9.51K - $10.5K
|
1.56K
$143K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-122- 0.22% |
$9.75K - $10.8K
|
55.5K
$5.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-129- 2.71% |
$10.3K - $11.4K
|
4.64K
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-137- 2.8% |
$10.9K - $12.1K
|
4.76K
$435K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-140- 2.08% |
$11.2K - $12.3K
|
6.6K
$603K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-146- 20.36% |
$11.7K - $12.9K
|
571
$52.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-150- 0.4% |
$12K - $13.2K
|
37.3K
$3.4M
|