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 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-156- 3.63% |
$12.5K - $13.8K
|
4.14K
$379K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-157- 1.58% |
$12.5K - $13.8K
|
9.77K
$892K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-158- 0.72% |
$12.6K - $13.9K
|
21.8K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-162- 3.14% |
$12.9K - $14.3K
|
4.99K
$456K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-163- 23.9% |
$13K - $14.4K
|
519
$47.4K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-163- 0.14% |
$13K - $14.4K
|
116K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-165- 1.92% |
$13.2K - $14.6K
|
8.43K
$770K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-170- 0.17% |
$13.6K - $15K
|
100K
$9.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-172- 2.1% |
$13.7K - $15.2K
|
8.01K
$732K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-174- 3.1% |
$13.9K - $15.3K
|
5.44K
$497K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-176- 2.07% |
$14.1K - $15.5K
|
8.32K
$760K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-177- 1.22% |
$14.1K - $15.6K
|
14.4K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-185- 1.49% |
$14.8K - $16.3K
|
12.2K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-185- 0.69% |
$14.8K - $16.3K
|
26.8K
$2.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-189- 44.47% |
$15.1K - $16.7K
|
236
$21.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-189- 6.62% |
$15.1K - $16.7K
|
2.67K
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-191- 2.01% |
$15.3K - $16.8K
|
9.32K
$852K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-191- 0.44% |
$15.3K - $16.8K
|
43K
$3.93M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-196- 2.82% |
$15.7K - $17.3K
|
6.76K
$617K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-200- 2.14% |
$16K - $17.6K
|
9.15K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-201- 5.45% |
$16.1K - $17.7K
|
3.49K
$318K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-203- 0.57% |
$16.2K - $17.9K
|
35.6K
$3.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-212- 1.06% |
$16.9K - $18.7K
|
19.8K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-214- 2.21% |
$17.1K - $18.9K
|
9.45K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-215- 7.38% |
$17.2K - $19K
|
2.7K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-219- 0.81% |
$17.5K - $19.3K
|
26.9K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-221- 5.35% |
$17.7K - $19.5K
|
3.91K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-221- 3.22% |
$17.7K - $19.5K
|
6.64K
$607K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-223- 1.93% |
$17.8K - $19.7K
|
11.3K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-223- 1.7% |
$17.8K - $19.7K
|
12.9K
$1.18M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-227- 0.75% |
$18.1K - $20K
|
29.9K
$2.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-235- 1.21% |
$18.8K - $20.7K
|
19.2K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-239- 2.26% |
$19.1K - $21.1K
|
10.3K
$944K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-244- 0.79% |
$19.5K - $21.5K
|
30.7K
$2.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-250- 6.49% |
$20K - $22K
|
3.6K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-251- 5.66% |
$20.1K - $22.1K
|
4.19K
$382K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-255- 0.4% |
$20.4K - $22.5K
|
63.3K
$5.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-258- 7.33% |
$20.6K - $22.8K
|
3.26K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-268- 0.67% |
$21.4K - $23.6K
|
39.9K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-276- 6.28% |
$22.1K - $24.3K
|
4.12K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-277- 5.38% |
$22.1K - $24.4K
|
4.87K
$445K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-277- 2.47% |
$22.1K - $24.4K
|
11K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-279- 35.01% |
$22.3K - $24.6K
|
518
$47.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-285- 1.54% |
$22.8K - $25.1K
|
18.2K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-294- 2.96% |
$23.5K - $25.9K
|
9.64K
$880K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-298- 3.13% |
$23.8K - $26.3K
|
9.22K
$842K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-299- 0.99% |
$23.9K - $26.4K
|
29.9K
$2.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-305- 6.74% |
$24.4K - $26.9K
|
4.22K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-307- 0.72% |
$24.5K - $27.1K
|
42.1K
$3.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-309- 7.16% |
$24.7K - $27.3K
|
4.01K
$366K
|