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 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-560- 4.88% |
$44.8K - $49.4K
|
10.9K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-560- 7.5% |
$44.8K - $49.4K
|
6.91K
$664K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-566- 2.42% |
$45.2K - $49.9K
|
22.8K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-578- 0.37% |
$46.2K - $51K
|
155K
$14.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-588- 16.18% |
$47K - $51.9K
|
3.05K
$293K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-612- 1.26% |
$48.9K - $54K
|
48K
$4.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-613- 1.42% |
$49K - $54.1K
|
42.4K
$4.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-614- 5.37% |
$49.1K - $54.1K
|
10.8K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-620- 2.22% |
$49.6K - $54.7K
|
27.3K
$2.63M
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-632- 14.45% |
$50.5K - $55.7K
|
3.74K
$360K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-634- 12.61% |
$50.7K - $55.9K
|
4.39K
$422K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-634- 8.08% |
$50.7K - $55.9K
|
7.21K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-638- 11.87% |
$51K - $56.3K
|
4.74K
$455K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-657- 8.43% |
$52.5K - $57.9K
|
7.14K
$686K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-676- 17.45% |
$54K - $59.6K
|
3.2K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-678- 4.0% |
$54.2K - $59.8K
|
16.3K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-696- 0.81% |
$55.6K - $61.4K
|
84.8K
$8.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-698- 6.27% |
$55.8K - $61.6K
|
10.4K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-699- 23.34% |
$55.9K - $61.6K
|
2.3K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-720- 1.3% |
$57.5K - $63.5K
|
54.7K
$5.26M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-727- 15.87% |
$58.1K - $64.1K
|
3.85K
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-736- 23.39% |
$58.8K - $64.9K
|
2.41K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-745- 8.18% |
$59.5K - $65.7K
|
8.37K
$804K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-763- 0.36% |
$61K - $67.3K
|
212K
$20.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-769- 13.51% |
$61.5K - $67.8K
|
4.92K
$473K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-769- 0.04% |
$61.5K - $67.8K
|
2M
$192M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-772- 1.94% |
$61.7K - $68.1K
|
39.1K
$3.75M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-806- 2.33% |
$64.4K - $71.1K
|
33.8K
$3.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-808- 2.04% |
$64.6K - $71.3K
|
38.7K
$3.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-817- 0.09% |
$65.3K - $72.1K
|
906K
$87M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-825- 3.43% |
$65.9K - $72.8K
|
23.3K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-825- 0.66% |
$65.9K - $72.8K
|
124K
$11.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-845- 0.8% |
$67.5K - $74.5K
|
105K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-847- 20.33% |
$67.7K - $74.7K
|
3.32K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-865- 2.29% |
$69.1K - $76.3K
|
36.9K
$3.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-867- 12.04% |
$69.3K - $76.5K
|
6.34K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-871- 11.11% |
$69.6K - $76.8K
|
6.97K
$670K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-900- 18.29% |
$71.9K - $79.4K
|
4.02K
$386K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-928- 30.78% |
$74.2K - $81.8K
|
2.09K
$201K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-946- 8.97% |
$75.6K - $83.4K
|
9.6K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-949- 1.07% |
$75.8K - $83.7K
|
88K
$8.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-998- 4.32% |
$79.8K - $88K
|
22.1K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.01K- 12.73% |
$80.9K - $89.2K
|
6.94K
$666K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.01K- 15.34% |
$81K - $89.3K
|
5.59K
$537K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.03K- 1.21% |
$81.9K - $90.4K
|
84K
$8.07M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.03K- 9.66% |
$82.6K - $91.1K
|
9.67K
$929K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.03K- 1.34% |
$82.6K - $91.1K
|
76.2K
$7.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-1.05K- 0.6% |
$83.9K - $92.6K
|
173K
$16.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.05K- 0.61% |
$84K - $92.7K
|
172K
$16.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.05K- 14.92% |
$84.1K - $92.8K
|
6K
$576K
|