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
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.58K- 1.48% |
$126K - $139K
|
105K
$9.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.58K- 5.84% |
$126K - $139K
|
25.4K
$2.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.58K- 4.49% |
$126K - $139K
|
33.6K
$3.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.6K- 40.34% |
$128K - $141K
|
2.37K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.61K- 4.74% |
$128K - $142K
|
32.3K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 6.75% |
$129K - $142K
|
22.2K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.61K- 2.48% |
$129K - $142K
|
63.5K
$5.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.61K- 3.59% |
$129K - $142K
|
43.4K
$3.96M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.62K- 1.93% |
$129K - $142K
|
82.2K
$7.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 1.75% |
$133K - $146K
|
93.3K
$8.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.66K- 1.64% |
$133K - $147K
|
99.7K
$9.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.7K- 29.82% |
$136K - $150K
|
4K
$365K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.7K- 12.63% |
$136K - $150K
|
11.8K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.72K- 4.74% |
$137K - $152K
|
34.5K
$3.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.78K- 0.66% |
$142K - $157K
|
267K
$24.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.83K- 0.92% |
$146K - $162K
|
197K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.86K- 72.95% |
$149K - $164K
|
691
$63.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.89K- 22.74% |
$151K - $167K
|
6.42K
$586K
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-1.9K- 11.9% |
$152K - $168K
|
14.1K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-1.92K- 6.23% |
$153K - $169K
|
28.9K
$2.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.93K- 0.21% |
$154K - $170K
|
923K
$84.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.98K- 0.44% |
$158K - $174K
|
451K
$41.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.03K- 40.67% |
$162K - $179K
|
2.96K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 4.99% |
$164K - $180K
|
39K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.07K- 46.55% |
$165K - $182K
|
2.37K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-2.15K- 13.72% |
$172K - $190K
|
13.5K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.22K- 1.32% |
$178K - $196K
|
167K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-2.31K- 2.1% |
$185K - $204K
|
108K
$9.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.31K- 4.74% |
$185K - $204K
|
46.4K
$4.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.35K- 8.87% |
$188K - $208K
|
24.2K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.42K- 3.03% |
$193K - $213K
|
77.6K
$7.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.53K- 1.08% |
$202K - $223K
|
231K
$21.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.56K- 12.6% |
$205K - $226K
|
17.8K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.57K- 11.39% |
$205K - $226K
|
20K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-2.63K- 14.63% |
$210K - $232K
|
15.4K
$1.4M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.79K- 0.59% |
$223K - $246K
|
472K
$43.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.82K- 4.22% |
$226K - $249K
|
64.1K
$5.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.89K- 3.44% |
$231K - $255K
|
81K
$7.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.91K- 25.12% |
$233K - $257K
|
8.68K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.94K- 3.64% |
$235K - $259K
|
77.9K
$7.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3K- 2.93% |
$240K - $265K
|
99.3K
$9.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.03K- 12.05% |
$242K - $267K
|
22.1K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.05K- 1.24% |
$244K - $269K
|
243K
$22.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.08K- 0.33% |
$246K - $271K
|
930K
$85M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.22K- 13.28% |
$257K - $284K
|
21K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-3.22K- 17.37% |
$257K - $284K
|
15.3K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.41K- 0.45% |
$273K - $301K
|
748K
$68.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-3.49K- 32.73% |
$279K - $308K
|
7.17K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.75K- 6.79% |
$300K - $331K
|
51.5K
$4.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.83K- 6.01% |
$306K - $338K
|
59.9K
$5.47M
|