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 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-3.94K- 40.17% |
$315K - $347K
|
5.87K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-3.97K- 3.64% |
$317K - $350K
|
105K
$9.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.97K- 4.72% |
$317K - $350K
|
80.1K
$7.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 8.46% |
$319K - $352K
|
43.3K
$3.95M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-4.03K- 49.94% |
$322K - $355K
|
4.04K
$369K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.04K- 4.25% |
$323K - $356K
|
90.8K
$8.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.13K- 5.29% |
$330K - $364K
|
73.9K
$6.75M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.14K- 24.42% |
$331K - $365K
|
12.8K
$1.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.38K- 18.31% |
$350K - $386K
|
19.5K
$1.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.44K- 1.82% |
$355K - $391K
|
240K
$21.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.51K- 58.2% |
$360K - $398K
|
3.24K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.63K- 38.29% |
$370K - $408K
|
7.46K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.63K- 16.9% |
$370K - $408K
|
22.8K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.71K- 51.39% |
$376K - $415K
|
4.45K
$407K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-4.79K- 37.2% |
$383K - $423K
|
8.09K
$739K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-4.98K- 52.43% |
$398K - $439K
|
4.51K
$412K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.05K- 7.27% |
$404K - $445K
|
64.4K
$5.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.19K- 5.14% |
$415K - $458K
|
95.8K
$8.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.31K- 34.7% |
$424K - $468K
|
9.99K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.32K- 49.71% |
$425K - $469K
|
5.38K
$491K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.41K- 10.47% |
$432K - $477K
|
46.2K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.42K- 8.08% |
$433K - $478K
|
61.7K
$5.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-5.54K- 42.39% |
$443K - $488K
|
7.53K
$688K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.61K- 8.05% |
$448K - $495K
|
64.1K
$5.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.84K- 7.11% |
$467K - $515K
|
76.4K
$6.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.87K- 0.26% |
$469K - $518K
|
2.27M
$208M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-6.3K- 1.84% |
$503K - $555K
|
335K
$30.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-6.31K- 7.99% |
$504K - $556K
|
72.6K
$6.63M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.33K- 34.83% |
$506K - $558K
|
11.8K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-6.4K- 14.92% |
$512K - $565K
|
36.5K
$3.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.85K- 13.15% |
$547K - $604K
|
45.2K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-7K- 36.46% |
$559K - $617K
|
12.2K
$1.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-7.11K- 78.54% |
$568K - $627K
|
1.94K
$177K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-7.17K- 34.92% |
$573K - $632K
|
13.4K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.22K- 2.0% |
$577K - $637K
|
353K
$32.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.75K- 1.09% |
$620K - $684K
|
702K
$64.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.21K- 50.26% |
$656K - $724K
|
8.13K
$743K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.26K- 66.99% |
$660K - $728K
|
4.07K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-8.34K- 3.47% |
$666K - $735K
|
232K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.55K- 7.87% |
$683K - $754K
|
100K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-8.56K- 8.79% |
$684K - $755K
|
88.9K
$8.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-8.59K- 12.79% |
$687K - $758K
|
58.6K
$5.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-8.77K- 39.89% |
$701K - $773K
|
13.2K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9.92K- 79.93% |
$793K - $875K
|
2.49K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.1K- 6.89% |
$810K - $894K
|
137K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.1K- 89.12% |
$811K - $894K
|
1.24K
$113K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.3K- 28.43% |
$822K - $907K
|
25.9K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.2K- 5.75% |
$896K - $989K
|
184K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.4K- 49.69% |
$909K - $1M
|
11.5K
$1.05M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.6K- 15.42% |
$928K - $1.02M
|
63.7K
$5.82M
|