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 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-80.5K- 75.18% |
$6.43M - $7.1M
|
26.6K
$2.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-83.8K- 87.3% |
$6.7M - $7.39M
|
12.2K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-87K- 58.63% |
$6.95M - $7.67M
|
61.4K
$5.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-90.6K- 1.12% |
$7.24M - $7.99M
|
8.01M
$732M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-107K- 40.2% |
$8.53M - $9.41M
|
159K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-134K- 2.99% |
$10.7M - $11.9M
|
4.36M
$399M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-143K- 0.67% |
$11.4M - $12.6M
|
21.1M
$1.93B
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-145K- 0.43% |
$11.6M - $12.8M
|
33.3M
$3.04B
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-159K- 3.6% |
$12.7M - $14M
|
4.25M
$388M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-193K- 20.63% |
$15.4M - $17M
|
741K
$67.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-210K- 1.53% |
$16.8M - $18.5M
|
13.5M
$1.23B
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-317K- 63.28% |
$25.3M - $28M
|
184K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-465K- 98.84% |
$37.1M - $41M
|
5.45K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-477K- 10.73% |
$38.1M - $42M
|
3.97M
$362M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-484K- 99.6% |
$38.7M - $42.7M
|
1.92K
$176K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-517K- 16.51% |
$41.3M - $45.6M
|
2.61M
$239M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-724K- 43.4% |
$57.9M - $63.8M
|
944K
$86.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-868K- 25.6% |
$69.3M - $76.5M
|
2.52M
$230M
|