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
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18.4K+ 20.25% |
$1.47M - $1.62M
|
109K
$9.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.5K+ 64.53% |
$1.4M - $1.54M
|
44.6K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16K+ 1.74% |
$1.28M - $1.41M
|
935K
$85.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$1.2M - $1.33M
|
15.1K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.7KNew |
$1.17M - $1.29M
|
14.7K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14.5K+ 7.0% |
$1.16M - $1.28M
|
222K
$20.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
14.3KNew |
$1.14M - $1.26M
|
14.3K
$1.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
14.2K+ 17.98% |
$1.14M - $1.25M
|
93.3K
$8.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
14.1KNew |
$1.13M - $1.25M
|
14.1K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.5KNew |
$1.08M - $1.19M
|
13.5K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
13.4K+ 8.91% |
$1.07M - $1.19M
|
164K
$15M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
13.2K+ 1.22% |
$1.05M - $1.16M
|
1.09M
$99.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.4KNew |
$992K - $1.09M
|
12.4K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.4K+ 1.25% |
$991K - $1.09M
|
1.01M
$92.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
12.4K+ 4.11% |
$990K - $1.09M
|
314K
$28.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
11.9KNew |
$947K - $1.05M
|
11.9K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
11.6K+ 2.63% |
$927K - $1.02M
|
452K
$41.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
11.5KNew |
$918K - $1.01M
|
11.5K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 6.29% |
$892K - $984K
|
189K
$17.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 12.93% |
$891K - $984K
|
97.4K
$8.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11K+ 24.99% |
$879K - $970K
|
55K
$5.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11K+ 18.7% |
$876K - $967K
|
69.6K
$6.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
10KNew |
$799K - $882K
|
10K
$913K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.94KNew |
$794K - $877K
|
9.94K
$908K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
9.72KNew |
$777K - $857K
|
9.72K
$888K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.5KNew |
$759K - $838K
|
9.5K
$868K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
9.45K+ 6.4% |
$755K - $834K
|
157K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.42K+ 2.65% |
$753K - $831K
|
365K
$33.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.3K+ 3.1% |
$743K - $820K
|
310K
$28.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
9.27KNew |
$741K - $818K
|
9.27K
$847K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
9.1K+ 14.98% |
$727K - $802K
|
69.8K
$6.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8.97K+ 6.17% |
$717K - $791K
|
154K
$14.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.83K+ 11.25% |
$705K - $778K
|
87.2K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.75K+ 152.17% |
$699K - $771K
|
14.5K
$1.32M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8.73KNew |
$698K - $770K
|
8.73K
$797K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.64KNew |
$690K - $762K
|
8.64K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
8.03K+ 3.57% |
$642K - $708K
|
233K
$21.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.88K+ 106.66% |
$630K - $695K
|
15.3K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.85K+ 14.17% |
$627K - $692K
|
63.2K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.75K+ 1.42% |
$619K - $683K
|
552K
$50.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
7.65K+ 39.57% |
$611K - $675K
|
27K
$2.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.63K+ 1247.95% |
$609K - $672K
|
8.24K
$752K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.49K+ 37.05% |
$599K - $661K
|
27.7K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
7.43K+ 3.17% |
$594K - $655K
|
242K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.18K+ 27.77% |
$574K - $633K
|
33K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.98K+ 12.25% |
$558K - $616K
|
64K
$5.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.89K+ 2.53% |
$551K - $608K
|
279K
$25.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
6.85K+ 2.61% |
$547K - $604K
|
270K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.82K+ 3.72% |
$545K - $601K
|
190K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
6.8K+ 66.97% |
$543K - $599K
|
16.9K
$1.55M
|