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 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.78K+ 14.18% |
$542K - $598K
|
54.6K
$4.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.74K+ 0.82% |
$538K - $594K
|
826K
$75.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6.69K+ 18.83% |
$535K - $590K
|
42.2K
$3.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.68K+ 6.94% |
$534K - $589K
|
103K
$9.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
6.64K+ 46.98% |
$531K - $586K
|
20.8K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.59KNew |
$527K - $581K
|
6.59K
$602K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.43K+ 14.11% |
$514K - $567K
|
52K
$4.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.37K+ 127.26% |
$509K - $562K
|
11.4K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.31KNew |
$504K - $557K
|
6.31K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.27K+ 4.72% |
$501K - $553K
|
139K
$12.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.23K+ 73.21% |
$498K - $549K
|
14.7K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.22K+ 1.02% |
$497K - $548K
|
615K
$56.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.21K+ 5.94% |
$496K - $548K
|
111K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6.1K+ 20.68% |
$488K - $538K
|
35.6K
$3.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.91K+ 4.96% |
$473K - $522K
|
125K
$11.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.89K+ 1.02% |
$471K - $520K
|
581K
$53.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
5.84K+ 3.25% |
$467K - $515K
|
186K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.83K+ 163.64% |
$466K - $514K
|
9.4K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.78K+ 2.51% |
$462K - $509K
|
236K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.66K+ 5.06% |
$453K - $499K
|
118K
$10.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.57K+ 6.38% |
$445K - $492K
|
92.9K
$8.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
5.5K+ 105.77% |
$439K - $485K
|
10.7K
$977K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.47K+ 134.21% |
$437K - $482K
|
9.54K
$872K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.46K+ 124.29% |
$436K - $482K
|
9.85K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.32K+ 40.16% |
$425K - $469K
|
18.6K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.3K+ 48.57% |
$424K - $468K
|
16.2K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.26KNew |
$421K - $464K
|
5.26K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.25K+ 0.51% |
$419K - $463K
|
1.04M
$95.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.25KNew |
$419K - $463K
|
5.25K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.08K+ 29.24% |
$406K - $448K
|
22.5K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.05KNew |
$403K - $445K
|
5.05K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.99KNew |
$399K - $440K
|
4.99K
$456K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.91K+ 52.16% |
$393K - $433K
|
14.3K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.9K+ 10.87% |
$391K - $432K
|
49.9K
$4.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.81K+ 5.95% |
$384K - $424K
|
85.6K
$7.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.71KNew |
$377K - $415K
|
4.71K
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.62K+ 8.53% |
$369K - $408K
|
58.8K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.44K+ 7.68% |
$355K - $392K
|
62.2K
$5.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.44K+ 4.96% |
$355K - $391K
|
93.9K
$8.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.43KNew |
$354K - $391K
|
4.43K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.41K+ 48.4% |
$353K - $389K
|
13.5K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.35K+ 22.47% |
$348K - $384K
|
23.7K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.24K+ 13.82% |
$339K - $374K
|
34.9K
$3.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.22KNew |
$337K - $372K
|
4.22K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.2K+ 6.96% |
$336K - $370K
|
64.5K
$5.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.19KNew |
$335K - $369K
|
4.19K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
4.12KNew |
$329K - $363K
|
4.12K
$376K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.06KNew |
$324K - $358K
|
4.06K
$371K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.04K+ 12.23% |
$323K - $356K
|
37K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.96K+ 98.93% |
$316K - $349K
|
7.96K
$727K
|