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 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.39KNew |
$191K - $210K
|
2.39K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.39KNew |
$191K - $210K
|
2.39K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.36KNew |
$188K - $208K
|
2.36K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
2.36KNew |
$188K - $208K
|
2.36K
$215K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.35KNew |
$188K - $208K
|
2.35K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
2.34KNew |
$187K - $206K
|
2.34K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.33KNew |
$186K - $205K
|
2.33K
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.31KNew |
$185K - $204K
|
2.31K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
2.3KNew |
$184K - $203K
|
2.3K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.29KNew |
$183K - $202K
|
2.29K
$209K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.29KNew |
$183K - $202K
|
2.29K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.28KNew |
$182K - $201K
|
2.28K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$182K - $200K
|
2.27K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.19K+ 4.82% |
$175K - $193K
|
47.6K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.16K+ 5.84% |
$173K - $191K
|
39.2K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 1.61% |
$171K - $189K
|
135K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.14K+ 2.66% |
$171K - $188K
|
82.5K
$7.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.13K+ 2.82% |
$170K - $188K
|
77.9K
$7.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.12K+ 8.62% |
$170K - $187K
|
26.8K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.1K+ 8.14% |
$168K - $185K
|
27.9K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.99K+ 48.44% |
$159K - $176K
|
6.1K
$557K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.98K+ 1.14% |
$158K - $175K
|
177K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.95K+ 27.17% |
$156K - $172K
|
9.13K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.86KNew |
$148K - $164K
|
1.86K
$170K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.85K+ 30.45% |
$148K - $163K
|
7.93K
$724K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.84K+ 10.77% |
$147K - $162K
|
18.9K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.83K+ 5.56% |
$147K - $162K
|
34.8K
$3.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.83K+ 14.09% |
$146K - $161K
|
14.8K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.82K+ 29.91% |
$146K - $161K
|
7.92K
$724K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.81K+ 4.51% |
$144K - $159K
|
41.9K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.79K+ 11.09% |
$143K - $158K
|
17.9K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.77K+ 1.84% |
$141K - $156K
|
97.9K
$8.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.73K+ 26.17% |
$138K - $152K
|
8.33K
$761K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.7K+ 2.61% |
$136K - $150K
|
66.7K
$6.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.6K+ 4.25% |
$128K - $141K
|
39.3K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.59K+ 8.66% |
$127K - $140K
|
19.9K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.51K+ 1.13% |
$121K - $133K
|
135K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.5K+ 10.89% |
$120K - $132K
|
15.3K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.49K+ 2.26% |
$119K - $131K
|
67.3K
$6.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.44K+ 2.5% |
$115K - $127K
|
59.1K
$5.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.43K+ 5.78% |
$114K - $126K
|
26.1K
$2.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.37K+ 20.73% |
$110K - $121K
|
7.99K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.37K+ 33.76% |
$109K - $121K
|
5.42K
$495K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.32K+ 1.19% |
$105K - $116K
|
111K
$10.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.3K+ 4.88% |
$103K - $114K
|
27.9K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.29K+ 9.04% |
$103K - $114K
|
15.5K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.27K+ 26.55% |
$102K - $112K
|
6.06K
$554K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.26KNew |
$101K - $111K
|
1.26K
$115K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.26K+ 117.92% |
$100K - $111K
|
2.32K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.24K+ 1.05% |
$99.3K - $110K
|
120K
$10.9M
|