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
|
Hemington Wealth Management
|
BUY
|
- |
1.24KNew |
$99K - $109K
|
1.24K
$113K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.23K+ 1.64% |
$98.1K - $108K
|
76.2K
$6.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.23KNew |
$98.1K - $108K
|
1.23K
$112K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.22K+ 21.03% |
$97.7K - $108K
|
7.04K
$643K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.19K+ 0.74% |
$95.3K - $105K
|
163K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.18K+ 7.92% |
$94.6K - $104K
|
16.1K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.17K+ 97.33% |
$93.3K - $103K
|
2.37K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.17K+ 100.17% |
$93.1K - $103K
|
2.33K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.14K+ 11.61% |
$91.3K - $101K
|
11K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.14K+ 4.52% |
$91.3K - $101K
|
26.4K
$2.41M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.14K+ 2.24% |
$91K - $100K
|
52.1K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.12K+ 13.93% |
$89.6K - $98.9K
|
9.17K
$837K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.11K+ 171.36% |
$88.5K - $97.6K
|
1.75K
$160K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.1K+ 3.22% |
$87.9K - $97K
|
35.2K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.09K+ 1.77% |
$86.7K - $95.7K
|
62.4K
$5.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
1.08K+ 0.7% |
$86.6K - $95.6K
|
156K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.07K+ 0.14% |
$85.1K - $93.9K
|
781K
$71.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.01K+ 6.16% |
$80.8K - $89.2K
|
17.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
997+ 8.75% |
$79.7K - $87.9K
|
12.4K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
997+ 32.38% |
$79.7K - $87.9K
|
4.08K
$372K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
982+ 3.7% |
$78.5K - $86.6K
|
27.5K
$2.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
971+ 27.08% |
$77.6K - $85.6K
|
4.56K
$416K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
963+ 0.69% |
$77K - $84.9K
|
140K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
955+ 0.51% |
$76.3K - $84.2K
|
187K
$17.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
889+ 4.0% |
$71K - $78.4K
|
23.1K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
885+ 1.32% |
$70.7K - $78K
|
67.9K
$6.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
885New |
$70.7K - $78K
|
885
$80.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
874New |
$69.9K - $77.1K
|
874
$79.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
869+ 4.54% |
$69.5K - $76.6K
|
20K
$1.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
867+ 2.11% |
$69.3K - $76.5K
|
41.9K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
857+ 5.0% |
$68.5K - $75.6K
|
18K
$1.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
856+ 2.55% |
$68.4K - $75.5K
|
34.5K
$3.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
838+ 27.99% |
$67K - $73.9K
|
3.83K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
829+ 27.69% |
$66.3K - $73.1K
|
3.82K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
802+ 17.45% |
$64.1K - $70.7K
|
5.4K
$493K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
797+ 29.13% |
$63.7K - $70.3K
|
3.53K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
753+ 3.29% |
$60.2K - $66.4K
|
23.7K
$2.16M
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
730+ 10.02% |
$58.3K - $64.4K
|
8.02K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
720New |
$57.5K - $63.5K
|
720
$65.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
715New |
$57.1K - $63.1K
|
715
$65.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
712+ 5.25% |
$56.9K - $62.8K
|
14.3K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
701+ 10.78% |
$56K - $61.8K
|
7.2K
$658K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
701+ 4.18% |
$56K - $61.8K
|
17.5K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
701+ 3.89% |
$56K - $61.8K
|
18.7K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
697+ 10.25% |
$55.7K - $61.5K
|
7.5K
$685K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
688+ 9.38% |
$55K - $60.7K
|
8.02K
$733K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
676+ 6.61% |
$54K - $59.6K
|
10.9K
$995K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
673+ 1.13% |
$53.8K - $59.4K
|
60.4K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
670+ 23.24% |
$53.5K - $59.1K
|
3.55K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
669+ 0.65% |
$53.5K - $59K
|
104K
$9.49M
|