Purchases and Sales Made in Q3 2024 in Ishares Russell Mid Cap ETF (IWR)

IWR Quotes by TradingView

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 11, 2024 Q3 2024
Org Partners LLC

Roanoke, IN
BUY
 -
655
New
$52.3K - $57.8K
655 $59.8K
Oct 30, 2024 Q3 2024
Beacon Financial Advisory LLC

BUY
 -
651
+ 6.67%
$52K - $57.4K
10.4K $951K
Oct 28, 2024 Q3 2024
Forte Asset Management LLC

BUY
 -
650
+ 0.83%
$51.9K - $57.3K
79.1K $7.22M
Nov 04, 2024 Q3 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
650
+ 2.88%
$51.9K - $57.3K
23.2K $2.12M
Nov 07, 2024 Q3 2024
Colony Family Offices, LLC

BUY
 -
638
New
$51K - $56.3K
638 $58.3K
Oct 16, 2024 Q3 2024
Cornerstone Wealth Management, LLC

BUY
 -
633
+ 3.93%
$50.6K - $55.8K
16.7K $1.53M
Oct 24, 2024 Q3 2024
Motiv8 Investments LLC

Port St. Lucie, FL
BUY
 -
622
+ 2.05%
$49.7K - $54.9K
31K $2.83M
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
611
New
$48.8K - $53.9K
611 $55.8K
Nov 14, 2024 Q3 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
608
+ 1.86%
$48.6K - $53.6K
33.4K $3.05M
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
599
+ 0.34%
$47.9K - $52.8K
175K $16M
Oct 11, 2024 Q3 2024
Empirical Asset Management, LLC

BUY
 -
552
+ 3.98%
$44.1K - $48.7K
14.4K $1.32M
Nov 13, 2024 Q3 2024
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
545
+ 6.97%
$43.6K - $48.1K
8.36K $764K
Nov 12, 2024 Q3 2024
Great Valley Advisor Group, Inc.

BUY
 -
528
+ 3.45%
$42.2K - $46.6K
15.8K $1.45M
Oct 22, 2024 Q3 2024
Macroview Investment Management LLC

BUY
 -
510
+ 9.2%
$40.8K - $45K
6.05K $553K
Nov 04, 2024 Q3 2024
Welch & Forbes LLC

BUY
 -
500
+ 2.26%
$40K - $44.1K
22.6K $2.07M
Nov 13, 2024 Q3 2024
Ellevest, Inc.

BUY
 -
485
+ 1.74%
$38.8K - $42.8K
28.4K $2.59M
Oct 09, 2024 Q3 2024
Hilltop Wealth Advisors, LLC

BUY
 -
482
+ 2.18%
$38.5K - $42.5K
22.6K $2.06M
Oct 16, 2024 Q3 2024
Orin Green Financial, LLC

BUY
 -
475
+ 0.68%
$38K - $41.9K
70.1K $6.41M
Nov 14, 2024 Q3 2024
Acropolis Investment Management, LLC

BUY
 -
475
+ 0.79%
$38K - $41.9K
60.8K $5.55M
Nov 14, 2024 Q3 2024
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
472
New
$37.7K - $41.6K
472 $43.1K
Oct 25, 2024 Q3 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
466
New
$37.2K - $41.1K
466 $42.6K
Oct 30, 2024 Q3 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
464
+ 219.91%
$37.1K - $40.9K
675 $61.7K
Oct 18, 2024 Q3 2024
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
463
+ 0.86%
$37K - $40.8K
54.5K $4.98M
Nov 01, 2024 Q3 2024
Baker Avenue Asset Management, LP

BUY
 -
416
+ 10.4%
$33.2K - $36.7K
4.42K $403K
Oct 30, 2024 Q3 2024
Jackson Hole Capital Partners, LLC

BUY
 -
415
+ 4.18%
$33.2K - $36.6K
10.3K $945K
Nov 14, 2024 Q3 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
407
+ 5.46%
$32.5K - $35.9K
7.86K $718K
Oct 24, 2024 Q3 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
403
+ 3.25%
$32.2K - $35.5K
12.8K $1.17M
Oct 17, 2024 Q3 2024
Meridian Financial Partners LLC

BUY
 -
391
+ 1.7%
$31.2K - $34.5K
23.4K $2.13M
Nov 12, 2024 Q3 2024
Bedel Financial Consulting, Inc.

BUY
 -
386
+ 1.34%
$30.8K - $34K
29.2K $2.66M
Oct 31, 2024 Q3 2024
Montecito Bank & Trust

BUY
 -
371
+ 2.52%
$29.7K - $32.7K
15.1K $1.38M
Nov 13, 2024 Q3 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
362
+ 1.21%
$28.9K - $31.9K
30.4K $2.77M
Oct 24, 2024 Q3 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
362
+ 8.55%
$28.9K - $31.9K
4.6K $420K
Oct 31, 2024 Q3 2024
Graypoint LLC

BUY
 -
350
+ 4.9%
$28K - $30.9K
7.49K $684K
Oct 28, 2024 Q3 2024
Chicago Partners Investment Group LLC

BUY
 -
349
+ 1.24%
$27.9K - $30.8K
28.5K $2.6M
Oct 08, 2024 Q3 2024
Future Financial Wealth Managment LLC

BUY
 -
343
New
$27.4K - $30.2K
343 $31.3K
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
343
+ 2.74%
$27.4K - $30.2K
12.9K $1.17M
Nov 01, 2024 Q3 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
339
+ 6.07%
$27.1K - $29.9K
5.92K $541K
Oct 16, 2024 Q3 2024
Tradewinds Capital Management, LLC

BUY
 -
339
New
$27.1K - $29.9K
339 $31K
Oct 31, 2024 Q3 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
337
+ 1.06%
$26.9K - $29.7K
32.1K $2.93M
Oct 23, 2024 Q3 2024
Smith & Howard Wealth Management, LLC

BUY
 -
333
+ 0.78%
$26.6K - $29.4K
42.8K $3.91M
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
332
New
$26.5K - $29.3K
332 $30.3K
Oct 16, 2024 Q3 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
329
+ 10.29%
$26.3K - $29K
3.53K $322K
Nov 07, 2024 Q3 2024
Slate Stone Wealth, LLC

BUY
 -
328
+ 2.16%
$26.2K - $28.9K
15.5K $1.42M
Nov 13, 2024 Q3 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
325
+ 0.6%
$26K - $28.7K
54.7K $5M
Nov 01, 2024 Q3 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
314
+ 150.24%
$25.1K - $27.7K
523 $47.8K
Oct 15, 2024 Q3 2024
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
306
+ 8.23%
$24.5K - $27K
4.03K $368K
Oct 10, 2024 Q3 2024
Webster Bank, N. A.

BUY
 -
300
+ 1.75%
$24K - $26.5K
17.4K $1.59M
Oct 25, 2024 Q3 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
298
+ 5.3%
$23.8K - $26.3K
5.92K $541K
Oct 09, 2024 Q3 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
298
+ 113.74%
$23.8K - $26.3K
560 $51.2K

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