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 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
288+ 1.49% |
$23K - $25.4K
|
19.6K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
286+ 0.59% |
$22.9K - $25.2K
|
49.1K
$4.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
286+ 8.08% |
$22.9K - $25.2K
|
3.82K
$349K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
284New |
$22.7K - $25K
|
284
$25.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
284New |
$22.7K - $25K
|
284
$25.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
283+ 11.38% |
$22.6K - $25K
|
2.77K
$253K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
282+ 5.45% |
$22.5K - $24.9K
|
5.46K
$499K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
280+ 1.39% |
$22.4K - $24.7K
|
20.4K
$1.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
275+ 0.93% |
$22K - $24.3K
|
29.9K
$2.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
270+ 1.73% |
$21.6K - $23.8K
|
15.9K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
261+ 7.8% |
$20.9K - $23K
|
3.61K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
260+ 9.58% |
$20.8K - $22.9K
|
2.97K
$272K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
256+ 0.9% |
$20.5K - $22.6K
|
28.6K
$2.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
241New |
$19.3K - $21.3K
|
241
$22K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
237+ 8.58% |
$18.9K - $20.9K
|
3K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
229New |
$18.3K - $20.2K
|
229
$20.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
225+ 0.64% |
$18K - $19.8K
|
35.4K
$3.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
218+ 55.05% |
$17.4K - $19.2K
|
614
$56.1K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
210+ 4.33% |
$16.8K - $18.5K
|
5.06K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 1.45% |
$16K - $17.6K
|
14K
$1.27M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
198+ 20.41% |
$15.8K - $17.5K
|
1.17K
$107K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
192+ 2.85% |
$15.3K - $16.9K
|
6.94K
$634K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
192+ 3.28% |
$15.3K - $16.9K
|
6.05K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
BUY
|
- |
190New |
$15.2K - $16.8K
|
190
$17.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
188+ 2.61% |
$15K - $16.6K
|
7.39K
$675K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
181+ 12.07% |
$14.5K - $16K
|
1.68K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
176+ 0.59% |
$14.1K - $15.5K
|
30.2K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
175+ 2.5% |
$14K - $15.4K
|
7.17K
$655K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
170+ 0.06% |
$13.6K - $15K
|
306K
$28M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
150+ 2.77% |
$12K - $13.2K
|
5.57K
$508K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
147+ 1.44% |
$11.7K - $13K
|
10.4K
$946K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
144+ 1.69% |
$11.5K - $12.7K
|
8.65K
$790K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
132+ 2.03% |
$10.5K - $11.6K
|
6.62K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
128+ 3.73% |
$10.2K - $11.3K
|
3.56K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
126+ 3.82% |
$10.1K - $11.1K
|
3.43K
$313K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
121+ 0.97% |
$9.67K - $10.7K
|
12.6K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
116+ 0.22% |
$9.27K - $10.2K
|
53.6K
$4.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
112+ 3.15% |
$8.95K - $9.88K
|
3.67K
$335K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.51% |
$8.95K - $9.88K
|
22.2K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
108+ 3.32% |
$8.63K - $9.52K
|
3.36K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
108+ 0.92% |
$8.63K - $9.52K
|
11.9K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
107+ 0.19% |
$8.55K - $9.44K
|
56.3K
$5.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
106+ 1.82% |
$8.47K - $9.35K
|
5.95K
$543K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
101New |
$8.07K - $8.91K
|
101
$9.23K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
100New |
$7.99K - $8.82K
|
100
$9.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
100+ 1.66% |
$7.99K - $8.82K
|
6.12K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
99+ 2.52% |
$7.91K - $8.73K
|
4.03K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
95+ 0.37% |
$7.59K - $8.38K
|
25.6K
$2.34M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
94+ 0.49% |
$7.51K - $8.29K
|
19.3K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
94+ 4.0% |
$7.51K - $8.29K
|
2.44K
$223K
|