Purchases and Sales Made in Q4 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 Q4 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
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
331
+ 2.31%
$28.9K - $31.6K
14.6K $1.41M
Feb 12, 2025 Q4 2024
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
330
+ 2.83%
$28.8K - $31.5K
12K $1.15M
Feb 06, 2025 Q4 2024
Townsend Asset Management Corp

BUY
 -
327
+ 10.38%
$28.5K - $31.2K
3.48K $334K
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
325
+ 1.4%
$28.4K - $31K
23.6K $2.26M
Feb 13, 2025 Q4 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
323
+ 1.22%
$28.2K - $30.9K
26.9K $2.58M
Jan 29, 2025 Q4 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
313
+ 0.94%
$27.3K - $29.9K
33.5K $3.22M
Feb 05, 2025 Q4 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
310
+ 2.05%
$27K - $29.6K
15.5K $1.49M
Feb 14, 2025 Q4 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
310
+ 2.07%
$27K - $29.6K
15.3K $1.47M
Feb 07, 2025 Q4 2024
Fairscale Capital, LLC

Nashua, NH
BUY
 -
302
New
$26.3K - $28.8K
302 $29K
Jan 14, 2025 Q4 2024
First Pacific Financial

BUY
 -
300
New
$26.2K - $28.7K
300 $28.8K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
294
+ 392.0%
$25.7K - $28.1K
369 $35.5K
Feb 11, 2025 Q4 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
287
+ 0.52%
$25K - $27.4K
55K $5.29M
Jan 28, 2025 Q4 2024
Newbridge Financial Services Group, Inc.

BUY
 -
285
New
$24.9K - $27.2K
285 $27.4K
Jan 16, 2025 Q4 2024
Clear Harbor Asset Management, LLC

BUY
 -
282
+ 1.62%
$24.6K - $26.9K
17.7K $1.7M
Jan 24, 2025 Q4 2024
Mc Adam, LLC

BUY
 -
279
+ 11.7%
$24.3K - $26.7K
2.66K $256K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
275
New
$24K - $26.3K
275 $26.4K
Feb 07, 2025 Q4 2024
Davis R M Inc

Portland, ME
BUY
 -
275
+ 1.54%
$24K - $26.3K
18.2K $1.75M
Jan 30, 2025 Q4 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
271
+ 1.12%
$23.6K - $25.9K
24.5K $2.36M
Feb 07, 2025 Q4 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
270
+ 0.43%
$23.6K - $25.8K
63.5K $6.1M
Jan 24, 2025 Q4 2024
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
263
+ 7.35%
$22.9K - $25.1K
3.84K $369K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
259
New
$22.6K - $24.7K
259 $24.9K
Feb 13, 2025 Q4 2024
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
258
+ 3.09%
$22.5K - $24.6K
8.62K $828K
Feb 12, 2025 Q4 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
256
+ 0.92%
$22.3K - $24.5K
28.1K $2.7M
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
243
New
$21.2K - $23.2K
243 $23.3K
Feb 13, 2025 Q4 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
239
+ 4.38%
$20.9K - $22.8K
5.69K $547K
Feb 13, 2025 Q4 2024
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
237
+ 0.7%
$20.7K - $22.6K
34K $3.27M
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
224
New
$19.5K - $21.4K
224 $21.5K
Jan 22, 2025 Q4 2024
Nvest Financial, LLC

BUY
 -
223
+ 0.58%
$19.5K - $21.3K
38.9K $3.74M
Jan 15, 2025 Q4 2024
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
222
New
$19.4K - $21.2K
222 $21.3K
Jan 16, 2025 Q4 2024
Thrive Wealth Management, LLC

BUY
 -
221
+ 8.39%
$19.3K - $21.1K
2.86K $274K
Jan 29, 2025 Q4 2024
Sapient Capital LLC

Indianapolis, IN
BUY
 -
219
+ 2.84%
$19.1K - $20.9K
7.93K $762K
Feb 11, 2025 Q4 2024
Truepoint, Inc.

BUY
 -
218
+ 5.17%
$19K - $20.8K
4.44K $426K
Jan 29, 2025 Q4 2024
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
215
+ 3.86%
$18.8K - $20.5K
5.78K $555K
Feb 13, 2025 Q4 2024
Heritage Trust CO

Oklahoma City, OK
BUY
 -
211
+ 1.83%
$18.4K - $20.2K
11.7K $1.13M
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
208
New
$18.1K - $19.9K
208 $20K
Feb 03, 2025 Q4 2024
Transcend Capital Advisors, LLC

BUY
 -
207
+ 2.47%
$18.1K - $19.8K
8.57K $824K
May 13, 2025 Q4 2024
Consultiva Wealth Management, Corp.

San Juan, PR
BUY
 -
206
New
$18K - $19.7K
206 $19.8K
Feb 14, 2025 Q4 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
203
+ 1.35%
$17.7K - $19.4K
15.3K $1.47M
Jan 15, 2025 Q4 2024
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
200
+ 0.91%
$17.5K - $19.1K
22.2K $2.13M
Feb 14, 2025 Q4 2024
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
200
+ 4.39%
$17.5K - $19.1K
4.75K $457K
Jan 15, 2025 Q4 2024
Smith, Salley & Associates

BUY
 -
192
+ 2.07%
$16.8K - $18.3K
9.47K $909K
Aug 27, 2025 Q4 2024
Seneca Financial Advisors LLC

Rochester, NY
BUY
 -
191
+ 1.37%
$16.7K - $18.2K
14.1K $1.36M
Feb 14, 2025 Q4 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
180
+ 54.22%
$15.7K - $17.2K
512 $49.2K
Feb 03, 2025 Q4 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
174
+ 3.28%
$15.2K - $16.6K
5.47K $526K
Jan 21, 2025 Q4 2024
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
170
+ 0.31%
$14.8K - $16.2K
54.7K $5.26M
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
166
+ 3.84%
$14.5K - $15.9K
4.49K $431K
Jan 28, 2025 Q4 2024
Blb&B Advisors, LLC

BUY
 -
166
+ 1.99%
$14.5K - $15.9K
8.5K $817K
Feb 07, 2025 Q4 2024
Trail Ridge Investment Advisors, LLC

BUY
 -
165
+ 4.49%
$14.4K - $15.8K
3.84K $369K
Jan 21, 2025 Q4 2024
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
161
+ 2.14%
$14K - $15.4K
7.69K $739K

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