Purchases and Sales Made in Q4 2024 in Ishares Russell Mid Cap ETF (IWR)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 89.26% |
$922K - $1.01M
|
1.27K
$117K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-15.7K- 2.67% |
$1.37M - $1.5M
|
571K
$52.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-16.3K- 1.66% |
$1.42M - $1.56M
|
967K
$89.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-19.2K- 12.33% |
$1.68M - $1.83M
|
137K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22.9K- 38.41% |
$2M - $2.18M
|
36.7K
$3.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-24K- 2.58% |
$2.09M - $2.29M
|
906K
$83.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-29.6K- 3.27% |
$2.58M - $2.83M
|
876K
$80.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36.8K- 3.8% |
$3.21M - $3.51M
|
932K
$85.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42.1K- 99.91% |
$3.67M - $4.02M
|
40
$3.68K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-50.2K- 2.28% |
$4.38M - $4.8M
|
2.15M
$198M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-470K- 98.12% |
$41M - $44.9M
|
9.02K
$831K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-494K- 51.74% |
$43.1M - $47.2M
|
461K
$42.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-529K- 97.07% |
$46.1M - $50.5M
|
15.9K
$1.47M
|