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 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-25- 0.59% |
$2.18K - $2.39K
|
4.19K
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-25- 0.14% |
$2.18K - $2.39K
|
17.8K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-25- 0.2% |
$2.18K - $2.39K
|
12.4K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-26- 0.57% |
$2.27K - $2.48K
|
4.57K
$425K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-28- 0.11% |
$2.44K - $2.67K
|
24.7K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-29- 0.6% |
$2.53K - $2.77K
|
4.84K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-29- 18.95% |
$2.53K - $2.77K
|
124
$11.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-30- 4.34% |
$2.62K - $2.87K
|
661
$61.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-31- 0.04% |
$2.7K - $2.96K
|
77.5K
$7.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-31- 0.29% |
$2.7K - $2.96K
|
10.8K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-32- 0.02% |
$2.79K - $3.06K
|
172K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-33- 0.87% |
$2.88K - $3.15K
|
3.78K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-33- 16.5% |
$2.88K - $3.15K
|
167
$15.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-35- 0.96% |
$3.05K - $3.34K
|
3.62K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-35- 0.22% |
$3.05K - $3.34K
|
15.9K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-35- 0.12% |
$3.05K - $3.34K
|
28.5K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-36- 1.52% |
$3.14K - $3.44K
|
2.34K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-40- 0.17% |
$3.49K - $3.82K
|
23.2K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-40- 0.71% |
$3.49K - $3.82K
|
5.56K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-42- 1.17% |
$3.66K - $4.01K
|
3.56K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 0.66% |
$3.93K - $4.3K
|
6.81K
$633K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-48- 0.36% |
$4.19K - $4.58K
|
13.2K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-48- 0.7% |
$4.19K - $4.58K
|
6.76K
$629K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-49- 0.47% |
$4.28K - $4.68K
|
10.5K
$973K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-50- 0.29% |
$4.36K - $4.78K
|
17.4K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.19% |
$4.36K - $4.78K
|
25.9K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 1.93% |
$4.36K - $4.78K
|
2.54K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-50- 4.76% |
$4.36K - $4.78K
|
1K
$92.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-50- 3.77% |
$4.36K - $4.78K
|
1.28K
$119K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-51- 2.2% |
$4.45K - $4.87K
|
2.27K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-51- 0.61% |
$4.45K - $4.87K
|
8.27K
$769K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-52- 1.98% |
$4.54K - $4.97K
|
2.57K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-52- 0.22% |
$4.54K - $4.97K
|
23.5K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-53- 0.2% |
$4.62K - $5.06K
|
26.7K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-54- 0.62% |
$4.71K - $5.16K
|
8.6K
$799K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-55- 2.28% |
$4.8K - $5.25K
|
2.36K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-55- 1.65% |
$4.8K - $5.25K
|
3.28K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-55- 1.3% |
$4.8K - $5.25K
|
4.17K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-56- 0.41% |
$4.89K - $5.35K
|
13.5K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-56- 2.26% |
$4.89K - $5.35K
|
2.43K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 0.26% |
$4.89K - $5.35K
|
21.6K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-59- 4.2% |
$5.15K - $5.64K
|
1.35K
$125K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-62- 1.29% |
$5.41K - $5.92K
|
4.75K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-62- 2.56% |
$5.41K - $5.92K
|
2.36K
$219K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-64- 1.22% |
$5.58K - $6.11K
|
5.2K
$483K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-64- 12.24% |
$5.58K - $6.11K
|
459
$42.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-65- 0.81% |
$5.67K - $6.21K
|
7.93K
$737K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-66- 0.24% |
$5.76K - $6.3K
|
26.9K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-70- 1.74% |
$6.11K - $6.69K
|
3.95K
$367K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-70- 0.37% |
$6.11K - $6.69K
|
18.8K
$1.75M
|