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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
32.3KNew |
$2.82M - $3.09M
|
32.3K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.6K+ 28.55% |
$2.76M - $3.02M
|
142K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.7K+ 1.91% |
$2.68M - $2.93M
|
1.64M
$141M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
30.4KNew |
$2.65M - $2.9M
|
30.4K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
28.7K+ 6.11% |
$2.5M - $2.74M
|
498K
$42.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
28.4K+ 2.38% |
$2.48M - $2.71M
|
1.22M
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
28.3KNew |
$2.47M - $2.7M
|
28.3K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 2.9% |
$2.45M - $2.68M
|
999K
$86.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.1K+ 1.07% |
$2.45M - $2.68M
|
2.64M
$228M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
28KNew |
$2.45M - $2.68M
|
28K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.6K+ 11.25% |
$2.32M - $2.54M
|
263K
$22.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26.1K+ 16.36% |
$2.28M - $2.5M
|
186K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.8K+ 4.44% |
$2.25M - $2.46M
|
607K
$52.3M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
25.1K+ 449.7% |
$2.19M - $2.4M
|
30.7K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
24.7K+ 111.94% |
$2.16M - $2.36M
|
46.8K
$4.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
24.3KNew |
$2.12M - $2.32M
|
24.3K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 4.73% |
$2.07M - $2.27M
|
526K
$45.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
23KNew |
$2.01M - $2.2M
|
23K
$1.98M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
22.3KNew |
$1.94M - $2.13M
|
22.3K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
22KNew |
$1.92M - $2.1M
|
22K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
21.5K+ 109.48% |
$1.87M - $2.05M
|
41.1K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.4K+ 524.76% |
$1.86M - $2.04M
|
25.4K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
21.2KNew |
$1.85M - $2.02M
|
21.2K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20.2K+ 1.85% |
$1.77M - $1.93M
|
1.11M
$95.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
20.1K+ 6.39% |
$1.75M - $1.92M
|
334K
$28.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.6K+ 3.77% |
$1.71M - $1.87M
|
540K
$46.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.2K+ 25.94% |
$1.67M - $1.83M
|
93.1K
$8.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
18.9KNew |
$1.65M - $1.81M
|
18.9K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
18.8K+ 5.24% |
$1.64M - $1.79M
|
377K
$32.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
18.7K+ 13.82% |
$1.63M - $1.79M
|
154K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
18.6K+ 5.08% |
$1.62M - $1.77M
|
384K
$33M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
18.5K+ 267.27% |
$1.62M - $1.77M
|
25.5K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
18.1K+ 273.08% |
$1.58M - $1.73M
|
24.8K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
18K+ 2.43% |
$1.57M - $1.72M
|
759K
$65.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
17.8KNew |
$1.56M - $1.7M
|
17.8K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4K+ 5.63% |
$1.51M - $1.66M
|
326K
$28.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.3K+ 1.74% |
$1.51M - $1.65M
|
1.01M
$87.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17K+ 511.72% |
$1.48M - $1.62M
|
20.3K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
17K+ 46.03% |
$1.48M - $1.62M
|
53.9K
$4.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
16.6K+ 20.34% |
$1.45M - $1.58M
|
98.1K
$8.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
16.5K+ 27.95% |
$1.44M - $1.58M
|
75.6K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
16.5K+ 9.41% |
$1.44M - $1.57M
|
191K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
16.4KNew |
$1.43M - $1.56M
|
16.4K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
16.2K+ 14.86% |
$1.41M - $1.55M
|
125K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
15.7KNew |
$1.37M - $1.5M
|
15.7K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15.6K+ 14.59% |
$1.36M - $1.49M
|
122K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
15.4KNew |
$1.35M - $1.47M
|
15.4K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2K+ 49.65% |
$1.33M - $1.46M
|
45.9K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.1K+ 1383.2% |
$1.32M - $1.45M
|
16.2K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
14.9K+ 76.44% |
$1.3M - $1.43M
|
34.5K
$2.97M
|