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 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.1K+ 1383.2% |
$1.32M - $1.45M
|
16.2K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
14.9K+ 76.44% |
$1.3M - $1.43M
|
34.5K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14.9KNew |
$1.3M - $1.43M
|
14.9K
$1.43M
|
|
|
Jun 23, 2025
Q4 2024
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
14.7KNew |
$1.28M - $1.4M
|
14.7K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
14.6KNew |
$1.27M - $1.4M
|
14.6K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
14.5KNew |
$1.26M - $1.38M
|
14.5K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
14K+ 61.66% |
$1.23M - $1.34M
|
36.8K
$3.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.9K+ 3.09% |
$1.22M - $1.33M
|
466K
$44.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$1.21M - $1.32M
|
13.9K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
13.8KNew |
$1.2M - $1.31M
|
13.8K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5K+ 20.92% |
$1.18M - $1.29M
|
77.9K
$7.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.4K+ 20.95% |
$1.17M - $1.28M
|
77.4K
$7.44M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
13.3K+ 11.49% |
$1.16M - $1.27M
|
129K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
13.3K+ 1.45% |
$1.16M - $1.27M
|
930K
$89.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.2KNew |
$1.15M - $1.26M
|
13.2K
$1.27M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
12.8KNew |
$1.11M - $1.22M
|
12.8K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
12.7KNew |
$1.11M - $1.21M
|
12.7K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12.6K+ 8.47% |
$1.1M - $1.2M
|
161K
$15.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12.5KNew |
$1.09M - $1.19M
|
12.5K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.3K+ 4.52% |
$1.07M - $1.18M
|
285K
$27.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.1K+ 15.56% |
$1.06M - $1.16M
|
90K
$8.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.8K+ 3.86% |
$1.03M - $1.13M
|
318K
$30.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
11.8KNew |
$1.03M - $1.12M
|
11.8K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
11.6K+ 168.24% |
$1.01M - $1.11M
|
18.5K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
11.1KNew |
$964K - $1.06M
|
11.1K
$1.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
10.6KNew |
$925K - $1.01M
|
10.6K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
10.1KNew |
$882K - $966K
|
10.1K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10K+ 2.16% |
$877K - $960K
|
474K
$45.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10KNew |
$876K - $959K
|
10K
$965K
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
10KNew |
$875K - $958K
|
10K
$964K
|
|
|
Jun 06, 2025
Q4 2024
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
9.97KNew |
$870K - $953K
|
9.97K
$959K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.93KNew |
$866K - $948K
|
9.93K
$954K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
9.7KNew |
$847K - $927K
|
9.7K
$933K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.47K+ 0.94% |
$826K - $905K
|
1.02M
$97.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.45K+ 86.01% |
$825K - $903K
|
20.4K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.32K+ 310500.0% |
$813K - $890K
|
9.32K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.17K+ 1031.83% |
$800K - $876K
|
10.1K
$967K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.85K+ 6.53% |
$772K - $845K
|
144K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.73KNew |
$761K - $833K
|
8.73K
$839K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.56K+ 6.84% |
$747K - $817K
|
134K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
8.53KNew |
$744K - $815K
|
8.53K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.46K+ 4.45% |
$738K - $808K
|
198K
$19.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.42KNew |
$735K - $804K
|
8.42K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
8.31K+ 35.11% |
$725K - $794K
|
32K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.24KNew |
$719K - $787K
|
8.24K
$792K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.05K+ 4.61% |
$702K - $769K
|
183K
$17.5M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.65K+ 15.65% |
$668K - $731K
|
56.6K
$5.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.61K+ 26.12% |
$664K - $727K
|
36.8K
$3.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.58K+ 2.96% |
$661K - $724K
|
263K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.49K+ 46.77% |
$654K - $716K
|
23.5K
$2.26M
|