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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.4K+ 1.64% |
$646K - $707K
|
458K
$44.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.4KNew |
$646K - $707K
|
7.4K
$712K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
7.35K+ 17.54% |
$641K - $702K
|
49.2K
$4.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.03KNew |
$613K - $671K
|
7.03K
$676K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.79K+ 1.44% |
$592K - $648K
|
478K
$46M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
6.73KNew |
$587K - $643K
|
6.73K
$647K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.73K+ 1.48% |
$587K - $643K
|
461K
$44.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.55K+ 3.56% |
$572K - $626K
|
191K
$18.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.5K+ 6.52% |
$567K - $621K
|
106K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.47K+ 44.41% |
$564K - $618K
|
21K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
6.41KNew |
$559K - $612K
|
6.41K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
6.36K+ 50.82% |
$555K - $607K
|
18.9K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6.31K+ 10.27% |
$550K - $602K
|
67.7K
$6.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.26K+ 76.95% |
$546K - $597K
|
14.4K
$1.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.21K+ 0.75% |
$542K - $593K
|
833K
$80.1M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
6.18K+ 9.27% |
$539K - $591K
|
72.9K
$7.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.14K+ 22.92% |
$535K - $586K
|
32.9K
$3.16M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.11KNew |
$533K - $584K
|
6.11K
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
6.05K+ 0.84% |
$528K - $578K
|
726K
$69.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
6.05K+ 0.84% |
$528K - $578K
|
726K
$69.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6K+ 10.2% |
$523K - $573K
|
64.8K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.92KNew |
$517K - $566K
|
5.92K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
5.92KNew |
$516K - $565K
|
5.92K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.9KNew |
$514K - $563K
|
5.9K
$567K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.84KNew |
$510K - $558K
|
5.84K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.78K+ 20.84% |
$504K - $552K
|
33.5K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.76KNew |
$502K - $550K
|
5.76K
$553K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.75KNew |
$502K - $549K
|
5.75K
$553K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
5.66KNew |
$493K - $540K
|
5.66K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
5.63KNew |
$491K - $537K
|
5.63K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.59KNew |
$487K - $533K
|
5.59K
$537K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.49K+ 351.5% |
$479K - $525K
|
7.06K
$678K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
5.37KNew |
$469K - $513K
|
5.37K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.37K+ 216.0% |
$469K - $513K
|
7.86K
$756K
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
5.37KNew |
$468K - $512K
|
5.37K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
5.34KNew |
$466K - $510K
|
5.34K
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.21K+ 4.81% |
$454K - $497K
|
113K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.14KNew |
$448K - $491K
|
5.14K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.12K+ 0.83% |
$446K - $489K
|
620K
$59.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.99K+ 162.41% |
$436K - $477K
|
8.07K
$776K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.99K+ 3.88% |
$435K - $477K
|
134K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.98KNew |
$435K - $476K
|
4.98K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
4.97KNew |
$433K - $474K
|
4.97K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
4.96KNew |
$433K - $474K
|
4.96K
$477K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
4.96KNew |
$433K - $474K
|
4.96K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.88K+ 122.77% |
$426K - $466K
|
8.86K
$851K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
4.88KNew |
$426K - $466K
|
4.88K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.86K+ 65.14% |
$424K - $464K
|
12.3K
$1.19M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.86KNew |
$424K - $464K
|
4.86K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
4.8KNew |
$419K - $459K
|
4.8K
$462K
|