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 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.19% |
$4.36K - $4.78K
|
25.9K
$2.4M
|
|
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
$796K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-55- 2.28% |
$4.8K - $5.25K
|
2.36K
$218K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-64- 1.22% |
$5.58K - $6.11K
|
5.2K
$482K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-65- 0.81% |
$5.67K - $6.21K
|
7.93K
$734K
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-76- 1.08% |
$6.63K - $7.26K
|
6.94K
$643K
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-90- 0.18% |
$7.85K - $8.6K
|
49K
$4.54M
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-100- 3.85% |
$8.73K - $9.55K
|
2.5K
$231K
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-100- 0.72% |
$8.73K - $9.55K
|
13.8K
$1.28M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-101- 3.12% |
$8.81K - $9.65K
|
3.14K
$291K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-112- 2.21% |
$9.77K - $10.7K
|
4.95K
$459K
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-113- 1.22% |
$9.86K - $10.8K
|
9.16K
$848K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-114- 1.38% |
$9.95K - $10.9K
|
8.15K
$755K
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-115- 1.65% |
$10K - $11K
|
6.87K
$636K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-125- 2.05% |
$10.9K - $11.9K
|
5.98K
$554K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-138- 0.43% |
$12K - $13.2K
|
32.3K
$2.99M
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-148- 2.32% |
$12.9K - $14.1K
|
6.25K
$578K
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-166- 3.8% |
$14.5K - $15.9K
|
4.2K
$389K
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-167- 0.48% |
$14.6K - $16K
|
34.4K
$3.18M
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-176- 3.24% |
$15.4K - $16.8K
|
5.26K
$487K
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-193- 0.8% |
$16.8K - $18.4K
|
24K
$2.22M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-198- 32.25% |
$17.3K - $18.9K
|
416
$38.5K
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-202- 16.29% |
$17.6K - $19.3K
|
1.04K
$96.1K
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-215- 7.38% |
$18.8K - $20.5K
|
2.7K
$250K
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-222- 3.73% |
$19.4K - $21.2K
|
5.73K
$531K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-224- 1.29% |
$19.5K - $21.4K
|
17.2K
$1.59M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-230- 0.8% |
$20.1K - $22K
|
28.4K
$2.63M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-237- 1.57% |
$20.7K - $22.6K
|
14.8K
$1.37M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-247- 1.19% |
$21.6K - $23.6K
|
20.5K
$1.9M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-251- 3.05% |
$21.9K - $24K
|
7.99K
$740K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-258- 7.22% |
$22.5K - $24.6K
|
3.32K
$307K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-279- 5.26% |
$24.3K - $26.7K
|
5.03K
$466K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-285- 2.23% |
$24.9K - $27.2K
|
12.5K
$1.16M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-296- 2.72% |
$25.8K - $28.3K
|
10.6K
$982K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-303- 0.54% |
$26.4K - $28.9K
|
56.1K
$5.2M
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-340- 5.73% |
$29.7K - $32.5K
|
5.59K
$518K
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-342- 0.59% |
$29.8K - $32.7K
|
57.7K
$5.34M
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-352- 0.5% |
$30.7K - $33.6K
|
69.5K
$6.44M
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-355- 10.89% |
$31K - $33.9K
|
2.9K
$269K
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-404- 2.76% |
$35.2K - $38.6K
|
14.2K
$1.32M
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-417- 2.08% |
$36.4K - $39.8K
|
19.6K
$1.82M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-422- 3.71% |
$36.8K - $40.3K
|
11K
$1.01M
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-442- 0.25% |
$38.6K - $42.2K
|
173K
$16M
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-446- 2.05% |
$38.9K - $42.6K
|
21.3K
$1.97M
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-456- 6.36% |
$39.8K - $43.6K
|
6.71K
$622K
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-464- 0.55% |
$40.5K - $44.3K
|
84.7K
$7.84M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-467- 3.46% |
$40.7K - $44.6K
|
13K
$1.21M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-522- 2.21% |
$45.5K - $49.9K
|
23.1K
$2.14M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-526- 3.01% |
$45.9K - $50.2K
|
16.9K
$1.57M
|