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 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.15K+ 130.25% |
$275K - $301K
|
5.57K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.1K+ 17.21% |
$270K - $296K
|
21.1K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.1KNew |
$270K - $296K
|
3.1K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.09K+ 135.04% |
$269K - $295K
|
5.37K
$516K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.08KNew |
$268K - $294K
|
3.08K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.08K+ 8.45% |
$268K - $294K
|
39.5K
$3.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.07KNew |
$268K - $294K
|
3.07K
$295K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
3.05KNew |
$266K - $291K
|
3.05K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.04K+ 1.0% |
$265K - $290K
|
306K
$29.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.03KNew |
$265K - $290K
|
3.03K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3.03KNew |
$265K - $290K
|
3.03K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.98K+ 7.62% |
$260K - $285K
|
42.2K
$4.05M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.96KNew |
$258K - $283K
|
2.96K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.93K+ 6.1% |
$256K - $280K
|
51K
$4.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.92KNew |
$255K - $279K
|
2.92K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
2.92K+ 1.57% |
$255K - $279K
|
188K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.9KNew |
$253K - $277K
|
2.9K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.86KNew |
$249K - $273K
|
2.86K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.81KNew |
$245K - $268K
|
2.81K
$270K
|
|
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
2.79KNew |
$243K - $266K
|
2.79K
$268K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.78KNew |
$243K - $266K
|
2.78K
$267K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.73KNew |
$238K - $261K
|
2.73K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.71KNew |
$237K - $259K
|
2.71K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.67KNew |
$233K - $255K
|
2.67K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
2.61KNew |
$228K - $249K
|
2.61K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.56KNew |
$223K - $244K
|
2.56K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.55KNew |
$223K - $244K
|
2.55K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.52KNew |
$220K - $241K
|
2.52K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.52KNew |
$220K - $241K
|
2.52K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2.5K+ 31.2% |
$218K - $239K
|
10.5K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.5K+ 100.0% |
$218K - $239K
|
5K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.47KNew |
$216K - $236K
|
2.47K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.47K+ 1.02% |
$215K - $236K
|
244K
$23.5M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.45K+ 157.95% |
$213K - $234K
|
3.99K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.43KNew |
$212K - $232K
|
2.43K
$234K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.42KNew |
$211K - $231K
|
2.42K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.41KNew |
$211K - $231K
|
2.41K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.41K+ 10.44% |
$210K - $230K
|
25.5K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.4K+ 8.67% |
$209K - $229K
|
30.1K
$2.89M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.4K+ 8.67% |
$209K - $229K
|
30.1K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.38KNew |
$208K - $228K
|
2.38K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.37KNew |
$207K - $227K
|
2.37K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.37K+ 8.51% |
$207K - $226K
|
30.2K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.36KNew |
$206K - $226K
|
2.36K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.36K+ 27.15% |
$206K - $225K
|
11K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.35KNew |
$205K - $225K
|
2.35K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.35K+ 3.73% |
$205K - $224K
|
65.3K
$6.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
2.34KNew |
$204K - $223K
|
2.34K
$224K
|