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 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-258- 0.4% |
$22.5K - $24.6K
|
63.8K
$5.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-263- 1.0% |
$22.9K - $25.1K
|
26.2K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-279- 5.26% |
$24.3K - $26.7K
|
5.03K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-285- 2.23% |
$24.9K - $27.2K
|
12.5K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-296- 2.72% |
$25.8K - $28.3K
|
10.6K
$976K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-303- 0.54% |
$26.4K - $28.9K
|
56.1K
$5.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-340- 5.73% |
$29.7K - $32.5K
|
5.59K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-342- 0.59% |
$29.8K - $32.7K
|
57.7K
$5.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-344- 0.76% |
$30K - $32.9K
|
44.9K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-352- 0.5% |
$30.7K - $33.6K
|
69.5K
$6.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-355- 10.89% |
$31K - $33.9K
|
2.9K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-392- 5.92% |
$34.2K - $37.4K
|
6.23K
$574K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-404- 2.76% |
$35.2K - $38.6K
|
14.2K
$1.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-417- 2.08% |
$36.4K - $39.8K
|
19.6K
$1.81M
|
|
|
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
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-446- 2.05% |
$38.9K - $42.6K
|
21.3K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-456- 6.36% |
$39.8K - $43.6K
|
6.71K
$618K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-464- 0.55% |
$40.5K - $44.3K
|
84.7K
$7.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-467- 3.46% |
$40.7K - $44.6K
|
13K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-522- 2.21% |
$45.5K - $49.9K
|
23.1K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-526- 3.01% |
$45.9K - $50.2K
|
16.9K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-534- 2.02% |
$46.6K - $51K
|
25.9K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-534- 16.69% |
$46.6K - $51K
|
2.67K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-551- 17.51% |
$48.1K - $52.6K
|
2.6K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-585- 18.61% |
$51K - $55.9K
|
2.56K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-600- 2.63% |
$52.4K - $57.3K
|
22.2K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-623- 1.6% |
$54.4K - $59.5K
|
38.4K
$3.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-628- 4.87% |
$54.8K - $60K
|
12.3K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-647- 2.23% |
$56.5K - $61.8K
|
28.4K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-780- 1.12% |
$68.1K - $74.5K
|
68.8K
$6.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-827- 8.97% |
$72.2K - $79K
|
8.4K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-865- 4.51% |
$75.5K - $82.6K
|
18.3K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-922- 13.65% |
$80.4K - $88.1K
|
5.83K
$537K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.11K- 1.19% |
$97.1K - $106K
|
92.2K
$8.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.16K- 1.52% |
$101K - $110K
|
75K
$6.91M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.34K- 1.45% |
$117K - $128K
|
91.2K
$8.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.46K- 19.08% |
$127K - $139K
|
6.19K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-1.6K- 1.08% |
$139K - $152K
|
146K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.76K- 1.67% |
$153K - $168K
|
104K
$9.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.9K- 35.08% |
$166K - $181K
|
3.52K
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.03K- 17.21% |
$177K - $194K
|
9.75K
$897K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.06K- 32.03% |
$180K - $197K
|
4.38K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.08K- 14.73% |
$181K - $199K
|
12K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.35K- 1.49% |
$205K - $224K
|
155K
$14.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 10.67% |
$210K - $230K
|
20.2K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 10.87% |
$211K - $231K
|
19.8K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.49K- 2.37% |
$217K - $237K
|
103K
$9.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.56K- 3.2% |
$224K - $245K
|
77.6K
$7.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 2.99% |
$227K - $249K
|
84.6K
$7.79M
|