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 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.32K+ 14.95% |
$203K - $222K
|
17.9K
$1.72M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
2.32KNew |
$202K - $221K
|
2.32K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.27KNew |
$198K - $217K
|
2.27K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.27KNew |
$198K - $217K
|
2.27K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.27K+ 4.15% |
$198K - $216K
|
56.9K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.25KNew |
$196K - $215K
|
2.25K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.24K+ 30.73% |
$195K - $214K
|
9.53K
$915K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.14K+ 14.9% |
$186K - $204K
|
16.5K
$1.58M
|
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
2.12K+ 0.54% |
$185K - $202K
|
395K
$38M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11K+ 0.88% |
$184K - $202K
|
242K
$23.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.1K+ 2.76% |
$183K - $200K
|
78.2K
$7.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.1K+ 40.73% |
$183K - $200K
|
7.24K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.08KNew |
$181K - $198K
|
2.08K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.07K+ 3.71% |
$181K - $198K
|
58K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.07K+ 3.32% |
$181K - $198K
|
64.5K
$6.2M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.07K+ 3.2% |
$180K - $197K
|
66.6K
$6.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.06K+ 33.73% |
$180K - $197K
|
8.18K
$786K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.99K+ 4.71% |
$174K - $190K
|
44.2K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.98K+ 27.34% |
$173K - $189K
|
9.22K
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.97K+ 13.31% |
$172K - $188K
|
16.8K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.94K+ 6.38% |
$169K - $185K
|
32.3K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.93KNew |
$169K - $185K
|
1.93K
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.93K+ 47.71% |
$168K - $184K
|
5.96K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.92K+ 1.09% |
$168K - $183K
|
178K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.89KNew |
$165K - $180K
|
1.89K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.88K+ 5.7% |
$164K - $180K
|
34.9K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.86KNew |
$162K - $178K
|
1.86K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.84K+ 20.1% |
$161K - $176K
|
11K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.81KNew |
$158K - $173K
|
1.81K
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.81K+ 5.85% |
$158K - $173K
|
32.8K
$3.15M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.8KNew |
$157K - $172K
|
1.8K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.79KNew |
$156K - $171K
|
1.79K
$172K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.73K+ 1.47% |
$151K - $165K
|
119K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.73K+ 17.88% |
$151K - $165K
|
11.4K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.7K+ 66.12% |
$148K - $162K
|
4.27K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.68K+ 47.28% |
$147K - $160K
|
5.23K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.65K+ 19.74% |
$144K - $157K
|
9.98K
$959K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.64K+ 19.45% |
$143K - $157K
|
10.1K
$968K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.59K+ 1.04% |
$139K - $152K
|
155K
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.58K+ 20.45% |
$138K - $151K
|
9.31K
$895K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.56K+ 20.87% |
$136K - $149K
|
9.05K
$869K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.56KNew |
$136K - $149K
|
1.56K
$150K
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.56K+ 11.63% |
$136K - $149K
|
15K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.56K+ 2.1% |
$136K - $149K
|
75.6K
$7.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.55K+ 53.08% |
$135K - $148K
|
4.47K
$430K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.55K+ 6.88% |
$135K - $148K
|
24K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.49K+ 53.63% |
$130K - $143K
|
4.28K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.45K+ 5.39% |
$127K - $139K
|
28.4K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.43K+ 7.41% |
$125K - $137K
|
20.8K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.43K+ 3.63% |
$124K - $136K
|
40.7K
$3.91M
|