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 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.16K- 1.52% |
$101K - $110K
|
75K
$6.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.31K- 2.07% |
$114K - $125K
|
61.9K
$5.7M
|
|
|
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 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.97K- 24.3% |
$172K - $188K
|
6.12K
$564K
|
|
|
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
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.64K- 4.85% |
$230K - $252K
|
51.7K
$4.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.81K- 16.58% |
$245K - $268K
|
14.1K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3.15K- 3.38% |
$275K - $301K
|
90.1K
$8.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-3.17K- 34.99% |
$276K - $302K
|
5.88K
$541K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.17K- 22.58% |
$277K - $303K
|
10.9K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.27K- 1.67% |
$285K - $312K
|
193K
$17.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.5K- 4.09% |
$305K - $334K
|
82.1K
$7.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3.66K- 24.84% |
$319K - $350K
|
11.1K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-3.74KClosed |
$326K - $357K
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.83K- 6.78% |
$334K - $366K
|
52.6K
$4.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.01K- 4.95% |
$350K - $383K
|
77K
$7.09M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-4.17K- 3.96% |
$363K - $398K
|
101K
$9.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.46K- 51.11% |
$389K - $426K
|
4.27K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.5K- 2.7% |
$392K - $430K
|
162K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-4.55K- 45.38% |
$397K - $435K
|
5.48K
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.57K- 64.55% |
$399K - $437K
|
2.51K
$231K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-4.58K- 99.46% |
$399K - $437K
|
25
$2.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.84K- 13.24% |
$422K - $462K
|
31.7K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.97K- 23.65% |
$433K - $474K
|
16K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.38K- 1.92% |
$469K - $513K
|
274K
$25.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.48K- 7.55% |
$478K - $524K
|
67.1K
$6.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.64K- 46.14% |
$492K - $539K
|
6.59K
$606K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5.78K- 43.78% |
$505K - $552K
|
7.43K
$684K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.01K- 4.15% |
$524K - $574K
|
139K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6.41K- 5.21% |
$559K - $612K
|
117K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-6.64K- 12.76% |
$579K - $634K
|
45.4K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.8K- 4.4% |
$593K - $650K
|
148K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-7.34K- 19.68% |
$640K - $701K
|
29.9K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.48K- 7.8% |
$652K - $714K
|
88.4K
$8.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-8.75K- 11.07% |
$764K - $836K
|
70.3K
$6.48M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 89.26% |
$922K - $1.01M
|
1.27K
$117K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-15.7K- 2.67% |
$1.37M - $1.5M
|
571K
$52.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-19.2K- 12.33% |
$1.68M - $1.83M
|
137K
$12.6M
|