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
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.42K+ 2.58% |
$124K - $136K
|
56.4K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.41K+ 39.53% |
$123K - $135K
|
4.97K
$478K
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.41K+ 20.6% |
$123K - $134K
|
8.24K
$792K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 1.4% |
$119K - $130K
|
98.8K
$9.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.33K+ 44.47% |
$116K - $127K
|
4.33K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.33K+ 3.07% |
$116K - $127K
|
44.7K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.3K+ 14.68% |
$114K - $124K
|
10.2K
$977K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.27K+ 1.54% |
$111K - $121K
|
83.8K
$8.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 19.63% |
$109K - $119K
|
7.61K
$732K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.25K+ 7.81% |
$109K - $119K
|
17.2K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.23K+ 40.33% |
$107K - $117K
|
4.27K
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.2K+ 3.21% |
$105K - $115K
|
38.6K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.2KNew |
$104K - $114K
|
1.2K
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.19K+ 8.33% |
$104K - $114K
|
15.5K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.19K+ 22.02% |
$104K - $114K
|
6.59K
$633K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.17K+ 18.08% |
$102K - $112K
|
7.66K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 23.61% |
$101K - $111K
|
6.08K
$585K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.16K+ 16.08% |
$101K - $110K
|
8.34K
$802K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.15K+ 17.15% |
$100K - $110K
|
7.85K
$754K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.13K+ 5.82% |
$98.2K - $107K
|
20.5K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.12K+ 13.07% |
$98K - $107K
|
9.71K
$934K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.07K+ 13.27% |
$92.9K - $102K
|
9.09K
$874K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 4.19% |
$92.7K - $101K
|
26.4K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.06K+ 4.04% |
$92K - $101K
|
27.2K
$2.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 172.33% |
$90.2K - $98.8K
|
1.63K
$157K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.02K+ 2.44% |
$89.3K - $97.7K
|
42.9K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.01K+ 52.7% |
$88.5K - $96.9K
|
2.94K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
996+ 5.93% |
$86.9K - $95.1K
|
17.8K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
990New |
$86.4K - $94.6K
|
990
$95.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
968+ 5.79% |
$84.5K - $92.5K
|
17.7K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
968+ 1.67% |
$84.5K - $92.5K
|
59K
$5.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
945New |
$82.5K - $90.3K
|
945
$90.9K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
889New |
$77.6K - $84.9K
|
889
$85.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
883+ 31.09% |
$77K - $84.3K
|
3.72K
$358K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
881+ 25.23% |
$76.9K - $84.2K
|
4.37K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
845+ 8.99% |
$73.7K - $80.7K
|
10.2K
$985K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
833+ 0.09% |
$72.7K - $79.6K
|
923K
$88.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
824+ 1.73% |
$71.9K - $78.7K
|
48.4K
$4.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
823+ 7.43% |
$71.8K - $78.6K
|
11.9K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
800+ 31.62% |
$69.8K - $76.4K
|
3.33K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
796+ 0.45% |
$69.5K - $76K
|
177K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
766New |
$66.8K - $73.2K
|
766
$73.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
756+ 3.97% |
$66K - $72.2K
|
19.8K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
756+ 5.26% |
$66K - $72.2K
|
15.1K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
729New |
$63.6K - $69.6K
|
729
$70.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
715+ 1.05% |
$62.4K - $68.3K
|
68.6K
$6.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
715+ 2.76% |
$62.4K - $68.3K
|
26.6K
$2.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
710+ 1.3% |
$61.9K - $67.8K
|
55.4K
$5.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
708+ 7.08% |
$61.8K - $67.6K
|
10.7K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
707+ 0.63% |
$61.7K - $67.5K
|
112K
$10.8M
|