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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
449+ 29.83% |
$39.2K - $42.9K
|
1.95K
$181K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
447+ 1.39% |
$39K - $42.7K
|
32.5K
$3.01M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
440+ 0.79% |
$38.4K - $42K
|
55.9K
$5.18M
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
434+ 18.87% |
$37.9K - $41.5K
|
2.73K
$253K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
417+ 0.74% |
$36.4K - $39.8K
|
56.7K
$5.25M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
415+ 11.83% |
$36.2K - $39.6K
|
3.92K
$363K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
413+ 0.23% |
$36K - $39.4K
|
178K
$16.5M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
408New |
$35.6K - $39K
|
408
$37.8K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
407+ 1.35% |
$35.5K - $38.9K
|
30.6K
$2.83M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
407+ 0.42% |
$35.5K - $38.9K
|
98.3K
$9.1M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
400+ 2.77% |
$34.9K - $38.2K
|
14.8K
$1.37M
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
378+ 0.2% |
$33K - $36.1K
|
188K
$17.4M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
375+ 5.09% |
$32.7K - $35.8K
|
7.75K
$718K
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
373+ 11.48% |
$32.5K - $35.6K
|
3.62K
$336K
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
366New |
$31.9K - $35K
|
366
$33.9K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
366+ 12.04% |
$31.9K - $35K
|
3.41K
$315K
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
366+ 2.27% |
$31.9K - $35K
|
16.5K
$1.53M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
363+ 10.29% |
$31.7K - $34.7K
|
3.89K
$360K
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
346+ 0.99% |
$30.2K - $33K
|
35.1K
$3.25M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
335+ 32.09% |
$29.2K - $32K
|
1.38K
$128K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
331+ 2.31% |
$28.9K - $31.6K
|
14.6K
$1.36M
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
330+ 2.83% |
$28.8K - $31.5K
|
12K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
327+ 10.38% |
$28.5K - $31.2K
|
3.48K
$322K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
325+ 1.4% |
$28.4K - $31K
|
23.6K
$2.18M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
323+ 1.22% |
$28.2K - $30.9K
|
26.9K
$2.49M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
313+ 0.94% |
$27.3K - $29.9K
|
33.5K
$3.11M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
310+ 2.05% |
$27K - $29.6K
|
15.5K
$1.43M
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
310+ 2.07% |
$27K - $29.6K
|
15.3K
$1.42M
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
302New |
$26.3K - $28.8K
|
302
$28K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
300New |
$26.2K - $28.7K
|
300
$27.8K
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
300+ 7.23% |
$26.2K - $28.7K
|
4.45K
$412K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
294+ 392.0% |
$25.7K - $28.1K
|
369
$34.2K
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
287+ 0.52% |
$25K - $27.4K
|
55K
$5.09M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
285New |
$24.9K - $27.2K
|
285
$26.4K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
282+ 1.62% |
$24.6K - $26.9K
|
17.7K
$1.64M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
279+ 11.7% |
$24.3K - $26.7K
|
2.66K
$247K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
275New |
$24K - $26.3K
|
275
$25.5K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
275+ 1.54% |
$24K - $26.3K
|
18.2K
$1.68M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
271+ 1.12% |
$23.6K - $25.9K
|
24.5K
$2.27M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
270+ 0.43% |
$23.6K - $25.8K
|
63.5K
$5.88M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
263+ 7.35% |
$22.9K - $25.1K
|
3.84K
$356K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
259New |
$22.6K - $24.7K
|
259
$24K
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
258+ 3.09% |
$22.5K - $24.6K
|
8.62K
$798K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
256+ 0.92% |
$22.3K - $24.5K
|
28.1K
$2.6M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
243New |
$21.2K - $23.2K
|
243
$22.5K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
239+ 4.38% |
$20.9K - $22.8K
|
5.69K
$527K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
237+ 0.7% |
$20.7K - $22.6K
|
34K
$3.15M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
224New |
$19.5K - $21.4K
|
224
$20.7K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
223+ 0.58% |
$19.5K - $21.3K
|
38.9K
$3.61M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
222New |
$19.4K - $21.2K
|
222
$20.6K
|