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
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
706+ 5.96% |
$61.6K - $67.4K
|
12.6K
$1.21M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
706New |
$61.6K - $67.4K
|
706
$67.9K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
704+ 20.2% |
$61.4K - $67.2K
|
4.19K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
682+ 17.84% |
$59.5K - $65.1K
|
4.51K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
667New |
$58.2K - $63.7K
|
667
$64.1K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
662+ 2.91% |
$57.8K - $63.2K
|
23.4K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
650+ 7.88% |
$56.7K - $62.1K
|
8.89K
$855K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
622New |
$54.3K - $59.4K
|
622
$59.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
621+ 7.9% |
$54.2K - $59.3K
|
8.48K
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
610New |
$53.2K - $58.3K
|
610
$58.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
609New |
$53.1K - $58.2K
|
609
$58.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
584+ 4.45% |
$51K - $55.8K
|
13.7K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
583+ 5.77% |
$50.9K - $55.7K
|
10.7K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
580+ 9.03% |
$50.6K - $55.4K
|
7K
$673K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
580New |
$50.6K - $55.4K
|
580
$55.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
572+ 17.53% |
$49.9K - $54.6K
|
3.84K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
569+ 2.31% |
$49.6K - $54.4K
|
25.2K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
565+ 2.27% |
$49.3K - $54K
|
25.5K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
559+ 3.08% |
$48.8K - $53.4K
|
18.7K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
558+ 1.58% |
$48.7K - $53.3K
|
35.8K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
550+ 2.9% |
$48K - $52.5K
|
19.5K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
540+ 0.45% |
$47.1K - $51.6K
|
120K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
537+ 5.89% |
$46.9K - $51.3K
|
9.66K
$928K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
534New |
$46.6K - $51K
|
534
$51.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
508+ 8.38% |
$44.3K - $48.5K
|
6.57K
$632K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
480+ 0.69% |
$41.9K - $45.8K
|
69.7K
$6.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
466New |
$40.7K - $44.5K
|
466
$44.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
460New |
$40.1K - $43.9K
|
460
$44.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
454New |
$39.6K - $43.4K
|
454
$43.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
449+ 29.83% |
$39.2K - $42.9K
|
1.95K
$188K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
447+ 1.39% |
$39K - $42.7K
|
32.5K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
440+ 0.79% |
$38.4K - $42K
|
55.9K
$5.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
434+ 18.87% |
$37.9K - $41.5K
|
2.73K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
417+ 0.74% |
$36.4K - $39.8K
|
56.7K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
415+ 11.83% |
$36.2K - $39.6K
|
3.92K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
413+ 0.23% |
$36K - $39.4K
|
178K
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
408New |
$35.6K - $39K
|
408
$39.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
407+ 1.35% |
$35.5K - $38.9K
|
30.6K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
407+ 0.42% |
$35.5K - $38.9K
|
98.3K
$9.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
400+ 2.77% |
$34.9K - $38.2K
|
14.8K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
378+ 0.2% |
$33K - $36.1K
|
188K
$18.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
375+ 5.09% |
$32.7K - $35.8K
|
7.75K
$745K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
373+ 11.48% |
$32.5K - $35.6K
|
3.62K
$348K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
370+ 0.96% |
$32.3K - $35.3K
|
38.8K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
366New |
$31.9K - $35K
|
366
$35.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
366+ 12.04% |
$31.9K - $35K
|
3.41K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
366+ 2.27% |
$31.9K - $35K
|
16.5K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
363+ 10.29% |
$31.7K - $34.7K
|
3.89K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
346+ 0.99% |
$30.2K - $33K
|
35.1K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
335+ 32.09% |
$29.2K - $32K
|
1.38K
$133K
|