Ghp Investment Advisors, Inc. Russell Micro Cap ETF Transaction History

Ghp Investment Advisors, Inc.

$2.05 Billion
Q1 2025

A detailed history of Ghp Investment Advisors, Inc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 11,340 shares of IWC stock, worth $1.36 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,340

Previous 11,421 0.71%

Holding current value

$1.36 Million

Previous $1.49 Million 15.58%

% of portfolio

0.06%

Previous 0.07%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$110.91 - $133.46 $8,983 - $10,810	-81 Reduced 0.71%	11,340 $1.26 Million
Q4 2024 Jan 27, 2025	BUY	$120.3 - $138.84 $7,458 - $8,608	62 Added 0.55%	11,421 $1.49 Million
Q3 2024 Oct 24, 2024	SELL	$112.21 - $129.46 $26,481 - $30,552	-236 Reduced 2.04%	11,359 $1.4 Million
Q2 2024 Aug 08, 2024	BUY	$109.35 - $119.81 $874 - $958	8 Added 0.07%	11,595 $1.32 Million
Q1 2024 Apr 25, 2024	SELL	$109.23 - $121.19 $67,941 - $75,380	-622 Reduced 5.09%	11,587 $1.4 Million
Q4 2023 Jan 26, 2024	SELL	$90.78 - $118.63 $2,995 - $3,914	-33 Reduced 0.27%	12,209 $1.42 Million
Q3 2023 Oct 17, 2023	SELL	$99.15 - $115.3 $11,402 - $13,259	-115 Reduced 0.93%	12,242 $1.23 Million
Q2 2023 Aug 14, 2023	SELL	$99.62 - $112.59 $9,962 - $11,259	-100 Reduced 0.8%	12,357 $1.35 Million
Q1 2023 Apr 21, 2023	SELL	$100.59 - $121.88 $100 - $121	-1 Reduced 0.01%	12,457 $1.3 Million
Q4 2022 Feb 16, 2023	SELL	$103.28 - $114.29 $38,730 - $42,858	-375 Reduced 2.92%	12,458 $1.34 Million
Q3 2022 Oct 28, 2022	SELL	$101.64 - $126.54 $24,901 - $31,002	-245 Reduced 1.87%	12,833 $1.33 Million
Q2 2022 Aug 11, 2022	SELL	$103.11 - $130.99 $2,887 - $3,667	-28 Reduced 0.21%	13,078 $1.36 Million
Q1 2022 Apr 28, 2022	SELL	$119.81 - $142.34 $54,273 - $64,480	-453 Reduced 3.34%	13,106 $1.69 Million
Q4 2021 Feb 14, 2022	SELL	$134.03 - $156.72 $10,856 - $12,694	-81 Reduced 0.59%	13,559 $1.9 Million
Q3 2021 Nov 12, 2021	SELL	$136.87 - $153.98 $28,332 - $31,873	-207 Reduced 1.49%	13,640 $1.97 Million
Q1 2021 May 14, 2021	SELL	$117.96 - $158.51 $197,465 - $265,345	-1,674 Reduced 10.79%	13,847 $2.04 Million
Q4 2020 Feb 12, 2021	SELL	$91.79 - $121.66 $70,953 - $94,043	-773 Reduced 4.74%	15,521 $1.84 Million
Q3 2020 Nov 16, 2020	BUY	$83.76 - $96.86 $49,753 - $57,534	594 Added 3.78%	16,294 $1.47 Million
Q2 2020 Aug 06, 2020	BUY	$60.8 - $91.7 $32,041 - $48,325	527 Added 3.47%	15,700 $1.37 Million
Q1 2020 May 13, 2020	BUY	$57.05 - $101.1 $187,352 - $332,012	3,284 Added 27.62%	15,173 $1.02 Million
Q4 2019 Feb 14, 2020	SELL	$85.32 - $100.3 $30,544 - $35,907	-358 Reduced 2.92%	11,889 $1.18 Million
Q3 2019 Nov 07, 2019	BUY	$84.33 - $93.69 $21,504 - $23,890	255 Added 2.13%	12,247 $1.08 Million
Q2 2019 Aug 02, 2019	SELL	$88.17 - $96.98 $12,079 - $13,286	-137 Reduced 1.13%	11,992 $1.12 Million
Q1 2019 May 10, 2019	SELL	$82.53 - $97.19 $2,558 - $3,012	-31 Reduced 0.25%	12,129 $1.13 Million
Q4 2018 Feb 13, 2019	BUY	$77.77 - $104.35 $85,702 - $114,993	1,102 Added 9.97%	12,160 $1 Million
Q3 2018 Oct 17, 2018	BUY	$104.28 - $109.91 $45,361 - $47,810	435 Added 4.09%	11,058 $1.18 Million
Q2 2018 Aug 17, 2018	SELL	$93.79 - $109.42 $12,943 - $15,099	-138 Reduced 1.28%	10,623 $1.12 Million
Q1 2018 Apr 25, 2018	BUY	$91.66 - $101.35 $4,308 - $4,763	47 Added 0.44%	10,761 $1.03 Million
Q4 2017 Feb 14, 2018	BUY	$91.15 - $96.84 $67,724 - $71,952	743 Added 7.45%	10,714 $1.03 Million
Q3 2017 Nov 03, 2017	BUY	$91.57 - $94.45 $913,044 - $941,760	9,971	9,971 $942,000

Others Institutions Holding IWC

# of Institutions

239

Shares Held

3.98M

Call Options Held

9.2K

Put Options Held

3.6K

View Full List

About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

More about IWC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ghp Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ghp Investment Advisors, Inc. with notifications on news.

Account

Ghp Investment Advisors, Inc. Russell Micro Cap ETF Transaction History