Ghp Investment Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Ghp Investment Advisors, Inc.

$2.05 Billion
Q1 2025

A detailed history of Ghp Investment Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 2,963 shares of IWR stock, worth $282,433. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,963

Previous 2,963 -0.0%

Holding current value

$282,433

Previous $261,000 3.45%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$79.92 - $88.19 $162,317 - $179,113	-2,031 Reduced 40.67%	2,963 $261,000
Q2 2024 Aug 08, 2024	BUY	$78.66 - $83.59 $12,428 - $13,207	158 Added 3.27%	4,994 $404,000
Q1 2024 Apr 25, 2024	BUY	$75.37 - $84.09 $527 - $588	7 Added 0.14%	4,836 $406,000
Q4 2023 Jan 26, 2024	BUY	$64.84 - $78.27 $130,782 - $157,870	2,017 Added 71.73%	4,829 $375,000
Q3 2023 Oct 17, 2023	BUY	$68.54 - $75.91 $959 - $1,062	14 Added 0.5%	2,812 $194,000
Q2 2023 Aug 14, 2023	SELL	$67.49 - $73.03 $13,025 - $14,094	-193 Reduced 6.45%	2,798 $204,000
Q1 2023 Apr 21, 2023	BUY	$66.27 - $75.04 $728 - $825	11 Added 0.37%	2,991 $209,000
Q4 2022 Feb 16, 2023	BUY	$62.09 - $71.89 $1,676 - $1,941	27 Added 0.91%	2,980 $201,000
Q2 2022 Aug 11, 2022	BUY	$62.75 - $78.76 $564 - $708	9 Added 0.31%	2,953 $191,000
Q1 2022 Apr 28, 2022	BUY	$72.29 - $82.89 $506 - $580	7 Added 0.24%	2,944 $230,000
Q4 2021 Feb 14, 2022	BUY	$78.41 - $85.28 $1,489 - $1,620	19 Added 0.65%	2,937 $244,000
Q2 2021 Aug 13, 2021	BUY	$74.82 - $79.61 $897 - $955	12 Added 0.41%	2,918 $231,000
Q1 2021 May 14, 2021	BUY	$67.45 - $75.68 $196,009 - $219,926	2,906 New	2,906 $215,000

Others Institutions Holding IWR

# of Institutions

1,563

Shares Held

371M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Ghp Investment Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History