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 $279,855. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,963
Previous 4,994 40.67%
Holding current value
$279,855
Previous $404,000 35.4%
% of portfolio
0.01%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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