Hamilton Point Investment Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Hamilton Point Investment Advisors, LLC

  • $634 Million
  • Q3 2025

A detailed history of Hamilton Point Investment Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 1,759 shares of IWR stock, worth $167,245. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,759
Previous 1,555 13.12%
Holding current value
$167,245
Previous $143,000 18.18%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$92.26 - $97.51 $18,821 - $19,892
204 Added 13.12%
1,759 $169,000
Q2 2025

Jul 28, 2025
SELL
$74.88 - $91.97 $8,760 - $10,760
-117 Reduced 7.0%
1,555 $143,000
Q1 2023

May 10, 2023
BUY
$66.27 - $75.04 $110,803 - $125,466
1,672 New
1,672 $116,000

Others Institutions Holding IWR

# of Institutions
1,606
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Hamilton Point Investment Advisors, LLC Portfolio

Follow Hamilton Point Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Hamilton Point Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email