Hapanowicz & Associates Financial Services, Inc Ishares Russell Mid Cap ETF Transaction History

Hapanowicz & Associates Financial Services, Inc

$179 Million
Q1 2025

A detailed history of Hapanowicz & Associates Financial Services, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Hapanowicz & Associates Financial Services, Inc holds 23,465 shares of IWR stock, worth $2.1 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

23,465

Previous 22,124 6.06%

Holding current value

$2.1 Million

Previous $1.96 Million 2.1%

% of portfolio

1.12%

Previous 0.99%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$82.81 - $92.93 $111,048 - $124,619	1,341 Added 6.06%	23,465 $2 Million
Q4 2024 Jan 31, 2025	SELL	$87.25 - $95.52 $50,866 - $55,688	-583 Reduced 2.57%	22,124 $1.96 Million
Q3 2024 Oct 30, 2024	BUY	$79.92 - $88.19 $4,475 - $4,938	56 Added 0.25%	22,707 $2 Million
Q2 2024 Jul 26, 2024	BUY	$78.66 - $83.59 $33,666 - $35,776	428 Added 1.93%	22,651 $1.84 Million
Q1 2024 May 08, 2024	BUY	$75.37 - $84.09 $45,523 - $50,790	604 Added 2.79%	22,223 $1.87 Million
Q4 2023 Jan 31, 2024	BUY	$64.84 - $78.27 $11,217 - $13,540	173 Added 0.81%	21,619 $1.68 Million
Q3 2023 Oct 25, 2023	SELL	$68.54 - $75.91 $8,704 - $9,640	-127 Reduced 0.59%	21,446 $1.49 Million
Q2 2023 Jul 28, 2023	SELL	$67.49 - $73.03 $9,786 - $10,589	-145 Reduced 0.67%	21,573 $1.58 Million
Q1 2023 Apr 27, 2023	BUY	$66.27 - $75.04 $18,423 - $20,861	278 Added 1.3%	21,718 $1.52 Million
Q4 2022 Jan 27, 2023	SELL	$62.09 - $71.89 $18,502 - $21,423	-298 Reduced 1.37%	21,440 $1.45 Million
Q3 2022 Oct 21, 2022	BUY	$62.15 - $74.82 $18,396 - $22,146	296 Added 1.38%	21,738 $1.35 Million
Q2 2022 Jul 18, 2022	BUY	$62.75 - $78.76 $89,481 - $112,311	1,426 Added 7.12%	21,442 $1.39 Million
Q1 2022 Apr 22, 2022	SELL	$72.29 - $82.89 $9,903 - $11,355	-137 Reduced 0.68%	20,016 $1.56 Million
Q4 2021 Feb 10, 2022	SELL	$78.41 - $85.28 $17,955 - $19,529	-229 Reduced 1.12%	20,153 $1.67 Million
Q3 2021 Oct 18, 2021	SELL	$76.44 - $82.59 $101,894 - $110,092	-1,333 Reduced 6.14%	20,382 $1.59 Million
Q2 2021 Jul 21, 2021	SELL	$74.82 - $79.61 $897 - $955	-12 Reduced 0.06%	21,715 $1.72 Million
Q1 2021 Apr 29, 2021	SELL	$67.45 - $75.68 $45,393 - $50,932	-673 Reduced 3.0%	21,727 $1.61 Million
Q4 2020 Feb 02, 2021	SELL	$57.75 - $68.61 $2,310 - $2,744	-40 Reduced 0.18%	22,400 $1.54 Million
Q3 2020 Oct 29, 2020	BUY	$53.47 - $60.19 $29,461 - $33,164	551 Added 2.52%	22,440 $1.29 Million
Q2 2020 Jul 31, 2020	BUY	$40.64 - $57.63 $13,004 - $18,441	320 Added 1.48%	21,889 $1.17 Million
Q1 2020 Apr 23, 2020	BUY	$36.81 - $61.96 $24,000 - $40,397	652 Added 3.12%	21,569 $932,000
Q4 2019 Jan 17, 2020	SELL	$54.12 - $59.69 $15,694 - $17,310	-290 Reduced 1.37%	20,917 $1.25 Million
Q3 2019 Oct 28, 2019	SELL	$53.6 - $57.42 $2,197 - $2,354	-41 Reduced 0.19%	21,207 $1.18 Million
Q2 2019 Jul 29, 2019	SELL	$52.53 - $56.11 $52,109 - $55,661	-992 Reduced 4.46%	21,248 $1.18 Million
Q1 2019 Apr 18, 2019	BUY	$45.53 - $54.18 $4,052 - $4,822	89 Added 0.4%	22,240 $1.2 Million
Q4 2018 Feb 05, 2019	BUY	$43.7 - $54.95 $726,993 - $914,148	16,636 Added 301.65%	22,151 $1.03 Million
Q3 2018 Oct 17, 2018	SELL	$52.87 - $56.02 $9,093 - $9,635	-172 Reduced 3.02%	5,515 $1.21 Million
Q2 2018 Jul 19, 2018	BUY	$50.43 - $54.42 $25,164 - $27,155	499 Added 9.62%	5,687 $1.21 Million
Q1 2018 Apr 17, 2018	BUY	$49.67 - $55.0 $18,328 - $20,295	369 Added 7.66%	5,188 $1.05 Million
Q4 2017 Jan 25, 2018	BUY	$49.53 - $52.32 $12,729 - $13,446	257 Added 5.63%	4,819 $1.03 Million
Q3 2017 Nov 06, 2017	BUY	$48.84 - $49.29 $222,808 - $224,860	4,562	4,562 $910,000

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

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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Hapanowicz & Associates Financial Services, Inc Ishares Russell Mid Cap ETF Transaction History