Hilltop Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Hilltop Wealth Advisors, LLC

$198 Million
Q2 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 22,105 shares of IWR stock, worth $1.87 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

22,105

Previous 21,901 0.93%

Holding current value

$1.87 Million

Previous $1.84 Million 2.66%

% of portfolio

0.91%

Previous 0.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 03, 2024	BUY	$78.66 - $83.59 $16,046 - $17,052	204 Added 0.93%	22,105 $1.79 Million
Q1 2024 Apr 05, 2024	SELL	$75.37 - $84.09 $231,159 - $257,904	-3,067 Reduced 12.28%	21,901 $1.84 Million
Q4 2023 Jan 17, 2024	BUY	$64.84 - $78.27 $261,370 - $315,506	4,031 Added 19.25%	24,968 $1.94 Million
Q3 2023 Oct 16, 2023	BUY	$68.54 - $75.91 $210,075 - $232,664	3,065 Added 17.15%	20,937 $1.45 Million
Q2 2023 Jul 19, 2023	BUY	$67.49 - $73.03 $219,207 - $237,201	3,248 Added 22.21%	17,872 $1.31 Million
Q1 2023 Apr 19, 2023	BUY	$66.27 - $75.04 $196,490 - $222,493	2,965 Added 25.43%	14,624 $1.02 Million
Q4 2022 Feb 02, 2023	BUY	$65.92 - $71.89 $12,656 - $13,802	192 Added 1.67%	11,659 $786,000
Q3 2022 Nov 10, 2022	BUY	$63.62 - $74.82 $729,530 - $857,960	11,467 New	11,467 $713,000

Others Institutions Holding IWR

# of Institutions

1,336

Shares Held

341M

Call Options Held

126K

Put Options Held

14.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Hilltop Wealth Advisors, LLC with notifications on news.

Account

Hilltop Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History