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

Hilltop Wealth Advisors, LLC

  • $198 Million
  • Q4 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 20,176 shares of IWR stock, worth $1.85 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
20,176
Previous 22,587 10.67%
Holding current value
$1.85 Million
Previous $1.99 Million 10.4%
% of portfolio
0.9%
Previous 0.93%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 08, 2025
SELL
$87.25 - $95.52 $210,359 - $230,298
-2,411 Reduced 10.67%
20,176 $1.78 Million
Q3 2024

Oct 09, 2024
BUY
$79.92 - $88.19 $38,521 - $42,507
482 Added 2.18%
22,587 $1.99 Million
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
$62.09 - $71.89 $11,921 - $13,802
192 Added 1.67%
11,659 $786,000
Q3 2022

Nov 10, 2022
BUY
$62.15 - $74.82 $712,674 - $857,960
11,467 New
11,467 $713,000

Others Institutions Holding IWR

# of Institutions
1,426
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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