Hofer & Associates. Inc Ishares Russell Mid Cap Growth Transaction History

Hofer & Associates. Inc

$153 Million
Q2 2025

A detailed history of Hofer & Associates. Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Hofer & Associates. Inc holds 30,185 shares of IWP stock, worth $4.3 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

30,185

Previous 29,841 1.15%

Holding current value

$4.3 Million

Previous $3.51 Million 19.4%

% of portfolio

2.74%

Previous 2.39%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$104.34 - $138.68 $35,892 - $47,705	344 Added 1.15%	30,185 $4.19 Million
Q1 2025 Apr 22, 2025	BUY	$114.9 - $139.6 $53,428 - $64,914	465 Added 1.58%	29,841 $3.51 Million
Q4 2024 Jan 23, 2025	SELL	$116.4 - $138.52 $55,872 - $66,489	-480 Reduced 1.61%	29,376 $3.72 Million
Q3 2024 Oct 21, 2024	BUY	$103.87 - $117.59 $7,582 - $8,584	73 Added 0.25%	29,856 $3.5 Million
Q2 2024 Jul 18, 2024	BUY	$105.7 - $113.43 $37,840 - $40,607	358 Added 1.22%	29,783 $3.29 Million
Q1 2024 Apr 22, 2024	BUY	$100.66 - $114.14 $77,810 - $88,230	773 Added 2.7%	29,425 $3.36 Million
Q4 2023 Jan 22, 2024	BUY	$85.66 - $105.12 $24,584 - $30,169	287 Added 1.01%	28,652 $2.99 Million
Q3 2023 Oct 13, 2023	BUY	$89.97 - $100.32 $19,613 - $21,869	218 Added 0.77%	28,365 $2.59 Million
Q2 2023 Jul 14, 2023	BUY	$87.72 - $96.63 $131,930 - $145,331	1,504 Added 5.65%	28,147 $2.72 Million
Q1 2023 Apr 14, 2023	SELL	$82.89 - $94.68 $8,952 - $10,225	-108 Reduced 0.4%	26,643 $2.43 Million
Q4 2022 Jan 26, 2023	SELL	$77.4 - $89.88 $25,619 - $29,750	-331 Reduced 1.22%	26,751 $0
Q3 2022 Dec 15, 2022	SELL	$78.02 - $94.38 $32,300 - $39,073	-414 Reduced 1.51%	27,082 $2.12 Million
Q2 2022 Dec 15, 2022	BUY	$75.41 - $102.47 $7,163 - $9,734	95 Added 0.35%	27,496 $2.18 Million
Q1 2022 Dec 15, 2022	BUY	$89.52 - $114.03 $120,852 - $153,940	1,350 Added 5.18%	27,401 $2.75 Million
Q4 2021 Dec 15, 2022	BUY	$109.8 - $123.28 $2.86 Million - $3.21 Million	26,051 New	26,051 $3 Million

Others Institutions Holding IWP

# of Institutions

1,248

Shares Held

133M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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Hofer & Associates. Inc Ishares Russell Mid Cap Growth Transaction History