West Oak Capital, LLC Ishares Russell Mid Cap ETF Transaction History

West Oak Capital, LLC

  • $2.59 Billion
  • Q1 2025

A detailed history of West Oak Capital, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, West Oak Capital, LLC holds 4,600 shares of IWR stock, worth $387,090. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,600
Previous 4,600 -0.0%
Holding current value
$387,090
Previous $4.07 Million 3.76%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Jan 13, 2025
BUY
$87.25 - $95.52 $399,168 - $437,004
4,575 Added 18300.0%
4,600 $4.07 Million
Q4 2024

Jan 10, 2025
SELL
$87.25 - $95.52 $399,168 - $437,004
-4,575 Reduced 99.46%
25 $4.07 Million
Q4 2018

Jan 08, 2019
BUY
$43.7 - $54.95 $150,765 - $189,577
3,450 Added 300.0%
4,600 $214 Million
Q1 2018

Apr 05, 2018
BUY
$49.67 - $55.0 $57,120 - $63,250
1,150 New
1,150 $237 Million
Q4 2017

Jan 05, 2018
SELL
$49.53 - $52.32 $44,577 - $47,088
-900 Closed
0 $0
Q3 2017

Oct 10, 2017
BUY
$48.84 - $49.29 $43,956 - $44,361
900
900 $177 Million

Others Institutions Holding IWR

# of Institutions
1,543
Shares Held
371M
Call Options Held
180K
Put Options Held
19.1K
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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