West Hill Financial Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

West Hill Financial Advisors, Inc.

$412 Million
Q2 2024

A detailed history of West Hill Financial Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 11,165 shares of IWD stock, worth $2.01 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

11,165

Previous 10,943 2.03%

Holding current value

$2.01 Million

Previous $1.96 Million 0.66%

% of portfolio

0.47%

Previous 0.48%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$169.4 - $179.05 $37,606 - $39,749	222 Added 2.03%	11,165 $1.95 Million
Q1 2024 Apr 24, 2024	SELL	$161.84 - $179.11 $23,143 - $25,612	-143 Reduced 1.29%	10,943 $1.96 Million
Q4 2023 Jan 31, 2024	SELL	$143.69 - $165.7 $9,914 - $11,433	-69 Reduced 0.62%	11,086 $1.83 Million
Q3 2023 Nov 13, 2023	SELL	$151.73 - $163.56 $11,228 - $12,103	-74 Reduced 0.66%	11,155 $1.69 Million
Q2 2023 Aug 10, 2023	SELL	$148.55 - $157.83 $18,271 - $19,413	-123 Reduced 1.08%	11,229 $1.77 Million

Q1 2023 May 11, 2023	SELL	$145.2 - $161.56 $23,957 - $26,657	-165 Reduced 1.43%	11,352 $1.73 Million
Q4 2022 Feb 14, 2023	BUY	$148.0 - $158.99 $44,548 - $47,855	301 Added 2.68%	11,517 $1.75 Million
Q3 2022 Nov 14, 2022	BUY	N/A	39 Added 0.35%	11,216 $1.53 Million
Q2 2022 Jul 29, 2022	SELL	N/A	-43 Reduced 0.38%	11,177 $1.62 Million
Q1 2022 Apr 27, 2022	BUY	N/A	798 Added 7.66%	11,220 $1.86 Million
Q4 2021 Feb 14, 2022	BUY	N/A	156 Added 1.52%	10,422 $1.75 Million
Q3 2021 Oct 13, 2021	SELL	N/A	-52 Reduced 0.5%	10,266 $1.61 Million
Q1 2021 Oct 13, 2021	SELL	N/A	-1,325 Reduced 11.38%	10,318 $1.56 Million
Q4 2020 Feb 17, 2021	BUY	N/A	11,643 New	11,643 $1.59 Million

Others Institutions Holding IWD

# of Institutions

1,640

Shares Held

251M

Call Options Held

509K

Put Options Held

50K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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West Hill Financial Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History