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 10,919 shares of IWD stock, worth $2.11 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
10,919
Previous 11,165 2.2%
Holding current value
$2.11 Million
Previous $1.95 Million 6.42%
% of portfolio
0.47%
Previous 0.47%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$173.36 - $189.8 $42,646 - $46,690
-246 Reduced 2.2%
10,919 $2.07 Million
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
$136.78 - $158.99 $41,170 - $47,855
301 Added 2.68%
11,517 $1.75 Million
Q3 2022

Nov 14, 2022

BUY
$135.99 - $161.15 $5,303 - $6,284
39 Added 0.35%
11,216 $1.53 Million
Q2 2022

Jul 29, 2022

SELL
$140.99 - $168.41 $6,062 - $7,241
-43 Reduced 0.38%
11,177 $1.62 Million
Q1 2022

Apr 27, 2022

BUY
$157.15 - $170.51 $125,405 - $136,066
798 Added 7.66%
11,220 $1.86 Million
Q4 2021

Feb 14, 2022

BUY
$157.12 - $168.08 $24,510 - $26,220
156 Added 1.52%
10,422 $1.75 Million
Q3 2021

Oct 13, 2021

SELL
$154.62 - $164.07 $8,040 - $8,531
-52 Reduced 0.5%
10,266 $1.61 Million
Q1 2021

Oct 13, 2021

SELL
$134.89 - $153.0 $178,729 - $202,725
-1,325 Reduced 11.38%
10,318 $1.56 Million
Q4 2020

Feb 17, 2021

BUY
$115.84 - $136.73 $1.35 Million - $1.59 Million
11,643 New
11,643 $1.59 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track West Hill Financial Advisors, Inc. Portfolio

Follow West Hill Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Hill Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Hill Financial Advisors, Inc. with notifications on news.