West Hill Financial Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

West Hill Financial Advisors, Inc.

$436 Million
Q1 2025

A detailed history of West Hill Financial Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 15,496 shares of IWR stock, worth $1.3 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

15,496

Previous 15,634 0.88%

Holding current value

$1.3 Million

Previous $1.38 Million 4.63%

% of portfolio

0.3%

Previous 0.31%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$82.81 - $92.93 $11,427 - $12,824	-138 Reduced 0.88%	15,496 $1.32 Million
Q4 2024 Jan 31, 2025	BUY	$87.25 - $95.52 $1,308 - $1,432	15 Added 0.1%	15,634 $1.38 Million
Q3 2024 Oct 18, 2024	SELL	$79.92 - $88.19 $1,838 - $2,028	-23 Reduced 0.15%	15,619 $1.38 Million
Q2 2024 Jul 19, 2024	SELL	$78.66 - $83.59 $25,092 - $26,665	-319 Reduced 2.0%	15,642 $1.27 Million
Q1 2024 Apr 24, 2024	BUY	$75.37 - $84.09 $9,948 - $11,099	132 Added 0.83%	15,961 $1.34 Million
Q4 2023 Jan 31, 2024	SELL	$64.84 - $78.27 $6,419 - $7,748	-99 Reduced 0.62%	15,829 $1.23 Million
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $37,491 - $41,522	547 Added 3.56%	15,928 $1.1 Million
Q2 2023 Aug 10, 2023	BUY	$67.49 - $73.03 $6,748 - $7,303	100 Added 0.65%	15,381 $1.12 Million
Q1 2023 May 11, 2023	SELL	$66.27 - $75.04 $24,784 - $28,064	-374 Reduced 2.39%	15,281 $1.07 Million
Q4 2022 Feb 14, 2023	SELL	$62.09 - $71.89 $8,257 - $9,561	-133 Reduced 0.84%	15,655 $1.06 Million
Q3 2022 Nov 14, 2022	SELL	$62.15 - $74.82 $3,107 - $3,740	-50 Reduced 0.32%	15,788 $981,000
Q2 2022 Jul 29, 2022	BUY	$62.75 - $78.76 $4,643 - $5,828	74 Added 0.47%	15,838 $1.02 Million
Q1 2022 Apr 27, 2022	BUY	$72.29 - $82.89 $48,000 - $55,038	664 Added 4.4%	15,764 $1.23 Million
Q4 2021 Feb 14, 2022	BUY	$78.41 - $85.28 $45,242 - $49,206	577 Added 3.97%	15,100 $1.25 Million
Q3 2021 Oct 13, 2021	SELL	$76.44 - $82.59 $94,021 - $101,585	-1,230 Reduced 7.81%	14,523 $1.14 Million
Q1 2021 Oct 13, 2021	SELL	$67.45 - $75.68 $674 - $756	-10 Reduced 0.06%	15,753 $1.17 Million
Q4 2020 Feb 17, 2021	BUY	$57.75 - $68.61 $910,313 - $1.08 Million	15,763 New	15,763 $1.08 Million

Others Institutions Holding IWR

# of Institutions

1,542

Shares Held

368M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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West Hill Financial Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History