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

West Hill Financial Advisors, Inc.

  • $445 Million
  • Q4 2024

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 15,634 shares of IWR stock, worth $1.45 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
15,634
Previous 15,619 0.1%
Holding current value
$1.45 Million
Previous $1.38 Million 0.44%
% of portfolio
0.31%
Previous 0.31%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,531
Shares Held
366M
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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