West Hill Financial Advisors, Inc. Ishares Russell Midcap Value E Transaction History

West Hill Financial Advisors, Inc.

$436 Million
Q1 2025

A detailed history of West Hill Financial Advisors, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 71,119 shares of IWS stock, worth $8.73 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

71,119

Previous 69,803 1.89%

Holding current value

$8.73 Million

Previous $9.03 Million 0.78%

% of portfolio

2.05%

Previous 2.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$122.59 - $135.24 $161,328 - $177,975	1,316 Added 1.89%	71,119 $8.96 Million
Q4 2024 Jan 31, 2025	BUY	$128.08 - $140.32 $205,568 - $225,213	1,605 Added 2.35%	69,803 $9.03 Million
Q3 2024 Oct 18, 2024	BUY	$119.52 - $132.25 $16,254 - $17,986	136 Added 0.2%	68,198 $9.02 Million
Q2 2024 Jul 19, 2024	SELL	$117.31 - $125.13 $38,829 - $41,418	-331 Reduced 0.48%	68,062 $8.22 Million
Q1 2024 Apr 24, 2024	BUY	$112.43 - $125.33 $239,925 - $267,454	2,134 Added 3.22%	68,393 $8.57 Million
Q4 2023 Jan 31, 2024	BUY	$97.63 - $117.08 $105,538 - $126,563	1,081 Added 1.66%	66,259 $7.71 Million
Q3 2023 Nov 13, 2023	BUY	$103.48 - $114.68 $353,280 - $391,517	3,414 Added 5.53%	65,178 $6.8 Million
Q2 2023 Aug 10, 2023	BUY	$101.5 - $109.84 $72,065 - $77,986	710 Added 1.16%	61,764 $6.78 Million
Q1 2023 May 11, 2023	BUY	$100.22 - $116.23 $19,142 - $22,199	191 Added 0.31%	61,054 $6.48 Million
Q4 2022 Feb 14, 2023	SELL	$96.57 - $111.69 $4,731 - $5,472	-49 Reduced 0.08%	60,863 $6.41 Million
Q3 2022 Nov 14, 2022	BUY	$96.05 - $115.74 $73,766 - $88,888	768 Added 1.28%	60,912 $5.85 Million
Q2 2022 Jul 29, 2022	BUY	$99.42 - $121.64 $144,059 - $176,256	1,449 Added 2.47%	60,144 $6.11 Million
Q1 2022 Apr 27, 2022	BUY	$112.23 - $123.59 $336,241 - $370,275	2,996 Added 5.38%	58,695 $7.02 Million
Q4 2021 Feb 14, 2022	BUY	$114.04 - $122.75 $181,209 - $195,049	1,589 Added 2.94%	55,699 $6.82 Million
Q3 2021 Oct 13, 2021	BUY	$110.67 - $119.04 $246,240 - $264,864	2,225 Added 4.29%	54,110 $6.13 Million
Q1 2021 Oct 13, 2021	SELL	$95.27 - $111.97 $161,101 - $189,341	-1,691 Reduced 3.16%	51,885 $5.67 Million
Q4 2020 Feb 17, 2021	BUY	$80.93 - $96.96 $4.34 Million - $5.19 Million	53,576 New	53,576 $5.2 Million

Others Institutions Holding IWS

# of Institutions

1,017

Shares Held

97.5M

Call Options Held

19.1K

Put Options Held

4.8K

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
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West Hill Financial Advisors, Inc. Ishares Russell Midcap Value E Transaction History