West Hill Financial Advisors, Inc. Ishares Russell 1000 Val 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 1000 Val ETF stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 10,520 shares of IWD stock, worth $1.94 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

10,520

Previous 10,919 3.65%

Holding current value

$1.94 Million

Previous $2.07 Million 6.03%

% of portfolio

0.44%

Previous 0.47%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$183.23 - $199.79 $73,108 - $79,716	-399 Reduced 3.65%	10,520 $1.95 Million
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

# of Institutions

1,882

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

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