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

West Hill Financial Advisors, Inc.

  • $445 Million
  • Q4 2024

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 69,803 shares of IWS stock, worth $8.74 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
69,803
Previous 68,198 2.35%
Holding current value
$8.74 Million
Previous $9.02 Million 0.1%
% of portfolio
2.03%
Previous 2.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,022
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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