Willis Johnson & Associates, Inc. Ishares Russell Mid Cap ETF Transaction History

Willis Johnson & Associates, Inc.

$1.3 Billion
Q4 2024

A detailed history of Willis Johnson & Associates, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Willis Johnson & Associates, Inc. holds 2,360 shares of IWR stock, worth $201,874. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,360

Previous 2,422 2.56%

Holding current value

$201,874

Previous $213,000 2.35%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$87.25 - $95.52 $5,409 - $5,922	-62 Reduced 2.56%	2,360 $208,000
Q3 2024 Oct 31, 2024	BUY	$79.92 - $88.19 $193,566 - $213,596	2,422 New	2,422 $213,000
Q1 2024 Apr 19, 2024	BUY	$75.37 - $84.09 $185,560 - $207,029	2,462 New	2,462 $207,000
Q2 2023 Jul 17, 2023	SELL	$67.49 - $73.03 $13,430 - $14,532	-199 Reduced 6.54%	2,844 $207,000
Q1 2023 Apr 06, 2023	BUY	$66.27 - $75.04 $201,659 - $228,346	3,043 New	3,043 $212,000
Q3 2022 Oct 12, 2022	SELL	$62.15 - $74.82 $16,159 - $19,453	-260 Reduced 3.57%	7,013 $436,000
Q2 2022 Jul 18, 2022	SELL	$62.75 - $78.76 $6,337 - $7,954	-101 Reduced 1.37%	7,273 $470,000
Q1 2022 May 10, 2022	SELL	$72.29 - $82.89 $23,205 - $26,607	-321 Reduced 4.17%	7,374 $575,000
Q4 2021 Jan 21, 2022	SELL	$78.41 - $85.28 $27,600 - $30,018	-352 Reduced 4.37%	7,695 $639,000
Q3 2021 Oct 15, 2021	SELL	$76.44 - $82.59 $21,250 - $22,960	-278 Reduced 3.34%	8,047 $629,000
Q2 2021 Jul 16, 2021	SELL	$74.82 - $79.61 $16,011 - $17,036	-214 Reduced 2.51%	8,325 $660,000
Q1 2021 Apr 29, 2021	SELL	$67.45 - $75.68 $16,660 - $18,692	-247 Reduced 2.81%	8,539 $631,000
Q4 2020 Apr 13, 2021	BUY	$57.75 - $68.61 $507,391 - $602,807	8,786 New	8,786 $602,000

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

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About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Willis Johnson & Associates, Inc. Ishares Russell Mid Cap ETF Transaction History