Birch Hill Investment Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Birch Hill Investment Advisors LLC

$2.18 Billion
Q2 2025

A detailed history of Birch Hill Investment Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Birch Hill Investment Advisors LLC holds 240,394 shares of IJR stock, worth $28.7 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

240,394

Previous 267,253 10.05%

Holding current value

$28.7 Million

Previous $27.9 Million 5.99%

% of portfolio

1.2%

Previous 1.38%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$90.56 - $109.49 $2.43 Million - $2.94 Million	-26,859 Reduced 10.05%	240,394 $26.3 Million
Q1 2025 Apr 18, 2025	BUY	$102.49 - $119.96 $287,074 - $336,007	2,801 Added 1.06%	267,253 $27.9 Million
Q4 2024 Jan 28, 2025	BUY	$113.92 - $127.38 $713,025 - $797,271	6,259 Added 2.42%	264,452 $30.5 Million
Q3 2024 Oct 10, 2024	BUY	$105.53 - $118.34 $2.62 Million - $2.94 Million	24,817 Added 10.63%	258,193 $30.2 Million
Q2 2024 Jul 30, 2024	BUY	$102.13 - $110.88 $104,785 - $113,762	1,026 Added 0.44%	233,376 $24.9 Million
Q1 2024 May 13, 2024	BUY	$102.35 - $110.52 $5.7 Million - $6.16 Million	55,718 Added 31.54%	232,350 $25.7 Million
Q4 2023 Jan 29, 2024	BUY	$87.61 - $110.11 $3.17 Million - $3.98 Million	36,182 Added 25.76%	176,632 $19.1 Million
Q3 2023 Oct 19, 2023	SELL	$92.9 - $105.16 $256,496 - $290,346	-2,761 Reduced 1.93%	140,450 $13.2 Million
Q2 2023 Jul 20, 2023	BUY	$91.14 - $99.81 $1.31 Million - $1.43 Million	14,333 Added 11.12%	143,211 $14.3 Million
Q1 2023 Apr 14, 2023	BUY	$92.27 - $107.68 $1.25 Million - $1.46 Million	13,515 Added 11.72%	128,878 $12.5 Million
Q4 2022 Jan 31, 2023	SELL	$89.09 - $102.13 $70,559 - $80,886	-792 Reduced 0.68%	115,363 $10.9 Million
Q3 2022 Oct 19, 2022	SELL	$87.04 - $106.5 $993,735 - $1.22 Million	-11,417 Reduced 8.95%	116,155 $10.1 Million
Q2 2022 Jul 13, 2022	BUY	$89.03 - $109.02 $378,199 - $463,116	4,248 Added 3.44%	127,572 $11.8 Million
Q1 2022 Apr 08, 2022	BUY	$102.32 - $116.69 $1.48 Million - $1.68 Million	14,427 Added 13.25%	123,324 $13.3 Million
Q4 2021 Feb 02, 2022	BUY	$108.26 - $120.32 $8.16 Million - $9.07 Million	75,395 Added 225.05%	108,897 $12.5 Million
Q3 2021 Oct 25, 2021	BUY	$104.62 - $113.69 $3,557 - $3,865	34 Added 0.1%	33,502 $3.66 Million
Q2 2021 Jul 22, 2021	BUY	$106.38 - $116.3 $26,701 - $29,191	251 Added 0.76%	33,468 $3.78 Million
Q1 2021 Apr 26, 2021	BUY	$91.04 - $115.01 $62,726 - $79,241	689 Added 2.12%	33,217 $3.61 Million
Q4 2020 Jan 27, 2021	BUY	$71.23 - $92.42 $530,877 - $688,806	7,453 Added 29.72%	32,528 $2.99 Million
Q3 2020 Oct 22, 2020	BUY	$65.69 - $75.96 $311,501 - $360,202	4,742 Added 23.32%	25,075 $1.76 Million
Q2 2020 Aug 10, 2020	SELL	$50.99 - $75.55 $15,602 - $23,118	-306 Reduced 1.48%	20,333 $1.39 Million
Q1 2020 Apr 20, 2020	SELL	$49.11 - $85.52 $1.28 Million - $2.23 Million	-26,124 Reduced 55.86%	20,639 $1.16 Million
Q4 2019 Jan 17, 2020	BUY	$75.05 - $84.14 $305,078 - $342,029	4,065 Added 9.52%	46,763 $3.92 Million
Q3 2019 Oct 16, 2019	SELL	$73.61 - $80.67 $99,520 - $109,065	-1,352 Reduced 3.07%	42,698 $3.32 Million
Q2 2019 Jul 22, 2019	BUY	$73.17 - $81.37 $80,926 - $89,995	1,106 Added 2.58%	44,050 $3.45 Million
Q1 2019 May 14, 2019	BUY	$68.34 - $81.18 $90,823 - $107,888	1,329 Added 3.19%	42,944 $3.31 Million
Q4 2018 Feb 13, 2019	SELL	$65.14 - $85.94 $44,295 - $58,439	-680 Reduced 1.61%	41,615 $2.89 Million
Q3 2018 Nov 14, 2018	BUY	$84.33 - $90.31 $1.51 Million - $1.62 Million	17,950 Added 73.73%	42,295 $3.69 Million
Q2 2018 Aug 14, 2018	BUY	$75.25 - $86.64 $257,129 - $296,048	3,417 Added 16.33%	24,345 $2.03 Million
Q1 2018 May 15, 2018	BUY	$73.35 - $80.36 $555,332 - $608,405	7,571 Added 56.68%	20,928 $1.61 Million
Q4 2017 Feb 09, 2018	BUY	$73.06 - $77.74 $155,617 - $165,586	2,130 Added 18.97%	13,357 $1.03 Million
Q3 2017 Nov 14, 2017	SELL	$72.31 - $74.22 $10,123 - $10,390	-140 Reduced 1.23%	11,227 $833,000
Q2 2017 Aug 11, 2017	BUY	N/A	11,367	11,367 $797,000

Others Institutions Holding IJR

# of Institutions

2,833

Shares Held

564M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Birch Hill Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birch Hill Investment Advisors LLC with notifications on news.

Account

Birch Hill Investment Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History