Birch Hill Investment Advisors LLC Ishares S&P 500 Value ETF Transaction History

Birch Hill Investment Advisors LLC

  • $2.02 Billion
  • Q1 2025

A detailed history of Birch Hill Investment Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Birch Hill Investment Advisors LLC holds 4,385 shares of IVE stock, worth $804,340. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,385
Previous 3,734 17.43%
Holding current value
$804,340
Previous $712,000 17.28%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
$185.78 - $198.58 $120,942 - $129,275
651 Added 17.43%
4,385 $835,000
Q4 2024

Jan 28, 2025
SELL
$189.5 - $206.17 $14,970 - $16,287
-79 Reduced 2.07%
3,734 $712,000
Q2 2024

Jul 30, 2024
BUY
$176.58 - $186.7 $461,403 - $487,847
2,613 Added 217.75%
3,813 $694,000
Q4 2023

Jan 29, 2024
BUY
$147.64 - $174.21 $177,167 - $209,052
1,200 New
1,200 $208,000

Others Institutions Holding IVE

# of Institutions
1,696
Shares Held
158M
Call Options Held
107K
Put Options Held
60.6K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Birch Hill Investment Advisors LLC Portfolio

Follow Birch Hill Investment Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email