Birch Hill Investment Advisors LLC Ishares Russell 2000 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 Russell 2000 ETF stock. As of the latest transaction made, Birch Hill Investment Advisors LLC holds 14,464 shares of IWM stock, worth $2.75 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

14,464

Previous 13,839 4.52%

Holding current value

$2.75 Million

Previous $3.06 Million 5.63%

% of portfolio

0.14%

Previous 0.15%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	BUY	$198.1 - $229.79 $123,812 - $143,618	625 Added 4.52%	14,464 $2.89 Million
Q4 2024 Jan 28, 2025	BUY	$216.13 - $242.4 $7,564 - $8,484	35 Added 0.25%	13,839 $3.06 Million
Q3 2024 Oct 10, 2024	BUY	$200.87 - $224.6 $60,461 - $67,604	301 Added 2.23%	13,804 $3.05 Million
Q2 2024 Jul 30, 2024	BUY	$192.84 - $209.44 $134,602 - $146,189	698 Added 5.45%	13,503 $2.74 Million
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $123,162 - $136,695	650 Added 5.35%	12,805 $2.69 Million
Q4 2023 Jan 29, 2024	SELL	$162.21 - $204.82 $8,110 - $10,241	-50 Reduced 0.41%	12,155 $2.44 Million
Q2 2023 Jul 20, 2023	BUY	$170.4 - $187.93 $8,520 - $9,396	50 Added 0.41%	12,205 $2.29 Million
Q1 2023 Apr 14, 2023	SELL	$170.25 - $198.32 $61,290 - $71,395	-360 Reduced 2.88%	12,155 $2.17 Million
Q4 2022 Jan 31, 2023	SELL	$166.81 - $188.05 $17,515 - $19,745	-105 Reduced 0.83%	12,515 $2.18 Million
Q3 2022 Oct 19, 2022	SELL	$164.17 - $201.07 $65,339 - $80,025	-398 Reduced 3.06%	12,620 $2.08 Million
Q2 2022 Jul 13, 2022	SELL	$163.9 - $207.91 $43,433 - $55,096	-265 Reduced 2.0%	13,018 $2.21 Million
Q1 2022 Apr 08, 2022	SELL	$191.52 - $225.32 $533,191 - $627,290	-2,784 Reduced 17.33%	13,283 $2.73 Million
Q4 2021 Feb 02, 2022	SELL	$212.12 - $242.56 $105,423 - $120,552	-497 Reduced 3.0%	16,067 $3.57 Million
Q3 2021 Oct 25, 2021	SELL	$211.73 - $231.39 $32,606 - $35,634	-154 Reduced 0.92%	16,564 $3.62 Million
Q2 2021 Jul 22, 2021	SELL	$211.85 - $232.89 $13,982 - $15,370	-66 Reduced 0.39%	16,718 $3.84 Million
Q1 2021 Apr 26, 2021	SELL	$193.5 - $234.42 $89,977 - $109,005	-465 Reduced 2.7%	16,784 $3.71 Million
Q4 2020 Jan 27, 2021	SELL	$152.18 - $199.14 $50,675 - $66,313	-333 Reduced 1.89%	17,249 $3.38 Million
Q3 2020 Oct 22, 2020	BUY	$139.07 - $158.46 $132,811 - $151,329	955 Added 5.74%	17,582 $2.63 Million
Q2 2020 Aug 10, 2020	BUY	$104.62 - $153.09 $10,462 - $15,309	100 Added 0.61%	16,627 $2.38 Million
Q1 2020 Apr 20, 2020	SELL	$99.9 - $169.53 $25,974 - $44,077	-260 Reduced 1.55%	16,527 $1.89 Million
Q4 2019 Jan 17, 2020	BUY	$146.46 - $166.68 $106,769 - $121,509	729 Added 4.54%	16,787 $2.78 Million
Q3 2019 Oct 16, 2019	SELL	$144.85 - $157.9 $116,893 - $127,425	-807 Reduced 4.79%	16,058 $2.43 Million
Q2 2019 Jul 22, 2019	SELL	$145.86 - $160.71 $88,391 - $97,390	-606 Reduced 3.47%	16,865 $2.62 Million
Q1 2019 May 14, 2019	SELL	$132.25 - $158.24 $338,427 - $404,936	-2,559 Reduced 12.78%	17,471 $2.68 Million
Q4 2018 Feb 13, 2019	BUY	$125.88 - $166.33 $28,323 - $37,424	225 Added 1.14%	20,030 $2.68 Million
Q3 2018 Nov 14, 2018	SELL	$164.2 - $173.02 $136,121 - $143,433	-829 Reduced 4.02%	19,805 $3.34 Million
Q2 2018 Aug 14, 2018	BUY	$148.13 - $169.97 $7,999 - $9,178	54 Added 0.26%	20,634 $3.38 Million
Q1 2018 May 15, 2018	BUY	$145.44 - $159.96 $180,200 - $198,190	1,239 Added 6.41%	20,580 $3.13 Million
Q4 2017 Feb 09, 2018	BUY	$145.63 - $154.3 $29,854 - $31,631	205 Added 1.07%	19,341 $2.95 Million
Q3 2017 Nov 14, 2017	BUY	$144.61 - $148.18 $43,816 - $44,898	303 Added 1.61%	19,136 $2.84 Million
Q2 2017 Aug 11, 2017	BUY	N/A	18,833	18,833 $2.65 Million

Others Institutions Holding IWM

# of Institutions

2,901

Shares Held

301M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Birch Hill Investment Advisors LLC Ishares Russell 2000 ETF Transaction History