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 13,804 shares of IWM stock, worth $3.06 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
13,804
Previous 13,503 2.23%
Holding current value
$3.06 Million
Previous $2.74 Million 11.32%
% of portfolio
0.15%
Previous 0.14%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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