A detailed history of Birch Hill Investment Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Birch Hill Investment Advisors LLC holds 14,048 shares of IWR stock, worth $1.34 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,048
Previous 14,048 -0.0%
Holding current value
$1.34 Million
Previous $1.14 Million 8.69%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$75.37 - $84.09 $233,044 - $260,006
3,092 Added 28.22%
14,048 $1.18 Million
Q4 2023

Jan 29, 2024

BUY
$64.84 - $78.27 $9,726 - $11,740
150 Added 1.39%
10,956 $851,000
Q2 2023

Jul 20, 2023

BUY
$67.49 - $73.03 $59,391 - $64,266
880 Added 8.87%
10,806 $789,000
Q1 2023

Apr 14, 2023

SELL
$66.27 - $75.04 $67,595 - $76,540
-1,020 Reduced 9.32%
9,926 $694,000
Q3 2021

Oct 25, 2021

BUY
$76.44 - $82.59 $601,277 - $649,652
7,866 Added 255.39%
10,946 $856,000
Q4 2020

Jan 27, 2021

BUY
$57.75 - $68.61 $177,870 - $211,318
3,080 New
3,080 $211,000
Q4 2019

Jan 17, 2020

SELL
$54.12 - $59.69 $201,975 - $222,763
-3,732 Closed
0 $0
Q3 2019

Oct 16, 2019

BUY
$53.6 - $57.42 $6,003 - $6,431
112 Added 3.09%
3,732 $209,000
Q2 2019

Jul 22, 2019

SELL
$52.53 - $56.11 $19,961 - $21,321
-380 Reduced 9.5%
3,620 $202,000
Q1 2019

May 14, 2019

BUY
$45.53 - $54.18 $182,120 - $216,720
4,000 New
4,000 $216,000
Q4 2018

Feb 13, 2019

SELL
$43.7 - $54.95 $43,700 - $54,950
-1,000 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$50.43 - $54.42 $756 - $816
15 Added 1.52%
1,000 $212,000
Q4 2017

Feb 09, 2018

BUY
$49.53 - $52.32 $48,787 - $51,535
985
985 $205,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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