Birch Hill Investment Advisors LLC Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Birch Hill Investment Advisors LLC holds 650 shares of IWV stock, worth $219,739. This represents 0.01% of its overall portfolio holdings.

Number of Shares
650
Previous 650 -0.0%
Holding current value
$219,739
Previous $217,000 5.53%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$283.16 - $309.9 $184,054 - $201,434
650 New
650 $200,000
Q2 2022

Jul 13, 2022
SELL
$210.65 - $265.31 $358,105 - $451,027
-1,700 Closed
0 $0
Q1 2022

Apr 08, 2022
SELL
$242.02 - $279.09 $12,101 - $13,954
-50 Reduced 2.86%
1,700 $446,000
Q4 2021

Feb 02, 2022
SELL
$254.66 - $279.11 $12,733 - $13,955
-50 Reduced 2.78%
1,750 $486,000
Q4 2020

Jan 27, 2021
SELL
$191.94 - $223.55 $3,454 - $4,023
-18 Reduced 0.99%
1,800 $402,000
Q2 2020

Aug 10, 2020
SELL
$141.33 - $188.81 $21,199 - $28,321
-150 Reduced 7.62%
1,818 $327,000
Q1 2020

Apr 20, 2020
SELL
$128.35 - $198.13 $6,417 - $9,906
-50 Reduced 2.48%
1,968 $292,000
Q3 2019

Oct 16, 2019
SELL
$172.91 - $176.69 $13,659 - $13,958
-79 Reduced 3.77%
2,018 $351,000
Q2 2019

Jul 22, 2019
SELL
N/A
-203 Reduced 8.83%
2,097 $361,000
Q3 2018

Nov 14, 2018
SELL
N/A
-15 Reduced 0.65%
2,300 $396,000
Q2 2018

Aug 14, 2018
SELL
N/A
-266 Reduced 10.31%
2,315 $376,000
Q1 2018

May 15, 2018
BUY
N/A
15 Added 0.58%
2,581 $404,000
Q4 2017

Feb 09, 2018
SELL
N/A
-60 Reduced 2.28%
2,566 $406,000
Q3 2017

Nov 14, 2017
SELL
N/A
-130 Reduced 4.72%
2,626 $392,000
Q2 2017

Aug 11, 2017
BUY
N/A
2,756
2,756 $397,000

Others Institutions Holding IWV

# of Institutions
902
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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