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

Birch Hill Investment Advisors LLC

  • $2.07 Billion
  • Q4 2024

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 3,734 shares of IVE stock, worth $735,187. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,734
Previous 3,813 2.07%
Holding current value
$735,187
Previous $751,000 5.19%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,665
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
View Full List

About ISHARES S&P 500 VALUE ETF

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