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

Birch Hill Investment Advisors LLC

$2.32 Billion
Q3 2025

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 4,323 shares of IVE stock, worth $906,144. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,323

Previous 4,365 0.96%

Holding current value

$906,144

Previous $853,000 4.57%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$194.44 - $206.51 $8,166 - $8,673	-42 Reduced 0.96%	4,323 $892,000
Q2 2025 Jul 30, 2025	SELL	$168.34 - $195.42 $3,366 - $3,908	-20 Reduced 0.46%	4,365 $853,000
Q1 2025 Apr 18, 2025	BUY	$185.78 - $198.58 $120,942 - $129,275	651 Added 17.43%	4,385 $835,000
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

1,766

Shares Held

168M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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