Birch Hill Investment Advisors LLC Ishares Russell Mid Cap 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 Russell Mid Cap ETF stock. As of the latest transaction made, Birch Hill Investment Advisors LLC holds 10,876 shares of IWR stock, worth $973,402. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,876

Previous 14,048 22.58%

Holding current value

$973,402

Previous $1.24 Million 22.37%

% of portfolio

0.05%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$87.25 - $95.52 $276,757 - $302,989	-3,172 Reduced 22.58%	10,876 $961,000
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

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Birch Hill Investment Advisors LLC Ishares Russell Mid Cap ETF Transaction History