Baron Silver Stevens Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Baron Silver Stevens Financial Advisors, LLC

  • $587 Million
  • Q4 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 1,123 shares of IWM stock, worth $241,905. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,123
Previous 1,151 2.43%
Holding current value
$241,905
Previous $254,000 2.36%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$216.13 - $242.4 $6,051 - $6,787
-28 Reduced 2.43%
1,123 $248,000
Q4 2023

Feb 07, 2024
SELL
$162.21 - $204.82 $29,684 - $37,482
-183 Reduced 13.72%
1,151 $231,000
Q2 2023

Jul 24, 2023
BUY
$170.4 - $187.93 $17,210 - $18,980
101 Added 8.19%
1,334 $249,000
Q1 2023

Apr 18, 2023
SELL
$170.25 - $198.32 $38,987 - $45,415
-229 Reduced 15.66%
1,233 $219,000
Q4 2022

Jan 30, 2023
BUY
$166.81 - $188.05 $243,876 - $274,929
1,462 New
1,462 $254,000
Q2 2022

Jul 26, 2022
BUY
$163.9 - $207.91 $10,325 - $13,098
63 Added 3.38%
1,925 $326,000
Q1 2022

May 03, 2022
BUY
$191.52 - $225.32 $72,203 - $84,945
377 Added 25.39%
1,862 $382,000
Q2 2021

Jul 27, 2021
BUY
$211.85 - $232.89 $314,597 - $345,841
1,485 New
1,485 $340,000
Q1 2021

Apr 27, 2021
SELL
$193.5 - $234.42 $282,316 - $342,018
-1,459 Closed
0 $0
Q4 2020

Mar 19, 2021
BUY
$152.18 - $199.14 $222,030 - $290,545
1,459 New
1,459 $286,000

Others Institutions Holding IWM

# of Institutions
2,933
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Baron Silver Stevens Financial Advisors, LLC Portfolio

Follow Baron Silver Stevens Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Silver Stevens Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email