Baron Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Baron Wealth Management LLC

  • $302 Billion
  • Q3 2025

A detailed history of Baron Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Baron Wealth Management LLC holds 3,269 shares of IWM stock, worth $776,322. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,269
Previous 3,260 0.28%
Holding current value
$776,322
Previous $704 Million 12.41%
% of portfolio
0.26%
Previous 0.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$214.92 - $244.84 $1,934 - $2,203
9 Added 0.28%
3,269 $791 Million
Q2 2025

Jul 09, 2025
BUY
$174.82 - $215.79 $1,048 - $1,294
6 Added 0.18%
3,260 $704 Million
Q1 2025

May 14, 2025
BUY
$198.1 - $229.79 $1,188 - $1,378
6 Added 0.18%
3,254 $649 Million
Q4 2024

Jan 23, 2025
BUY
$216.13 - $242.4 $1,945 - $2,181
9 Added 0.28%
3,248 $718 Million
Q3 2024

Nov 07, 2024
BUY
$200.87 - $224.6 $2,008 - $2,246
10 Added 0.31%
3,239 $715 Million
Q2 2024

Aug 13, 2024
BUY
$192.84 - $209.44 $1,542 - $1,675
8 Added 0.25%
3,229 $655 Million
Q1 2024

May 08, 2024
SELL
$189.48 - $210.3 $58,928 - $65,403
-311 Reduced 8.81%
3,221 $677 Million
Q4 2023

Jan 04, 2024
BUY
$162.21 - $204.82 $42,499 - $53,662
262 Added 8.01%
3,532 $709 Million
Q2 2023

Aug 08, 2023
BUY
$170.4 - $187.93 $511 - $563
3 Added 0.09%
3,270 $612 Million
Q1 2023

May 10, 2023
BUY
$170.25 - $198.32 $681 - $793
4 Added 0.12%
3,267 $583,000
Q4 2022

Jun 06, 2023
SELL
$166.81 - $188.05 $667 - $752
-4 Reduced 0.12%
3,263 $569 Million
Q4 2022

Apr 04, 2023
BUY
$166.81 - $188.05 $544,301 - $613,607
3,263 New
3,263 $568,000

Others Institutions Holding IWM

# of Institutions
3,025
Shares Held
284M
Call Options Held
216M
Put Options Held
517M
View Full List

About ISHARES RUSSELL 2000 ETF

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