Beaton Management Co. Inc. Ishares Russell 2000 ETF Transaction History

Beaton Management Co. Inc.

$220 Million
Q3 2025

A detailed history of Beaton Management Co. Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Beaton Management Co. Inc. holds 2,445 shares of IWM stock, worth $580,638. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,445

Previous 2,445 -0.0%

Holding current value

$580,638

Previous $528,000 12.12%

% of portfolio

0.27%

Previous 0.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$200.87 - $224.6 $79,343 - $88,717	395 Added 19.27%	2,445 $540,000
Q1 2024 May 10, 2024	BUY	$189.48 - $210.3 $23,685 - $26,287	125 Added 6.49%	2,050 $431,000
Q4 2023 Feb 09, 2024	BUY	$162.21 - $204.82 $8,110 - $10,241	50 Added 2.67%	1,925 $386,000
Q3 2023 Nov 03, 2023	BUY	$174.36 - $198.71 $8,718 - $9,935	50 Added 2.74%	1,875 $331,000
Q1 2022 May 13, 2022	SELL	$191.52 - $225.32 $57,456 - $67,596	-300 Reduced 14.12%	1,825 $375,000

Q3 2021 Nov 08, 2021	SELL	$211.73 - $231.39 $21,173 - $23,139	-100 Reduced 4.49%	2,125 $465,000
Q4 2020 Feb 17, 2021	BUY	$152.18 - $199.14 $3,804 - $4,978	25 Added 1.14%	2,225 $436,000
Q3 2019 Nov 15, 2019	BUY	$144.85 - $157.9 $39,833 - $43,422	275 Added 14.29%	2,200 $333,000
Q2 2019 Aug 15, 2019	BUY	$145.86 - $160.71 $14,586 - $16,071	100 Added 5.48%	1,925 $299,000
Q4 2018 Feb 14, 2019	SELL	$125.88 - $166.33 $25,176 - $33,266	-200 Reduced 9.88%	1,825 $244,000
Q3 2018 Nov 16, 2018	SELL	$164.2 - $173.02 $8,210 - $8,651	-50 Reduced 2.41%	2,025 $341,000
Q1 2018 May 15, 2018	BUY	$145.44 - $159.96 $7,272 - $7,998	50 Added 2.47%	2,075 $315,000
Q2 2017 Aug 17, 2017	BUY	N/A	2,025	2,025 $285,000

Others Institutions Holding IWM

# of Institutions

3,029

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaton Management Co. Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beaton Management Co. Inc. with notifications on news.

Account

Beaton Management Co. Inc. Ishares Russell 2000 ETF Transaction History