A detailed history of Baker Ellis Asset Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Baker Ellis Asset Management LLC holds 1,716 shares of IWM stock, worth $380,814. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,716
Holding current value
$380,814
% of portfolio
0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$200.87 - $224.6 $344,692 - $385,413
1,716 New
1,716 $379,000
Q1 2020

May 12, 2020

SELL
$99.9 - $169.53 $75,724 - $128,503
-758 Closed
0 $0
Q4 2019

Feb 10, 2020

SELL
$146.46 - $166.68 $7,176 - $8,167
-49 Reduced 6.07%
758 $126,000
Q3 2017

Oct 18, 2017

BUY
$144.61 - $148.18 $116,700 - $119,581
807
807 $120,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Baker Ellis Asset Management LLC Portfolio

Follow Baker Ellis Asset Management 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 Baker Ellis Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Ellis Asset Management LLC with notifications on news.