Baldrige Asset Management LLC Ishares Russell 2000 ETF Transaction History

Baldrige Asset Management LLC

  • $244 Million
  • Q1 2023

A detailed history of Baldrige Asset Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Baldrige Asset Management LLC holds 2,188 shares of IWM stock, worth $537,897. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,188
Previous 2,188 -0.0%
Holding current value
$537,897
Previous $382,000 2.09%
% of portfolio
0.16%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 13, 2023
BUY
$166.81 - $188.05 $333 - $376
2 Added 0.09%
2,188 $382,000
Q3 2022

Oct 13, 2022
SELL
$164.17 - $201.07 $2,790 - $3,418
-17 Reduced 0.77%
2,186 $361,000
Q1 2022

Apr 26, 2022
SELL
$191.52 - $225.32 $6,894 - $8,111
-36 Reduced 1.61%
2,203 $452,000
Q1 2021

Apr 14, 2021
SELL
$193.5 - $234.42 $14,319 - $17,347
-74 Reduced 3.2%
2,239 $495,000
Q3 2020

Nov 12, 2020
SELL
$139.07 - $158.46 $2,086 - $2,376
-15 Reduced 0.64%
2,313 $346,000
Q1 2020

Apr 14, 2020
SELL
$99.9 - $169.53 $15,284 - $25,938
-153 Reduced 6.17%
2,328 $266,000
Q4 2019

Feb 11, 2020
SELL
$146.46 - $166.68 $5,711 - $6,500
-39 Reduced 1.55%
2,481 $411,000
Q3 2019

Oct 23, 2019
SELL
$144.85 - $157.9 $6,518 - $7,105
-45 Reduced 1.75%
2,520 $381,000
Q2 2019

Jul 18, 2019
SELL
$145.86 - $160.71 $2,479 - $2,732
-17 Reduced 0.66%
2,565 $399,000
Q1 2019

May 16, 2019
BUY
$132.25 - $158.24 $341,469 - $408,575
2,582 New
2,582 $395,000

Others Institutions Holding IWM

# of Institutions
2,923
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
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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