A detailed history of Bank Julius Baer & Co. Ltd, Zurich transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bank Julius Baer & Co. Ltd, Zurich holds 3,355 shares of IWM stock, worth $744,541. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,355
Previous 1,944 72.58%
Holding current value
$744,541
Previous $394,000 88.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$200.87 - $224.6 $283,427 - $316,910
1,411 Added 72.58%
3,355 $741,000
Q2 2024

Aug 14, 2024

SELL
$192.84 - $209.44 $42,617 - $46,286
-221 Reduced 10.21%
1,944 $394,000
Q1 2024

May 14, 2024

SELL
$189.48 - $210.3 $104,214 - $115,665
-550 Reduced 20.26%
2,165 $455,000
Q4 2023

May 16, 2024

BUY
$162.21 - $204.82 $89,215 - $112,651
550 Added 25.4%
2,715 $544,000
Q4 2023

Feb 02, 2024

SELL
$162.21 - $204.82 $300,412 - $379,326
-1,852 Reduced 40.55%
2,715 $545,000
Q3 2023

Nov 13, 2023

BUY
$174.36 - $198.71 $131,293 - $149,628
753 Added 19.74%
4,567 $807,000
Q2 2023

Jul 24, 2023

BUY
$170.4 - $187.93 $649,905 - $716,765
3,814 New
3,814 $714,000
Q1 2023

May 11, 2023

BUY
$170.25 - $198.32 $466,485 - $543,396
2,740 Added 223.49%
3,966 $707,000
Q4 2022

Jan 24, 2023

SELL
$166.81 - $188.05 $574,160 - $647,268
-3,442 Reduced 73.74%
1,226 $214,000
Q3 2022

Nov 04, 2022

BUY
$164.17 - $201.07 $32,177 - $39,409
196 Added 4.38%
4,668 $770,000
Q2 2022

Jul 22, 2022

BUY
$163.9 - $207.91 $115,057 - $145,952
702 Added 18.62%
4,472 $757,000
Q1 2022

May 09, 2022

SELL
$191.52 - $225.32 $61.1 Million - $71.9 Million
-318,901 Reduced 98.83%
3,770 $774,000
Q4 2021

Feb 15, 2022

SELL
$212.12 - $242.56 $31.4 Million - $35.9 Million
-147,988 Reduced 31.44%
322,671 $71.8 Million
Q3 2021

Nov 12, 2021

BUY
$211.73 - $231.39 $15.3 Million - $16.7 Million
72,159 Added 18.11%
470,659 $103 Million
Q2 2021

Jul 23, 2021

BUY
$211.85 - $232.89 $15.6 Million - $17.2 Million
73,731 Added 22.7%
398,500 $91.4 Million
Q1 2021

May 10, 2021

BUY
$193.5 - $234.42 $7.71 Million - $9.34 Million
39,841 Added 13.98%
324,769 $71.8 Million
Q4 2020

Feb 24, 2021

SELL
$152.18 - $199.14 $7.15 Million - $9.36 Million
-46,993 Reduced 14.16%
284,928 $55.9 Million
Q4 2020

Feb 12, 2021

BUY
$152.18 - $199.14 $49.6 Million - $64.9 Million
325,671 Added 5210.74%
331,921 $55.9 Million
Q3 2020

Nov 10, 2020

BUY
$139.07 - $158.46 $455,871 - $519,431
3,278 Added 110.3%
6,250 $936,000
Q2 2020

Aug 12, 2020

SELL
$104.62 - $153.09 $378,515 - $553,879
-3,618 Reduced 54.9%
2,972 $426,000
Q1 2020

May 13, 2020

BUY
$99.9 - $169.53 $658,341 - $1.12 Million
6,590 New
6,590 $749,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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