Jessup Wealth Management, Inc Ishares Russell 2000 ETF Transaction History

Jessup Wealth Management, Inc

$235 Billion
Q4 2024

A detailed history of Jessup Wealth Management, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 11,950 shares of IWM stock, worth $2.6 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

11,950

Previous 39,447 69.71%

Holding current value

$2.6 Million

Previous $8.71 Billion 69.7%

% of portfolio

1.13%

Previous 4.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$216.13 - $242.4 $5.94 Million - $6.67 Million	-27,497 Reduced 69.71%	11,950 $2.64 Billion
Q3 2024 Oct 09, 2024	SELL	$200.87 - $224.6 $527,886 - $590,248	-2,628 Reduced 6.25%	39,447 $8.71 Billion
Q2 2024 Jul 26, 2024	SELL	$192.84 - $209.44 $134,409 - $145,979	-697 Reduced 1.63%	42,075 $8.54 Billion
Q1 2024 Apr 15, 2024	BUY	$189.48 - $210.3 $425,761 - $472,544	2,247 Added 5.54%	42,772 $8.99 Billion
Q4 2023 Jan 12, 2024	BUY	$162.21 - $204.82 $5.5 Million - $6.94 Million	33,895 Added 511.24%	40,525 $8.13 Billion
Q3 2023 Oct 24, 2023	SELL	$174.36 - $198.71 $263,981 - $300,846	-1,514 Reduced 18.59%	6,630 $1.17 Billion
Q2 2023 Jul 21, 2023	SELL	$170.4 - $187.93 $2.55 Million - $2.82 Million	-14,986 Reduced 64.79%	8,144 $1.53 Billion
Q1 2023 Apr 26, 2023	SELL	$170.25 - $198.32 $191,020 - $222,515	-1,122 Reduced 4.63%	23,130 $4.13 Billion
Q4 2022 Jan 30, 2023	BUY	$166.81 - $188.05 $4.05 Million - $4.56 Million	24,252 New	24,252 $4.23 Billion

Others Institutions Holding IWM

# of Institutions

2,930

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Jessup Wealth Management, Inc Ishares Russell 2000 ETF Transaction History