A detailed history of Glass Jacobson Investment Advisors LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 856 shares of IWL stock, worth $122,990. This represents 0.04% of its overall portfolio holdings.

Number of Shares
856
Previous 1,001 14.49%
Holding current value
$122,990
Previous $134 Million 10.3%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 15, 2024

SELL
$126.32 - $140.44 $18,316 - $20,363
-145 Reduced 14.49%
856 $120 Million
Q2 2024

Aug 12, 2024

SELL
$120.51 - $134.58 $6,748 - $7,536
-56 Reduced 5.3%
1,001 $134 Million
Q1 2024

Apr 26, 2024

BUY
$113.2 - $127.12 $91,126 - $102,331
805 Added 319.44%
1,057 $134 Million
Q4 2023

Jan 22, 2024

SELL
$99.76 - $115.49 $187,249 - $216,774
-1,877 Reduced 88.16%
252 $29 Million
Q3 2023

Nov 07, 2023

SELL
$103.05 - $110.14 $36,273 - $38,769
-352 Reduced 14.19%
2,129 $220 Million
Q2 2023

Jul 25, 2023

SELL
$96.37 - $106.64 $203,244 - $224,903
-2,109 Reduced 45.95%
2,481 $265 Million
Q4 2022

Feb 06, 2023

BUY
$84.55 - $96.02 $388,084 - $440,731
4,590 New
4,590 $413 Million

Others Institutions Holding IWL

About ISHARES TR RUSSELL 200 ETF


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

Track Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.