Jackson, Grant Investment Advisers, Inc. Ishares Russell 2000 ETF Transaction History

Jackson, Grant Investment Advisers, Inc.

$256 Million
Q1 2025

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 9,034 shares of IWM stock, worth $1.89 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

9,034

Previous 10,269 12.03%

Holding current value

$1.89 Million

Previous $2.27 Million 20.58%

% of portfolio

0.7%

Previous 0.88%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$198.1 - $229.79 $244,653 - $283,790	-1,235 Reduced 12.03%	9,034 $1.8 Million
Q4 2024 Jan 27, 2025	BUY	$216.13 - $242.4 $11,238 - $12,604	52 Added 0.51%	10,269 $2.27 Million
Q3 2024 Oct 17, 2024	BUY	$200.87 - $224.6 $16,270 - $18,192	81 Added 0.8%	10,217 $2.26 Million
Q2 2024 Jul 16, 2024	BUY	$192.84 - $209.44 $160,250 - $174,044	831 Added 8.93%	10,136 $2.06 Million
Q1 2024 May 08, 2024	BUY	$189.48 - $210.3 $7,579 - $8,412	40 Added 0.43%	9,305 $1.96 Million
Q4 2023 Feb 01, 2024	BUY	$162.21 - $204.82 $9,570 - $12,084	59 Added 0.64%	9,265 $1.86 Million
Q3 2023 Oct 13, 2023	SELL	$174.36 - $198.71 $11,333 - $12,916	-65 Reduced 0.7%	9,206 $1.63 Million
Q2 2023 Aug 01, 2023	BUY	$170.4 - $187.93 $68,671 - $75,735	403 Added 4.54%	9,271 $1.74 Million
Q1 2023 May 02, 2023	BUY	$170.25 - $198.32 $151,182 - $176,108	888 Added 11.13%	8,868 $1.58 Million
Q4 2022 Jan 26, 2023	BUY	$166.81 - $188.05 $3,669 - $4,137	22 Added 0.28%	7,980 $0
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $14,282 - $17,493	87 Added 1.11%	7,958 $1.31 Million
Q2 2022 Aug 04, 2022	SELL	$163.9 - $207.91 $36,385 - $46,156	-222 Reduced 2.74%	7,871 $1.33 Million
Q1 2022 Apr 28, 2022	BUY	$191.52 - $225.32 $27,770 - $32,671	145 Added 1.82%	8,093 $1.66 Million
Q4 2021 Jan 24, 2022	BUY	$212.12 - $242.56 $96,302 - $110,122	454 Added 6.06%	7,948 $1.77 Million
Q3 2021 Oct 13, 2021	BUY	$211.73 - $231.39 $6,140 - $6,710	29 Added 0.39%	7,494 $1.64 Million
Q2 2021 Jul 15, 2021	BUY	$211.85 - $232.89 $31,989 - $35,166	151 Added 2.06%	7,465 $1.71 Million
Q1 2021 Apr 22, 2021	BUY	$193.5 - $234.42 $85,140 - $103,144	440 Added 6.4%	7,314 $1.62 Million
Q4 2020 Mar 03, 2021	BUY	$152.18 - $199.14 $9,891 - $12,944	65 Added 0.95%	6,874 $1.35 Million
Q3 2020 Nov 12, 2020	BUY	$139.07 - $158.46 $58,131 - $66,236	418 Added 6.54%	6,809 $1.02 Million
Q2 2020 Aug 14, 2020	SELL	$104.62 - $153.09 $24,167 - $35,363	-231 Reduced 3.49%	6,391 $915,000
Q1 2020 May 12, 2020	SELL	$99.9 - $169.53 $18,681 - $31,702	-187 Reduced 2.75%	6,622 $758,000
Q4 2019 Feb 05, 2020	BUY	$146.46 - $166.68 $53,311 - $60,671	364 Added 5.65%	6,809 $1.13 Million
Q3 2019 Nov 20, 2019	SELL	$144.85 - $157.9 $724 - $789	-5 Reduced 0.08%	6,445 $975,000
Q2 2019 Aug 13, 2019	BUY	$145.86 - $160.71 $33,256 - $36,641	228 Added 3.66%	6,450 $1 Million
Q1 2019 May 07, 2019	SELL	$132.25 - $158.24 $50,651 - $60,605	-383 Reduced 5.8%	6,222 $952,000
Q4 2018 Jan 23, 2019	SELL	$125.88 - $166.33 $21,903 - $28,941	-174 Reduced 2.57%	6,605 $884,000
Q3 2018 Nov 15, 2018	BUY	$164.2 - $173.02 $53,036 - $55,885	323 Added 5.0%	6,779 $1.14 Million
Q2 2018 Aug 02, 2018	BUY	$148.13 - $169.97 $157,017 - $180,168	1,060 Added 19.64%	6,456 $1.06 Million
Q1 2018 May 14, 2018	BUY	$145.44 - $159.96 $19,052 - $20,954	131 Added 2.49%	5,396 $819,000
Q4 2017 Feb 01, 2018	BUY	$145.63 - $154.3 $76,018 - $80,544	522 Added 11.01%	5,265 $803,000
Q3 2017 Nov 14, 2017	BUY	$144.61 - $148.18 $39,189 - $40,156	271 Added 6.06%	4,743 $703,000
Q2 2017 Aug 10, 2017	BUY	N/A	4,472	4,472 $630,000

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Jackson, Grant Investment Advisers, Inc. Ishares Russell 2000 ETF Transaction History