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

Jackson, Grant Investment Advisers, Inc.

  • $269 Million
  • Q2 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 9,063 shares of IWM stock, worth $2 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
9,063
Previous 9,034 0.32%
Holding current value
$2 Million
Previous $1.8 Million 8.49%
% of portfolio
0.73%
Previous 0.7%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$174.82 - $215.79 $5,069 - $6,257
29 Added 0.32%
9,063 $1.96 Million
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
2,906
Shares Held
315M
Call Options Held
233M
Put Options Held
547M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Jackson, Grant Investment Advisers, Inc. Portfolio

Follow Jackson, Grant Investment Advisers, Inc. 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 Jackson, Grant Investment Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jackson, Grant Investment Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email