Jackson Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$93.09 - $107.63 $13.5 Million - $15.7 Million	-145,411 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$98.24 - $107.61 $516,152 - $565,382	-5,254 Reduced 3.49%	145,411 $15.6 Million
Q3 2021 Dec 10, 2021	SELL	$97.33 - $103.96 $929,793 - $993,129	-9,553 Reduced 5.96%	150,665 $36,000
Q2 2021 Aug 03, 2021	BUY	$92.76 - $98.86 $14.9 Million - $15.8 Million	160,218 New	160,218 $15.8 Million
Q2 2020 Jul 27, 2020	SELL	$54.49 - $72.8 $354,566 - $473,709	-6,507 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$49.67 - $76.42 $13,510 - $20,786	-272 Reduced 4.01%	6,507 $430,000
Q4 2019 Feb 04, 2020	BUY	$65.12 - $72.96 $41,220 - $46,183	633 Added 10.3%	6,779 $500,000
Q3 2019 Nov 07, 2019	BUY	$64.37 - $68.57 $395,618 - $421,431	6,146 New	6,146 $410,000
Q2 2018 Aug 08, 2018	SELL	$59.06 - $64.29 $795,774 - $866,243	-13,474 Closed	0 $0
Q1 2018 May 03, 2018	SELL	$58.94 - $65.4 $216,722 - $240,475	-3,677 Reduced 21.44%	13,474 $815,000
Q3 2017 Nov 09, 2017	BUY	$57.1 - $57.63 $979,322 - $988,412	17,151	17,151 $1 Million

Others Institutions Holding ITOT

# of Institutions

1,379

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

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