Jackson Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$196.94 - $224.49 $3.75 Million - $4.27 Million	19,043 New	19,043 $4.01 Million
Q3 2020 Oct 13, 2020	SELL	$172.79 - $199.44 $3.31 Million - $3.82 Million	-19,160 Closed	0 $0
Q2 2020 Jul 27, 2020	BUY	$135.3 - $179.75 $1.32 Million - $1.75 Million	9,727 Added 103.12%	19,160 $3.29 Million
Q1 2020 May 13, 2020	SELL	$122.99 - $188.06 $2.11 Million - $3.23 Million	-17,161 Reduced 64.53%	9,433 $1.53 Million
Q4 2019 Feb 04, 2020	SELL	$159.7 - $178.97 $88,473 - $99,149	-554 Reduced 2.04%	26,594 $4.85 Million
Q3 2019 Nov 07, 2019	SELL	$163.68 - $167.08 $119,159 - $121,634	-728 Reduced 2.61%	27,148 $4.41 Million
Q2 2019 Jul 12, 2019	SELL	N/A	-489 Reduced 1.72%	27,876 $4.62 Million
Q1 2019 May 09, 2019	SELL	N/A	-755 Reduced 2.59%	28,365 $4.46 Million
Q4 2018 Jan 24, 2019	SELL	N/A	-9,094 Reduced 23.8%	29,120 $3.94 Million
Q3 2018 Nov 14, 2018	BUY	N/A	745 Added 1.99%	38,214 $6.18 Million
Q2 2018 Aug 08, 2018	SELL	N/A	-7,510 Reduced 16.7%	37,469 $5.93 Million
Q1 2018 May 03, 2018	SELL	N/A	-6,565 Reduced 12.74%	44,979 $6.61 Million
Q4 2017 Feb 05, 2018	SELL	N/A	-64,308 Reduced 55.51%	51,544 $7.88 Million
Q3 2017 Nov 09, 2017	BUY	N/A	3,024 Added 2.68%	115,852 $16.4 Million
Q2 2017 Aug 10, 2017	BUY	N/A	112,828	112,828 $15.5 Million

Others Institutions Holding IWB

# of Institutions

1,372

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

About ISHARES TR RUSSELL 1000 ETF

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