Jackson Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History

Jackson Wealth Management, LLC

$572 Million
Q1 2025

A detailed history of Jackson Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 2,713 shares of IWL stock, worth $370,243. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,713

Previous 2,789 2.72%

Holding current value

$370,243

Previous $403,000 7.69%

% of portfolio

0.07%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$135.83 - $151.73 $10,323 - $11,531	-76 Reduced 2.72%	2,713 $372,000
Q4 2024 Jan 27, 2025	SELL	$138.92 - $149.97 $33,757 - $36,442	-243 Reduced 8.01%	2,789 $403,000
Q3 2024 Oct 22, 2024	BUY	$126.32 - $140.44 $383,002 - $425,814	3,032 New	3,032 $425,000
Q1 2024 Jun 11, 2024	SELL	$113.2 - $127.12 $8,037 - $9,025	-71 Reduced 2.31%	3,007 $382,000
Q4 2023 Feb 14, 2024	BUY	$99.76 - $115.49 $7,282 - $8,430	73 Added 2.43%	3,078 $354,000
Q3 2023 Nov 14, 2023	BUY	$103.05 - $110.14 $7,831 - $8,370	76 Added 2.59%	3,005 $310,000
Q2 2023 Aug 02, 2023	BUY	$96.37 - $106.64 $282,267 - $312,348	2,929 New	2,929 $312,000
Q1 2022 May 05, 2022	SELL	$99.32 - $114.92 $2.4 Million - $2.78 Million	-24,214 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$102.63 - $114.76 $2.49 Million - $2.78 Million	24,214 New	24,214 $2.76 Million

Others Institutions Holding IWL

# of Institutions

200

Shares Held

7.77M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

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Jackson Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History