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

Jackson Wealth Management, LLC

$639 Million
Q4 2024

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 2,789 shares of IWL stock, worth $381,144. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,789

Previous 3,032 8.01%

Holding current value

$381,144

Previous $425,000 5.18%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

7.65M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jackson Wealth Management, LLC with notifications on news.

Account

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