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 3,032 shares of IWL stock, worth $442,672. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,032
Holding current value
$442,672
% of portfolio
0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR RUSSELL 200 ETF


  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
Track This Portfolio

Track Jackson Wealth Management, LLC Portfolio

Follow Jackson Wealth Management, LLC 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 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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