Jackson Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Jackson Wealth Management, LLC

  • $340 Million
  • Q2 2024

A detailed history of Jackson Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 2,801 shares of IWV stock, worth $864,584. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,801
Previous 2,801 -0.0%
Holding current value
$864,584
Previous $840,000 2.86%
% of portfolio
0.25%
Previous 0.16%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
N/A
2,801 New
2,801 $580,000
Q2 2022

Aug 01, 2022
SELL
N/A
-2,801 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
N/A
2,801 New
2,801 $777,000
Q3 2021

Dec 10, 2021
SELL
N/A
-2,801 Closed
0 $0
Q3 2020

Oct 13, 2020
SELL
N/A
-42 Reduced 1.48%
2,801 $548,000
Q2 2020

Jul 27, 2020
SELL
N/A
-1,742 Reduced 37.99%
2,843 $512,000
Q1 2020

May 13, 2020
SELL
N/A
-17,834 Reduced 79.55%
4,585 $780,000
Q4 2019

Feb 04, 2020
SELL
N/A
-536 Reduced 2.34%
22,419 $4.31 Million
Q3 2019

Nov 07, 2019
SELL
N/A
-344 Reduced 1.48%
22,955 $3.94 Million
Q2 2019

Jul 12, 2019
SELL
N/A
-2,891 Reduced 11.04%
23,299 $4.09 Million
Q1 2019

May 09, 2019
BUY
N/A
2,245 Added 9.38%
26,190 $4.37 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-25,578 Reduced 51.65%
23,945 $3.44 Million
Q3 2018

Nov 14, 2018
BUY
N/A
3,986 Added 8.75%
49,523 $8.53 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-4,718 Reduced 9.39%
45,537 $7.68 Million
Q1 2018

May 03, 2018
SELL
N/A
-4,060 Reduced 7.47%
50,255 $7.86 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-54,612 Reduced 50.14%
54,315 $8.82 Million
Q3 2017

Nov 09, 2017
BUY
N/A
1,486 Added 1.38%
108,927 $16.5 Million
Q2 2017

Aug 10, 2017
BUY
N/A
107,441
107,441 $15.7 Million

Others Institutions Holding IWV

# of Institutions
803
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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