Jacksonville Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Jacksonville Wealth Management, LLC

  • $102 Billion
  • Q1 2025

A detailed history of Jacksonville Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jacksonville Wealth Management, LLC holds 17,925 shares of IWM stock, worth $3.64 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares
17,925
Previous 17,218 4.11%
Holding current value
$3.64 Million
Previous $3.8 Billion 6.01%
% of portfolio
3.52%
Previous 3.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$198.1 - $229.79 $140,056 - $162,461
707 Added 4.11%
17,925 $3.58 Billion
Q4 2024

Jan 21, 2025
BUY
$216.13 - $242.4 $3.72 Million - $4.17 Million
17,218 New
17,218 $3.8 Billion

Others Institutions Holding IWM

# of Institutions
2,854
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

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