Jessup Wealth Management, Inc Ishares Russell 2000 ETF Transaction History

Jessup Wealth Management, Inc

$234 Billion
Q1 2024

A detailed history of Jessup Wealth Management, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 42,772 shares of IWM stock, worth $8.59 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares

42,772

Previous 40,525 5.54%

Holding current value

$8.59 Million

Previous $8.13 Billion 10.59%

% of portfolio

3.85%

Previous 4.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$189.48 - $210.3 $425,761 - $472,544	2,247 Added 5.54%	42,772 $8.99 Billion
Q4 2023 Jan 12, 2024	BUY	$162.21 - $204.82 $5.5 Million - $6.94 Million	33,895 Added 511.24%	40,525 $8.13 Billion
Q3 2023 Oct 24, 2023	SELL	$174.36 - $198.71 $263,981 - $300,846	-1,514 Reduced 18.59%	6,630 $1.17 Billion
Q2 2023 Jul 21, 2023	SELL	$170.4 - $187.93 $2.55 Million - $2.82 Million	-14,986 Reduced 64.79%	8,144 $1.53 Billion
Q1 2023 Apr 26, 2023	SELL	$170.25 - $198.32 $191,020 - $222,515	-1,122 Reduced 4.63%	23,130 $4.13 Billion

Q4 2022 Jan 30, 2023	BUY	$170.53 - $188.05 $4.14 Million - $4.56 Million	24,252 New	24,252 $4.23 Billion

Others Institutions Holding IWM

# of Institutions

2,582

Shares Held

306M

Call Options Held

239M

Put Options Held

413M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Jessup Wealth Management, Inc Ishares Russell 2000 ETF Transaction History