Jessup Wealth Management, Inc Ishares Russell 2000 ETF Transaction History

Jessup Wealth Management, Inc

  • $218 Billion
  • Q3 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 39,447 shares of IWM stock, worth $9.09 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares
39,447
Previous 42,075 6.25%
Holding current value
$9.09 Million
Previous $8.54 Billion 2.07%
% of portfolio
4.0%
Previous 3.64%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$200.87 - $224.6 $527,886 - $590,248
-2,628 Reduced 6.25%
39,447 $8.71 Billion
Q2 2024

Jul 26, 2024
SELL
$192.84 - $209.44 $134,409 - $145,979
-697 Reduced 1.63%
42,075 $8.54 Billion
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
$166.81 - $188.05 $4.05 Million - $4.56 Million
24,252 New
24,252 $4.23 Billion

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Jessup Wealth Management, Inc Portfolio

Follow Jessup Wealth Management, Inc 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 Jessup Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Jessup Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email