Jfg Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Jfg Wealth Management, LLC

$435 Million
Q4 2024

A detailed history of Jfg Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 9,823 shares of IWB stock, worth $3.24 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

9,823

Previous 9,799 0.24%

Holding current value

$3.24 Million

Previous $3.08 Million 2.73%

% of portfolio

0.73%

Previous 0.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$311.11 - $335.64 $7,466 - $8,055	24 Added 0.24%	9,823 $3.16 Million
Q3 2024 Oct 30, 2024	BUY	$283.28 - $314.39 $7,365 - $8,174	26 Added 0.27%	9,799 $3.08 Million
Q2 2024 Aug 01, 2024	BUY	$272.21 - $298.72 $534,348 - $586,387	1,963 Added 25.13%	9,773 $2.91 Million
Q1 2024 May 10, 2024	BUY	$257.46 - $288.1 $24,973 - $27,945	97 Added 1.26%	7,810 $2.25 Million
Q4 2023 Feb 06, 2024	BUY	$225.16 - $263.17 $13,959 - $16,316	62 Added 0.81%	7,713 $2.02 Million
Q2 2023 Jul 31, 2023	BUY	$221.85 - $243.74 $4,437 - $4,874	20 Added 0.26%	7,651 $1.86 Million
Q1 2023 May 09, 2023	SELL	$208.78 - $230.55 $70,358 - $77,695	-337 Reduced 4.23%	7,631 $1.72 Million
Q4 2022 Feb 01, 2023	BUY	$196.94 - $224.49 $1.57 Million - $1.79 Million	7,968 New	7,968 $1.68 Million

Others Institutions Holding IWB

# of Institutions

1,465

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Jfg Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History