Jfg Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Jfg Wealth Management, LLC

  • $435 Million
  • Q4 2024

A detailed history of Jfg Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 1,038 shares of IWM stock, worth $208,067. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,038
Previous 1,033 0.48%
Holding current value
$208,067
Previous $228,000 0.44%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$216.13 - $242.4 $1,080 - $1,212
5 Added 0.48%
1,038 $229,000
Q3 2024

Oct 30, 2024
BUY
$200.87 - $224.6 $207,498 - $232,011
1,033 New
1,033 $228,000
Q4 2022

Feb 01, 2023
BUY
$166.81 - $188.05 $191,497 - $215,881
1,148 New
1,148 $200,000
Q2 2021

Aug 12, 2021
SELL
$211.85 - $232.89 $793,801 - $872,638
-3,747 Closed
0 $0
Q4 2020

Feb 03, 2021
BUY
$152.18 - $199.14 $570,218 - $746,177
3,747 New
3,747 $734,000

Others Institutions Holding IWM

# of Institutions
2,957
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
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 Jfg Wealth Management, LLC Portfolio

Follow Jfg Wealth Management, LLC 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 Jfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email