Jgp Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Jgp Wealth Management, LLC

  • $750 Million
  • Q1 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 1,295 shares of IWM stock, worth $270,693. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,295
Previous 1,295 -0.0%
Holding current value
$270,693
Previous $286,000 9.44%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 20, 2022
SELL
$191.52 - $225.32 $23,940 - $28,165
-125 Reduced 8.8%
1,295 $256,000
Q4 2021

Jan 18, 2022
BUY
$212.12 - $242.56 $26,515 - $30,320
125 Added 9.65%
1,420 $309,000
Q3 2020

Oct 13, 2020
BUY
$139.07 - $158.46 $180,095 - $205,205
1,295 New
1,295 $207,000

Others Institutions Holding IWM

# of Institutions
2,860
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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