Jgp Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Jgp Wealth Management, LLC

  • $813 Million
  • Q2 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 1,257 shares of IWM stock, worth $277,243. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,257
Previous 1,295 2.93%
Holding current value
$277,243
Previous $259,000 4.63%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$174.82 - $215.79 $6,643 - $8,200
-38 Reduced 2.93%
1,257 $271,000
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
2,906
Shares Held
315M
Call Options Held
231M
Put Options Held
546M
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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