Jones Financial Companies Lllp Ishares Russell Mid Cap Growth Transaction History

Jones Financial Companies Lllp

  • $131 Billion
  • Q2 2025

A detailed history of Jones Financial Companies Lllp transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Jones Financial Companies Lllp holds 5,231,840 shares of IWP stock, worth $751 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
5,231,840
Previous 4,861,523 7.62%
Holding current value
$751 Million
Previous $571 Million 27.03%
% of portfolio
0.55%
Previous 0.51%

Shares

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

Aug 13, 2025
BUY
$104.34 - $138.68 $38.6 Million - $51.4 Million
370,317 Added 7.62%
5,231,840 $726 Million
Q1 2025

May 28, 2025
BUY
$114.9 - $139.6 $17.7 Million - $21.6 Million
154,469 Added 3.28%
4,861,523 $571 Million
Q1 2025

May 16, 2025
BUY
$114.9 - $139.6 $19.5 Million - $23.7 Million
169,416 Added 3.73%
4,707,054 $553 Million
Q4 2024

Feb 05, 2025
BUY
$116.4 - $138.52 $15.5 Million - $18.5 Million
133,265 Added 3.03%
4,537,638 $575 Million
Q3 2024

Nov 12, 2024
BUY
$103.87 - $117.59 $20.2 Million - $22.9 Million
194,885 Added 4.63%
4,404,373 $517 Million
Q2 2024

Aug 14, 2024
BUY
$105.7 - $113.43 $21.1 Million - $22.6 Million
199,440 Added 4.97%
4,209,488 $465 Million
Q1 2024

May 14, 2024
BUY
$100.66 - $114.14 $9.23 Million - $10.5 Million
91,723 Added 2.34%
4,010,048 $458 Million
Q4 2023

Feb 13, 2024
BUY
$85.66 - $105.12 $7.91 Million - $9.71 Million
92,345 Added 2.41%
3,918,325 $409 Million
Q3 2023

Nov 14, 2023
BUY
$89.97 - $100.32 $7.12 Million - $7.94 Million
79,176 Added 2.11%
3,825,980 $350 Million
Q2 2023

Aug 09, 2023
BUY
$87.72 - $96.63 $6.95 Million - $7.65 Million
79,219 Added 2.16%
3,746,804 $362 Million
Q1 2023

May 11, 2023
BUY
$82.89 - $94.68 $3.62 Million - $4.14 Million
43,728 Added 1.21%
3,667,585 $334 Million
Q4 2022

Feb 13, 2023
BUY
$77.4 - $89.88 $8.87 Million - $10.3 Million
114,632 Added 3.27%
3,623,857 $303 Million
Q3 2022

Nov 03, 2022
BUY
$78.02 - $94.38 $6.44 Million - $7.79 Million
82,586 Added 2.41%
3,509,225 $275 Million
Q2 2022

Aug 08, 2022
BUY
$75.41 - $102.47 $16.8 Million - $22.8 Million
222,913 Added 6.96%
3,426,639 $284 Million
Q1 2022

May 02, 2022
BUY
$89.52 - $114.03 $13.1 Million - $16.7 Million
146,598 Added 4.8%
3,203,726 $319 Million
Q4 2021

Feb 11, 2022
BUY
$109.8 - $123.28 $6.77 Million - $7.6 Million
61,617 Added 2.06%
3,057,128 $352 Million
Q3 2021

Nov 12, 2021
BUY
$109.39 - $119.47 $1.45 Million - $1.58 Million
13,234 Added 0.44%
2,995,511 $353 Million
Q2 2021

Aug 12, 2021
BUY
$99.98 - $113.73 $7.36 Million - $8.37 Million
73,575 Added 2.53%
2,982,277 $337 Million
Q1 2021

Apr 30, 2021
SELL
$96.94 - $112.05 $9 Million - $10.4 Million
-92,889 Reduced 3.09%
2,908,702 $295 Million
Q4 2020

Feb 08, 2021
BUY
$86.54 - $104.78 $125 Million - $151 Million
1,445,088 Added 92.84%
3,001,591 $308 Million
Q3 2020

Oct 29, 2020
SELL
$79.56 - $90.13 $9.35 Million - $10.6 Million
-117,540 Reduced 7.02%
1,556,503 $263 Million
Q2 2020

Jul 31, 2020
SELL
$57.59 - $81.27 $1.09 Million - $1.53 Million
-18,868 Reduced 1.11%
1,674,043 $259 Million
Q1 2020

May 01, 2020
BUY
$52.32 - $81.58 $396,742 - $618,621
7,583 Added 0.45%
1,692,911 $204 Million
Q4 2019

Jan 21, 2020
BUY
$68.8 - $76.63 $383,147 - $426,752
5,569 Added 0.33%
1,685,328 $257 Million
Q3 2019

Oct 31, 2019
SELL
$70.16 - $72.24 $39,780 - $40,960
-567 Reduced 0.03%
1,679,759 $236 Million
Q2 2019

Aug 02, 2019
BUY
N/A
1,255 Added 0.07%
1,680,326 $240 Million
Q1 2019

May 03, 2019
BUY
N/A
4,112 Added 0.25%
1,679,071 $228 Million
Q4 2018

Feb 11, 2019
BUY
N/A
29,746 Added 1.81%
1,674,959 $188 Million
Q3 2018

Nov 08, 2018
BUY
N/A
12,242 Added 0.75%
1,645,213 $223 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-84,606 Reduced 4.93%
1,632,971 $207 Million
Q1 2018

May 11, 2018
BUY
N/A
25,991 Added 1.54%
1,717,577 $211 Million
Q4 2017

Feb 14, 2018
BUY
N/A
31,384 Added 1.89%
1,691,586 $204 Million
Q3 2017

Nov 14, 2017
BUY
N/A
45,349 Added 2.81%
1,660,202 $188 Million
Q2 2017

Aug 14, 2017
BUY
N/A
1,614,853
1,614,853 $175 Million

Others Institutions Holding IWP

# of Institutions
1,307
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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

Track Jones Financial Companies Lllp Portfolio

Follow Jones Financial Companies Lllp 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 Jones Financial Companies Lllp, based on Form 13F filings with the SEC.

News

Stay updated on Jones Financial Companies Lllp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email