Jpl Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Jpl Wealth Management, LLC

$255 Billion
Q1 2025

A detailed history of Jpl Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 7,613 shares of IWP stock, worth $1.07 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

7,613

Previous 26,157 70.89%

Holding current value

$1.07 Million

Previous $3.32 Billion 73.79%

% of portfolio

0.34%

Previous 0.95%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$114.9 - $139.6 $2.25 Million - $2.74 Million	19,616 Added 257.66%	27,229 $3.2 Billion
Q1 2025 May 06, 2025	SELL	$114.9 - $139.6 $2.13 Million - $2.59 Million	-18,544 Reduced 70.89%	7,613 $869 Million
Q4 2024 Feb 10, 2025	BUY	$116.4 - $138.52 $2.39 Million - $2.84 Million	20,499 Added 362.3%	26,157 $3.32 Billion
Q2 2024 Jul 31, 2024	BUY	$105.7 - $113.43 $161,403 - $173,207	1,527 Added 36.96%	5,658 $624 Million
Q1 2024 May 10, 2024	BUY	$100.66 - $114.14 $143,339 - $162,535	1,424 Added 52.6%	4,131 $472 Million
Q4 2023 Feb 09, 2024	BUY	$85.66 - $105.12 $231,881 - $284,559	2,707 New	2,707 $283 Million

Others Institutions Holding IWP

# of Institutions

1,263

Shares Held

132M

Call Options Held

130K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jpl Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

Jpl Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History