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 5,658 shares of IWP stock, worth $760,208. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,658
Previous 4,131 36.96%
Holding current value
$760,208
Previous $472 Million 32.42%
% of portfolio
0.31%
Previous 0.26%

Shares

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

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Jpl Wealth Management, LLC Portfolio

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

News

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