Jpl Wealth Management, LLC ISHARES TR Transaction History

Jpl Wealth Management, LLC

  • $371 Billion
  • Q2 2025
Number of Shares
18,554
Previous 18,654 0.54%
Holding current value
$455 Million
Previous $455 Million 0.09%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Aug 14, 2025
SELL
N/A
-100 Reduced 0.54%
18,554 $455 Million
Q1 2025

May 13, 2025
BUY
N/A
18,654 New
18,654 $455 Million
Q4 2024

Feb 10, 2025
BUY
N/A
10,239 New
10,239 $242 Million
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