Jackson Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History

Jackson Wealth Management, LLC

  • $725 Million
  • Q3 2025

A detailed history of Jackson Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 2,416 shares of IWL stock, worth $406,250. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,416
Previous 2,546 5.11%
Holding current value
$406,250
Previous $389,000 1.54%
% of portfolio
0.05%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
SELL
$152.78 - $166.59 $19,861 - $21,656
-130 Reduced 5.11%
2,416 $395,000
Q2 2025

Jul 21, 2025
SELL
$122.36 - $153.12 $20,434 - $25,571
-167 Reduced 6.16%
2,546 $389,000
Q1 2025

Apr 29, 2025
SELL
$135.83 - $151.73 $10,323 - $11,531
-76 Reduced 2.72%
2,713 $372,000
Q4 2024

Jan 27, 2025
SELL
$138.92 - $149.97 $33,757 - $36,442
-243 Reduced 8.01%
2,789 $403,000
Q3 2024

Oct 22, 2024
BUY
$126.32 - $140.44 $383,002 - $425,814
3,032 New
3,032 $425,000
Q1 2024

Jun 11, 2024
SELL
$113.2 - $127.12 $8,037 - $9,025
-71 Reduced 2.31%
3,007 $382,000
Q4 2023

Feb 14, 2024
BUY
$99.76 - $115.49 $7,282 - $8,430
73 Added 2.43%
3,078 $354,000
Q3 2023

Nov 14, 2023
BUY
$103.05 - $110.14 $7,831 - $8,370
76 Added 2.59%
3,005 $310,000
Q2 2023

Aug 02, 2023
BUY
$96.37 - $106.64 $282,267 - $312,348
2,929 New
2,929 $312,000
Q1 2022

May 05, 2022
SELL
$99.32 - $114.92 $2.4 Million - $2.78 Million
-24,214 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$102.63 - $114.76 $2.49 Million - $2.78 Million
24,214 New
24,214 $2.76 Million

Others Institutions Holding IWL

# of Institutions
222
Shares Held
8.34M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

IWL Quotes by TradingView
  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
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