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

Jackson Wealth Management, LLC

  • $639 Million
  • Q4 2024

A detailed history of Jackson Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 36,331 shares of IWY stock, worth $8.61 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
36,331
Previous 37,542 3.23%
Holding current value
$8.61 Million
Previous $8.26 Million 3.46%
% of portfolio
1.34%
Previous 1.4%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$216.72 - $244.71 $262,447 - $296,343
-1,211 Reduced 3.23%
36,331 $8.55 Million
Q3 2024

Oct 22, 2024
BUY
$194.66 - $225.97 $3 Million - $3.49 Million
15,424 Added 69.74%
37,542 $8.26 Million
Q2 2024

Jul 01, 2024
SELL
$183.56 - $216.15 $3.08 Million - $3.63 Million
-16,782 Reduced 43.14%
22,118 $4.74 Million
Q1 2024

Jun 11, 2024
SELL
$170.38 - $196.82 $48,387 - $55,896
-284 Reduced 0.72%
38,900 $7.59 Million
Q4 2023

Feb 14, 2024
SELL
$149.01 - $175.92 $228,432 - $269,685
-1,533 Reduced 3.77%
39,184 $6.87 Million
Q3 2023

Nov 14, 2023
BUY
$152.69 - $164.44 $116,044 - $124,974
760 Added 1.9%
40,717 $6.26 Million
Q2 2023

Aug 02, 2023
BUY
$136.24 - $158.56 $3.42 Million - $3.98 Million
25,079 Added 168.56%
39,957 $6.34 Million
Q1 2023

May 12, 2023
BUY
$117.74 - $138.93 $1.75 Million - $2.07 Million
14,878 New
14,878 $2.07 Million

Others Institutions Holding IWY

# of Institutions
581
Shares Held
52.8M
Call Options Held
10.4K
Put Options Held
4.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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