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 $7.26 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

36,331

Previous 37,542 3.23%

Holding current value

$7.26 Million

Previous $8.26 Million 3.46%

% of portfolio

1.34%

Previous 1.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

616

Shares Held

57.6M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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