Jgp Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Jgp Wealth Management, LLC

  • $938 Million
  • Q4 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 2,572 shares of IWM stock, worth $610,798. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,572
Previous 1,248 106.09%
Holding current value
$610,798
Previous $301,000 102.66%
% of portfolio
0.07%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$236.79 - $250.33 $313,509 - $331,436
1,324 Added 106.09%
2,572 $610,000
Q3 2025

Oct 15, 2025
SELL
$214.92 - $244.84 $1,934 - $2,203
-9 Reduced 0.72%
1,248 $301,000
Q2 2025

Jul 28, 2025
SELL
$174.82 - $215.79 $6,643 - $8,200
-38 Reduced 2.93%
1,257 $271,000
Q1 2022

Apr 20, 2022
SELL
$191.52 - $225.32 $23,940 - $28,165
-125 Reduced 8.8%
1,295 $256,000
Q4 2021

Jan 18, 2022
BUY
$212.12 - $242.56 $26,515 - $30,320
125 Added 9.65%
1,420 $309,000
Q3 2020

Oct 13, 2020
BUY
$139.07 - $158.46 $180,095 - $205,205
1,295 New
1,295 $207,000

Others Institutions Holding IWM

# of Institutions
3,055
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
View Full List

About ISHARES RUSSELL 2000 ETF

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