Jupiter Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Jupiter Wealth Management LLC

  • $185 Million
  • Q3 2024

A detailed history of Jupiter Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 4,500 shares of IWM stock, worth $980,100. This represents 0.54% of its overall portfolio holdings.

Number of Shares
4,500
Previous 13,750 67.27%
Holding current value
$980,100
Previous $2.79 Million 64.36%
% of portfolio
0.54%
Previous 1.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$200.87 - $224.6 $1.86 Million - $2.08 Million
-9,250 Reduced 67.27%
4,500 $994,000
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $2.65 Million - $2.88 Million
13,750 New
13,750 $2.79 Million

Others Institutions Holding IWM

# of Institutions
2,930
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Jupiter Wealth Management LLC Portfolio

Follow Jupiter Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jupiter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jupiter Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email