Number of Shares
108,540.00
Current Holdings Value*
$12.05 Mil
% of Portfolio
8.49%
Total Estimate Gain
$9.86 Mil
% of Total Estimate Gain
92.55%

Jackson Financial Management's iShares U.S. Aerospace & Defense ETF Holding Summary

As of 2019-12-31, Jackson Financial Management held 108,540.00 shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling $12.05 Mil. This investment constitutes 8.49% of their stock portfolio, and Jackson Financial Management now holds 0.15% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.

The initial trade took place in 2018Q2. And since then Jackson Financial Management has made 4 purchases of ITA, at an average price of $96.71, for a total of 110,142.00 shares. In addition, there have been 3 sales at an average price of $96.02 for 1,602.00 shares. Based on historical transaction data and ITA's current price of $187.55, Jackson Financial Management's estimated gain on his ITA holdings is $9.86 Mil, reflecting a 92.55% gain to date.

Jackson Financial Management ITA ($187.55) Holding Chart

Jackson Financial Management ITA ($187.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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