Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 313,099 shares of IEFA stock, worth $23.9 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

313,099

Previous 306,572 2.13%

Holding current value

$23.9 Million

Previous $23.9 Million 8.04%

% of portfolio

1.51%

Previous 1.61%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$70.06 - $77.43 $457,281 - $505,385	6,527 Added 2.13%	313,099 $22 Million
Q3 2024 Oct 25, 2024	BUY	$70.09 - $78.74 $1.44 Million - $1.61 Million	20,495 Added 7.16%	306,572 $23.9 Million
Q2 2024 Jul 15, 2024	BUY	$70.77 - $76.19 $31,209 - $33,599	441 Added 0.15%	286,077 $20.8 Million
Q1 2024 Apr 30, 2024	BUY	$68.14 - $74.43 $1.03 Million - $1.12 Million	15,051 Added 5.56%	285,636 $21.2 Million
Q4 2023 Feb 07, 2024	BUY	$61.3 - $70.47 $2.83 Million - $3.25 Million	46,097 Added 20.53%	270,585 $19 Million
Q3 2023 Nov 02, 2023	BUY	$64.04 - $69.58 $1.58 Million - $1.72 Million	24,679 Added 12.35%	224,488 $14.4 Million
Q2 2023 Aug 07, 2023	BUY	$66.03 - $69.1 $792,690 - $829,545	12,005 Added 6.39%	199,809 $13.5 Million
Q1 2023 Apr 19, 2023	BUY	$62.17 - $67.7 $424,372 - $462,120	6,826 Added 3.77%	187,804 $12.6 Million
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $1.87 Million - $2.28 Million	35,763 Added 24.63%	180,978 $11.2 Million
Q3 2022 Oct 21, 2022	BUY	$52.32 - $63.1 $835,288 - $1.01 Million	15,965 Added 12.35%	145,215 $7.65 Million
Q2 2022 Aug 02, 2022	BUY	$57.91 - $70.46 $301,132 - $366,391	5,200 Added 4.19%	129,250 $7.61 Million
Q1 2022 May 02, 2022	SELL	$63.26 - $75.48 $922,267 - $1.1 Million	-14,579 Reduced 10.52%	124,050 $8.62 Million
Q4 2021 Feb 03, 2022	BUY	$72.36 - $77.76 $941,403 - $1.01 Million	13,010 Added 10.36%	138,629 $10.3 Million
Q3 2021 Nov 09, 2021	BUY	$72.98 - $78.2 $6.98 Million - $7.48 Million	95,688 Added 319.7%	125,619 $9.33 Million
Q2 2021 Aug 04, 2021	BUY	$73.11 - $77.88 $71,062 - $75,699	972 Added 3.36%	29,931 $2.24 Million
Q1 2021 Apr 28, 2021	BUY	$68.58 - $73.12 $134,211 - $143,095	1,957 Added 7.25%	28,959 $2.09 Million
Q4 2020 Feb 01, 2021	BUY	$58.13 - $69.71 $29,704 - $35,621	511 Added 1.93%	27,002 $1.87 Million
Q3 2020 Oct 28, 2020	BUY	$57.43 - $62.28 $152,936 - $165,851	2,663 Added 11.18%	26,491 $1.6 Million
Q2 2020 Aug 05, 2020	BUY	$47.43 - $60.75 $245,782 - $314,806	5,182 Added 27.79%	23,828 $1.36 Million
Q1 2020 Apr 29, 2020	SELL	$43.31 - $66.12 $156,608 - $239,089	-3,616 Reduced 16.24%	18,646 $930,000
Q4 2019 Feb 03, 2020	BUY	$59.36 - $65.51 $229,070 - $252,803	3,859 Added 20.97%	22,262 $1.45 Million
Q3 2019 Oct 31, 2019	BUY	$57.44 - $62.42 $8,501 - $9,238	148 Added 0.81%	18,403 $1.12 Million
Q2 2019 Aug 06, 2019	BUY	$59.39 - $62.73 $36,999 - $39,080	623 Added 3.53%	18,255 $1.12 Million
Q1 2019 Apr 23, 2019	BUY	$54.44 - $61.46 $306,007 - $345,466	5,621 Added 46.8%	17,632 $1.07 Million
Q4 2018 Jan 28, 2019	BUY	$53.06 - $64.19 $395,774 - $478,793	7,459 Added 163.86%	12,011 $661,000
Q3 2018 Nov 09, 2018	BUY	$61.82 - $65.16 $62,500 - $65,876	1,011 Added 28.55%	4,552 $292,000
Q2 2018 Jul 26, 2018	BUY	$62.74 - $67.79 $5,897 - $6,372	94 Added 2.73%	3,541 $224,000
Q1 2018 Apr 26, 2018	BUY	$64.18 - $70.84 $29,394 - $32,444	458 Added 15.32%	3,447 $227,000
Q4 2017 Jan 31, 2018	BUY	$64.09 - $66.44 $106,517 - $110,423	1,662 Added 125.24%	2,989 $198,000
Q3 2017 Oct 20, 2017	BUY	$62.19 - $64.17 $82,526 - $85,153	1,327	1,327 $85,000

Others Institutions Holding IEFA

# of Institutions

2,156

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Jfs Wealth Advisors, LLC Ishares Tr Transaction History