A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 85 shares of IGV stock, worth $8,848. This represents 0.0% of its overall portfolio holdings.

Number of Shares
85
Previous 85 -0.0%
Holding current value
$8,848
Previous $7,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$83.56 - $442.01 $5,682 - $30,056
68 Added 400.0%
85 $7,000
Q3 2023

Nov 02, 2023

SELL
$334.35 - $367.01 $11,033 - $12,111
-33 Reduced 66.0%
17 $5,000
Q2 2022

Aug 02, 2022

BUY
$257.24 - $353.96 $8,488 - $11,680
33 Added 194.12%
50 $13,000
Q1 2022

May 02, 2022

BUY
$302.28 - $393.09 $5,138 - $6,682
17 New
17 $6,000
Q3 2019

Oct 31, 2019

SELL
$209.16 - $230.04 $73,833 - $81,204
-353 Closed
0 $0
Q2 2019

Aug 06, 2019

BUY
$199.4 - $222.26 $70,388 - $78,457
353 New
353 $77,000

Others Institutions Holding IGV

About ISHARES EXPANDED TECH-SOFTWARE


  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, 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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.