Jfs Wealth Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 42,745 shares of IJJ stock, worth $5.37 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
42,745
Previous 42,359 0.91%
Holding current value
$5.37 Million
Previous $4.81 Million 9.95%
% of portfolio
0.36%
Previous 0.38%

Shares

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

Oct 25, 2024
BUY
$111.9 - $124.28 $43,193 - $47,972
386 Added 0.91%
42,745 $5.28 Million
Q2 2024

Jul 15, 2024
BUY
$109.44 - $118.4 $168,318 - $182,099
1,538 Added 3.77%
42,359 $4.81 Million
Q1 2024

Apr 30, 2024
BUY
$109.27 - $118.29 $1.13 Million - $1.23 Million
10,386 Added 34.13%
40,821 $4.83 Million
Q4 2023

Feb 07, 2024
BUY
$93.05 - $115.17 $720,951 - $892,337
7,748 Added 34.15%
30,435 $3.47 Million
Q3 2023

Nov 02, 2023
BUY
$99.46 - $111.92 $152,969 - $172,132
1,538 Added 7.27%
22,687 $2.29 Million
Q2 2023

Aug 07, 2023
BUY
$97.74 - $107.13 $140,061 - $153,517
1,433 Added 7.27%
21,149 $2.27 Million
Q1 2023

Apr 19, 2023
BUY
$97.23 - $116.09 $53,476 - $63,849
550 Added 2.87%
19,716 $2.03 Million
Q4 2022

Feb 13, 2023
SELL
$91.7 - $106.74 $1.06 Million - $1.23 Million
-11,519 Reduced 37.54%
19,166 $1.93 Million
Q3 2022

Oct 21, 2022
BUY
$90.0 - $107.68 $317,070 - $379,356
3,523 Added 12.97%
30,685 $2.76 Million
Q2 2022

Aug 02, 2022
BUY
$91.51 - $110.2 $2,653 - $3,195
29 Added 0.11%
27,162 $2.56 Million
Q1 2022

May 02, 2022
SELL
$102.52 - $112.86 $100,059 - $110,151
-976 Reduced 3.47%
27,133 $2.98 Million
Q4 2021

Feb 03, 2022
BUY
$103.36 - $113.35 $472,975 - $518,689
4,576 Added 19.45%
28,109 $3.11 Million
Q3 2021

Nov 09, 2021
BUY
$99.84 - $108.44 $2.35 Million - $2.55 Million
23,533 New
23,533 $2.43 Million

Others Institutions Holding IJJ

# of Institutions
813
Shares Held
40.8M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
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.

Choose your preferred platform and Sign Up 👇 Telegram Email