Jfs Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,513 shares of ITOT stock, worth $632,947. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,513

Previous 5,322 3.59%

Holding current value

$632,947

Previous $684,000 1.75%

% of portfolio

0.05%

Previous 0.05%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$120.29 - $134.6 $22,975 - $25,708	191 Added 3.59%	5,513 $672,000
Q4 2024 Jan 30, 2025	SELL	$124.26 - $134.12 $1,863 - $2,011	-15 Reduced 0.28%	5,322 $684,000
Q3 2024 Oct 25, 2024	BUY	$113.41 - $125.62 $31,527 - $34,922	278 Added 5.5%	5,337 $670,000
Q2 2024 Jul 15, 2024	SELL	$108.78 - $119.23 $17,187 - $18,838	-158 Reduced 3.03%	5,059 $600,000
Q1 2024 Apr 30, 2024	SELL	$103.16 - $115.3 $12,172 - $13,605	-118 Reduced 2.21%	5,217 $601,000
Q4 2023 Feb 07, 2024	BUY	$90.04 - $105.69 $44,209 - $51,893	491 Added 10.14%	5,335 $561,000
Q3 2023 Nov 02, 2023	BUY	$93.72 - $101.39 $937 - $1,013	10 Added 0.21%	4,844 $456,000
Q2 2023 Aug 07, 2023	BUY	$89.03 - $97.84 $30,181 - $33,167	339 Added 7.54%	4,834 $472,000
Q1 2023 Apr 19, 2023	BUY	$84.12 - $93.15 $420 - $465	5 Added 0.11%	4,495 $407,000
Q4 2022 Feb 13, 2023	BUY	$79.44 - $90.48 $21,131 - $24,067	266 Added 6.3%	4,490 $380,000
Q3 2022 Oct 21, 2022	SELL	$79.54 - $95.9 $874 - $1,054	-11 Reduced 0.26%	4,224 $336,000
Q2 2022 Aug 02, 2022	BUY	$80.96 - $102.19 $5,910 - $7,459	73 Added 1.75%	4,235 $355,000
Q1 2022 May 02, 2022	SELL	$93.09 - $107.63 $3,816 - $4,412	-41 Reduced 0.98%	4,162 $420,000
Q4 2021 Feb 03, 2022	BUY	$98.24 - $107.61 $6,876 - $7,532	70 Added 1.69%	4,203 $450,000
Q3 2021 Nov 09, 2021	SELL	$97.33 - $103.96 $53,920 - $57,593	-554 Reduced 11.82%	4,133 $407,000
Q2 2021 Aug 04, 2021	SELL	$92.76 - $98.86 $26,807 - $28,570	-289 Reduced 5.81%	4,687 $463,000
Q1 2021 Apr 28, 2021	BUY	$85.12 - $92.58 $2,894 - $3,147	34 Added 0.69%	4,976 $456,000
Q4 2020 Feb 01, 2021	BUY	$74.05 - $86.22 $3,258 - $3,793	44 Added 0.9%	4,942 $426,000
Q3 2020 Oct 28, 2020	BUY	$69.81 - $80.47 $488 - $563	7 Added 0.14%	4,898 $370,000
Q2 2020 Aug 05, 2020	SELL	$54.49 - $72.8 $272 - $364	-5 Reduced 0.1%	4,891 $340,000
Q1 2020 Apr 29, 2020	BUY	$49.67 - $76.42 $7,301 - $11,233	147 Added 3.1%	4,896 $280,000
Q4 2019 Feb 03, 2020	BUY	$65.12 - $72.96 $21,033 - $23,566	323 Added 7.3%	4,749 $345,000
Q3 2019 Oct 31, 2019	BUY	$64.37 - $68.57 $41,196 - $43,884	640 Added 16.9%	4,426 $297,000
Q2 2019 Aug 06, 2019	BUY	$62.47 - $67.06 $13,618 - $14,619	218 Added 6.11%	3,786 $252,000
Q1 2019 Apr 23, 2019	BUY	$55.45 - $64.92 $22,346 - $26,162	403 Added 12.73%	3,568 $230,000
Q4 2018 Jan 28, 2019	BUY	$53.25 - $66.76 $112,836 - $141,464	2,119 Added 202.58%	3,165 $180,000
Q3 2018 Nov 09, 2018	BUY	$62.51 - $67.36 $125 - $134	2 Added 0.19%	1,046 $70,000
Q2 2018 Jul 26, 2018	BUY	$59.06 - $64.29 $55,398 - $60,304	938 Added 884.91%	1,044 $65,000
Q1 2018 Apr 26, 2018	SELL	$58.94 - $65.4 $251,909 - $279,519	-4,274 Reduced 97.58%	106 $6,000
Q4 2017 Jan 31, 2018	BUY	$57.99 - $61.7 $5,856 - $6,231	101 Added 2.36%	4,380 $268,000
Q3 2017 Oct 20, 2017	BUY	$57.1 - $57.63 $244,330 - $246,598	4,279	4,279 $247,000

Others Institutions Holding ITOT

# of Institutions

1,563

Shares Held

313M

Call Options Held

53K

Put Options Held

29.4K

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About ISHARES CORE S&P TOTAL U.S. ST

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Jfs Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History