Jfs Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 10,469 shares of IUSV stock, worth $983,981. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,469

Previous 10,469 -0.0%

Holding current value

$983,981

Previous $922,000 8.35%

% of portfolio

0.07%

Previous 0.07%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 19, 2023	SELL	$70.21 - $77.86 $21,133 - $23,435	-301 Reduced 2.79%	10,469 $772,000
Q3 2022 Oct 21, 2022	SELL	$62.61 - $73.64 $2,316 - $2,724	-37 Reduced 0.34%	10,770 $674,000
Q1 2022 May 02, 2022	BUY	$71.81 - $77.49 $133,279 - $143,821	1,856 Added 20.74%	10,807 $820,000
Q3 2021 Nov 09, 2021	BUY	$69.93 - $74.13 $625,943 - $663,537	8,951 New	8,951 $634,000

Others Institutions Holding IUSV

# of Institutions

728

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History