Jfs Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 20,002 shares of IWR stock, worth $1.79 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

20,002

Previous 20,371 1.81%

Holding current value

$1.79 Million

Previous $1.8 Million 1.5%

% of portfolio

0.12%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$87.25 - $95.52 $32,195 - $35,246	-369 Reduced 1.81%	20,002 $1.77 Million
Q3 2024 Oct 25, 2024	BUY	$79.92 - $88.19 $22,377 - $24,693	280 Added 1.39%	20,371 $1.8 Million
Q1 2024 Apr 30, 2024	SELL	$75.37 - $84.09 $7,989 - $8,913	-106 Reduced 0.52%	20,091 $1.69 Million
Q4 2023 Feb 07, 2024	BUY	$64.84 - $78.27 $367,253 - $443,321	5,664 Added 38.97%	20,197 $1.57 Million
Q4 2022 Feb 13, 2023	SELL	$62.09 - $71.89 $94,190 - $109,057	-1,517 Reduced 9.45%	14,533 $980,000
Q1 2022 May 02, 2022	SELL	$72.29 - $82.89 $41,205 - $47,247	-570 Reduced 3.43%	16,050 $1.25 Million
Q4 2021 Feb 03, 2022	SELL	$78.41 - $85.28 $35,206 - $38,290	-449 Reduced 2.63%	16,620 $1.38 Million
Q3 2021 Nov 09, 2021	BUY	$76.44 - $82.59 $805,448 - $870,250	10,537 Added 161.31%	17,069 $1.34 Million
Q2 2021 Aug 04, 2021	SELL	$74.82 - $79.61 $38,681 - $41,158	-517 Reduced 7.33%	6,532 $518,000
Q1 2021 Apr 28, 2021	SELL	$67.45 - $75.68 $20,235 - $22,704	-300 Reduced 4.08%	7,049 $521,000
Q4 2020 Feb 01, 2021	SELL	$57.75 - $68.61 $34,650 - $41,166	-600 Reduced 7.55%	7,349 $504,000
Q3 2020 Oct 28, 2020	SELL	$53.47 - $60.19 $21,388 - $24,076	-400 Reduced 4.79%	7,949 $456,000
Q2 2020 Aug 05, 2020	BUY	$40.64 - $57.63 $172,801 - $245,042	4,252 Added 103.78%	8,349 $448,000
Q1 2020 Apr 29, 2020	SELL	$36.81 - $61.96 $9,717 - $16,357	-264 Reduced 6.05%	4,097 $177,000
Q3 2019 Oct 31, 2019	SELL	$53.6 - $57.42 $5,360 - $5,742	-100 Reduced 2.24%	4,361 $244,000
Q1 2019 Apr 23, 2019	SELL	$45.53 - $54.18 $35,649 - $42,422	-783 Reduced 14.93%	4,461 $241,000
Q4 2018 Jan 28, 2019	BUY	$43.7 - $54.95 $171,872 - $216,118	3,933 Added 300.0%	5,244 $244,000
Q3 2018 Nov 09, 2018	SELL	$52.87 - $56.02 $7,613 - $8,066	-144 Reduced 9.9%	1,311 $289,000
Q4 2017 Jan 31, 2018	BUY	$49.53 - $52.32 $7,132 - $7,534	144 Added 10.98%	1,455 $303,000
Q3 2017 Oct 20, 2017	BUY	$48.84 - $49.29 $64,029 - $64,619	1,311	1,311 $258,000

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History