A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 72 shares of IYE stock, worth $3,244. This represents 0.0% of its overall portfolio holdings.

Number of Shares
72
Previous 311 76.85%
Holding current value
$3,244
Previous $14,000 78.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

SELL
$44.44 - $49.18 $10,621 - $11,754
-239 Reduced 76.85%
72 $3,000
Q2 2024

Jul 15, 2024

BUY
$46.21 - $51.17 $2,911 - $3,223
63 Added 25.4%
311 $14,000
Q1 2024

Apr 30, 2024

BUY
$41.9 - $49.4 $9,050 - $10,670
216 Added 675.0%
248 $12,000
Q4 2023

Feb 07, 2024

BUY
$42.54 - $48.28 $1,361 - $1,544
32 New
32 $1,000
Q1 2022

May 02, 2022

SELL
$31.0 - $42.12 $806 - $1,095
-26 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$28.79 - $32.36 $748 - $841
26 New
26 $1,000

Others Institutions Holding IYE

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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