Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 663 shares of IYE stock, worth $30,802. This represents 0.0% of its overall portfolio holdings.

Number of Shares

663

Previous 72 820.83%

Holding current value

$30,802

Previous $3,000 900.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$43.93 - $51.37 $25,962 - $30,359	591 Added 820.83%	663 $30,000
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

# of Institutions

314

Shares Held

14.2M

Call Options Held

16.3K

Put Options Held

1.6K

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Tr Transaction History