Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 634 shares of IYF stock, worth $66,842. This represents 0.0% of its overall portfolio holdings.

Number of Shares

634

Previous 632 0.32%

Holding current value

$66,842

Previous $69,000 2.9%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$107.69 - $119.37 $215 - $238	2 Added 0.32%	634 $71,000
Q4 2024 Jan 30, 2025	BUY	$102.7 - $119.05 $205 - $238	2 Added 0.32%	632 $69,000
Q3 2024 Oct 25, 2024	BUY	$93.83 - $105.05 $281 - $315	3 Added 0.48%	630 $65,000
Q2 2024 Jul 15, 2024	BUY	$89.39 - $96.85 $178 - $193	2 Added 0.32%	627 $59,000
Q1 2024 Apr 30, 2024	BUY	$83.91 - $95.65 $167 - $191	2 Added 0.32%	625 $59,000
Q4 2023 Feb 07, 2024	BUY	$70.7 - $85.68 $424 - $514	6 Added 0.97%	623 $53,000
Q2 2023 Aug 07, 2023	BUY	$68.91 - $74.74 $137 - $149	2 Added 0.33%	617 $46,000
Q1 2023 Apr 19, 2023	BUY	$68.23 - $82.05 $204 - $246	3 Added 0.49%	615 $43,000
Q4 2022 Feb 13, 2023	BUY	$67.64 - $80.38 $811 - $964	12 Added 2.0%	612 $46,000
Q1 2022 May 02, 2022	BUY	$78.62 - $91.32 $47,172 - $54,791	600 New	600 $51,000
Q3 2018 Nov 09, 2018	SELL	N/A	-29 Closed	0 $0
Q3 2017 Oct 20, 2017	BUY	N/A	29	29 $3,000

Others Institutions Holding IYF

# of Institutions

462

Shares Held

19.9M

Call Options Held

28.3K

Put Options Held

35.3K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Tr Transaction History