A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 340 shares of IYH stock, worth $20,077. This represents 0.0% of its overall portfolio holdings.

Number of Shares
340
Previous 340 -0.0%
Holding current value
$20,077
Previous $20,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$60.83 - $309.78 $16,545 - $84,260
272 Added 400.0%
340 $21,000
Q4 2022

Feb 13, 2023

SELL
$50.9 - $291.18 $43,468 - $248,667
-854 Reduced 92.62%
68 $19,000
Q2 2022

Aug 02, 2022

BUY
$249.77 - $300.0 $44,459 - $53,400
178 Added 23.92%
922 $248,000
Q4 2021

Feb 03, 2022

SELL
$271.82 - $301.88 $252,520 - $280,446
-929 Reduced 55.53%
744 $223,000
Q3 2021

Nov 09, 2021

BUY
$275.57 - $296.34 $461,028 - $495,776
1,673 New
1,673 $462,000

Others Institutions Holding IYH

About ISHARES TR


  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.