Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

  • $1.69 Billion
  • Q3 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 3,815 shares of IYH stock, worth $243,664. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,815
Previous 170 2144.12%
Holding current value
$243,664
Previous $9,000 2388.89%
% of portfolio
0.01%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$54.36 - $58.96 $198,142 - $214,909
3,645 Added 2144.12%
3,815 $224,000
Q2 2025

Jul 24, 2025
SELL
$53.97 - $60.17 $9,174 - $10,228
-170 Reduced 50.0%
170 $9,000
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

# of Institutions
548
Shares Held
23.5M
Call Options Held
5.5K
Put Options Held
4.4K
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email