Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

$1.74 Billion
Q4 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 96 shares of IYJ stock, worth $13,725. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$13,725

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 13, 2026	BUY	$142.48 - $148.68 $13,678 - $14,273	96 New	96 $13,000

Others Institutions Holding IYJ

# of Institutions

346

Shares Held

6.76M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

827K
Shares

$118 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

615K
Shares

$87.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

442K
Shares

$63.2 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

334K
Shares

$47.8 Million
0.75% of portfolio
Lpl Financial LLC Fort Mill, SC

313K
Shares

$44.8 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

Track This Portfolio

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.

Account