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 9,518 shares of LRGF stock, worth $654,743. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,518

Previous 22,084 56.9%

Holding current value

$654,743

Previous $1.42 Million 53.6%

% of portfolio

0.04%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$64.13 - $69.24 $805,857 - $870,069	-12,566 Reduced 56.9%	9,518 $657,000
Q2 2025 Jul 24, 2025	SELL	$51.37 - $64.13 $92,311 - $115,241	-1,797 Reduced 7.52%	22,084 $1.42 Million
Q1 2025 Apr 22, 2025	SELL	$56.95 - $63.95 $2.19 Million - $2.45 Million	-38,376 Reduced 61.64%	23,881 $1.38 Million
Q4 2024 Jan 30, 2025	BUY	$58.25 - $63.26 $60,580 - $65,790	1,040 Added 1.7%	62,257 $3.76 Million
Q3 2024 Oct 25, 2024	BUY	$52.89 - $58.77 $41,254 - $45,840	780 Added 1.29%	61,217 $3.6 Million

Q2 2024 Jul 15, 2024	SELL	$50.75 - $56.08 $43,086 - $47,611	-849 Reduced 1.39%	60,437 $3.37 Million
Q1 2024 Apr 30, 2024	BUY	$47.39 - $53.82 $1.2 Million - $1.36 Million	25,361 Added 70.59%	61,286 $3.3 Million
Q4 2023 Feb 07, 2024	BUY	$41.5 - $48.47 $1.16 Million - $1.35 Million	27,840 Added 344.34%	35,925 $1.73 Million
Q3 2023 Nov 02, 2023	BUY	$43.03 - $46.09 $310,203 - $332,262	7,209 Added 822.95%	8,085 $350,000
Q2 2023 Aug 07, 2023	BUY	$40.55 - $44.56 $35,521 - $39,034	876 New	876 $39,000

Others Institutions Holding LRGF

# of Institutions

239

Shares Held

39.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

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

Jfs Wealth Advisors, LLC Ishares Tr Transaction History