Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 882 shares of SHV stock, worth $97,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares
882
Previous 882 -0.0%
Holding current value
$97,222
Previous $97,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 09, 2021
BUY
$110.46 - $110.49 $97,425 - $97,452
882 New
882 $97,000
Q3 2020

Oct 28, 2020
SELL
$110.7 - $110.74 $221 - $221
-2 Closed
0 $0
Q2 2020

Aug 05, 2020
BUY
$110.71 - $110.94 $221 - $221
2 New
2 $0

Others Institutions Holding SHV

# of Institutions
727
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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