Jfs Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,340 shares of AOA stock, worth $334,180. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,340

Previous 4,327 0.3%

Holding current value

$334,180

Previous $341,000 2.64%

% of portfolio

0.02%

Previous 0.02%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$76.61 - $79.88 $995 - $1,038	13 Added 0.3%	4,340 $332,000
Q3 2024 Oct 25, 2024	SELL	$72.11 - $79.05 $1,874 - $2,055	-26 Reduced 0.6%	4,327 $341,000
Q2 2024 Jul 15, 2024	BUY	$70.02 - $75.08 $6,581 - $7,057	94 Added 2.21%	4,353 $325,000
Q1 2024 Apr 30, 2024	BUY	$67.75 - $73.5 $6,165 - $6,688	91 Added 2.18%	4,259 $312,000
Q4 2023 Feb 07, 2024	SELL	$60.96 - $69.28 $177,881 - $202,159	-2,918 Reduced 41.18%	4,168 $287,000
Q3 2023 Nov 02, 2023	BUY	$63.24 - $67.72 $1,264 - $1,354	20 Added 0.28%	7,086 $449,000
Q2 2023 Aug 07, 2023	BUY	$63.04 - $66.51 $12,734 - $13,435	202 Added 2.94%	7,066 $468,000
Q1 2023 Apr 19, 2023	SELL	$59.87 - $64.81 $538 - $583	-9 Reduced 0.13%	6,864 $436,000
Q4 2022 Feb 13, 2023	BUY	$55.07 - $62.69 $2,037 - $2,319	37 Added 0.54%	6,873 $410,000
Q3 2022 Oct 21, 2022	BUY	$55.45 - $64.54 $3,604 - $4,195	65 Added 0.96%	6,836 $379,000
Q2 2022 Aug 02, 2022	BUY	$58.69 - $69.52 $10,857 - $12,861	185 Added 2.81%	6,771 $405,000
Q4 2021 Feb 03, 2022	SELL	$69.49 - $73.61 $17,997 - $19,064	-259 Reduced 3.78%	6,586 $480,000
Q3 2021 Nov 09, 2021	SELL	$69.28 - $72.77 $51,059 - $53,631	-737 Reduced 9.72%	6,845 $478,000
Q2 2021 Aug 04, 2021	BUY	$67.52 - $70.92 $169,880 - $178,434	2,516 Added 49.66%	7,582 $536,000
Q1 2021 Apr 28, 2021	BUY	$63.86 - $67.38 $1,149 - $1,212	18 Added 0.36%	5,066 $339,000
Q4 2020 Feb 01, 2021	BUY	$56.73 - $64.27 $737 - $835	13 Added 0.26%	5,048 $324,000
Q3 2020 Oct 28, 2020	BUY	$55.0 - $60.45 $7,040 - $7,737	128 Added 2.61%	5,035 $292,000
Q2 2020 Aug 05, 2020	BUY	$46.01 - $56.68 $10,720 - $13,206	233 Added 4.99%	4,907 $269,000
Q4 2019 Feb 03, 2020	SELL	$53.52 - $58.4 $223,767 - $244,170	-4,181 Reduced 47.22%	4,674 $271,000
Q3 2019 Oct 31, 2019	BUY	$52.61 - $55.45 $2,209 - $2,328	42 Added 0.48%	8,855 $486,000
Q2 2019 Aug 06, 2019	BUY	$52.38 - $55.24 $5,918 - $6,242	113 Added 1.3%	8,813 $486,000
Q1 2019 Apr 23, 2019	BUY	$47.96 - $53.89 $1,438 - $1,616	30 Added 0.35%	8,700 $466,000
Q4 2018 Jan 28, 2019	BUY	$47.04 - $54.74 $42,759 - $49,758	909 Added 11.71%	8,670 $421,000
Q3 2018 Nov 09, 2018	BUY	$52.65 - $55.0 $1,684 - $1,760	32 Added 0.41%	7,761 $424,000
Q2 2018 Jul 26, 2018	BUY	$52.7 - $54.7 $21,870 - $22,700	415 Added 5.67%	7,729 $413,000
Q1 2018 Apr 26, 2018	BUY	$52.32 - $56.92 $6,906 - $7,513	132 Added 1.84%	7,314 $391,000
Q4 2017 Jan 31, 2018	BUY	$53.61 - $55.82 $536 - $558	10 Added 0.14%	7,182 $387,000
Q3 2017 Oct 20, 2017	BUY	$53.19 - $53.58 $381,478 - $384,275	7,172	7,172 $384,000

Others Institutions Holding AOA

# of Institutions

371

Shares Held

10.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

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 Core Aggressive All Transaction History