Jfs Wealth Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,019 shares of AOM stock, worth $219,932. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,019

Previous 4,930 1.81%

Holding current value

$219,932

Previous $222,000 1.8%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$43.44 - $45.05 $3,866 - $4,009	89 Added 1.81%	5,019 $218,000
Q3 2024 Oct 25, 2024	BUY	$42.66 - $45.18 $1,621 - $1,716	38 Added 0.78%	4,930 $222,000
Q2 2024 Jul 15, 2024	SELL	$41.17 - $43.25 $32,647 - $34,297	-793 Reduced 13.95%	4,892 $210,000
Q1 2024 Apr 30, 2024	SELL	$40.86 - $42.78 $32,320 - $33,838	-791 Reduced 12.21%	5,685 $243,000
Q4 2023 Feb 07, 2024	BUY	$37.83 - $41.78 $1,286 - $1,420	34 Added 0.53%	6,476 $268,000
Q3 2023 Nov 02, 2023	SELL	$38.81 - $40.84 $4,773 - $5,023	-123 Reduced 1.87%	6,442 $250,000
Q2 2023 Aug 07, 2023	BUY	$39.32 - $40.55 $4,600 - $4,744	117 Added 1.81%	6,565 $265,000
Q1 2023 Apr 19, 2023	BUY	$38.2 - $40.45 $48,705 - $51,573	1,275 Added 24.65%	6,448 $257,000
Q4 2022 Feb 13, 2023	BUY	$36.07 - $39.57 $4,328 - $4,748	120 Added 2.37%	5,173 $196,000
Q1 2022 May 02, 2022	BUY	$41.74 - $45.45 $164,205 - $178,800	3,934 Added 351.56%	5,053 $217,000
Q2 2021 Aug 04, 2021	SELL	$43.8 - $45.14 $4,949 - $5,100	-113 Reduced 9.17%	1,119 $50,000
Q2 2019 Aug 06, 2019	BUY	$37.75 - $39.08 $19,630 - $20,321	520 Added 73.03%	1,232 $48,000
Q1 2019 Apr 23, 2019	BUY	$35.53 - $38.06 $1,065 - $1,141	30 Added 4.4%	712 $27,000
Q4 2018 Jan 28, 2019	SELL	$35.24 - $37.92 $1,902 - $2,047	-54 Reduced 7.34%	682 $24,000
Q3 2018 Nov 09, 2018	SELL	$37.2 - $38.08 $93,632 - $95,847	-2,517 Reduced 77.37%	736 $28,000
Q2 2018 Jul 26, 2018	BUY	$37.34 - $37.89 $93,984 - $95,369	2,517 Added 341.98%	3,253 $122,000
Q1 2018 Apr 26, 2018	SELL	$37.16 - $39.0 $27,349 - $28,704	-736 Reduced 50.0%	736 $28,000
Q4 2017 Jan 31, 2018	BUY	$37.87 - $38.74 $27,985 - $28,628	739 Added 100.82%	1,472 $56,000
Q3 2017 Oct 20, 2017	BUY	$37.81 - $37.97 $27,714 - $27,832	733	733 $28,000

Others Institutions Holding AOM

# of Institutions

278

Shares Held

14.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Jfs Wealth Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History