Jfs Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$55.21 - $57.77 $188,597 - $197,342	-3,416 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$55.25 - $57.29 $939 - $973	17 Added 0.5%	3,416 $189,000
Q2 2021 Aug 04, 2021	BUY	$54.04 - $56.17 $378 - $393	7 Added 0.21%	3,399 $190,000
Q4 2020 Feb 01, 2021	SELL	$47.5 - $52.36 $25,840 - $28,483	-544 Reduced 13.82%	3,392 $177,000
Q3 2020 Oct 28, 2020	SELL	$46.46 - $50.06 $603 - $650	-13 Reduced 0.33%	3,936 $191,000
Q2 2020 Aug 05, 2020	BUY	$40.37 - $47.5 $726 - $855	18 Added 0.46%	3,949 $183,000
Q1 2020 Apr 29, 2020	SELL	$37.67 - $48.89 $1,582 - $2,053	-42 Reduced 1.06%	3,931 $163,000
Q4 2019 Feb 03, 2020	BUY	$45.15 - $48.12 $2,257 - $2,406	50 Added 1.27%	3,973 $190,000
Q3 2019 Oct 31, 2019	BUY	$45.85 - $46.22 $1,650 - $1,663	36 Added 0.93%	3,923 $181,000
Q2 2019 Aug 06, 2019	SELL	N/A	-264 Reduced 6.36%	3,887 $179,000
Q1 2019 Apr 23, 2019	BUY	N/A	32 Added 0.78%	4,151 $186,000
Q4 2018 Jan 28, 2019	SELL	N/A	-11,015 Reduced 72.78%	4,119 $170,000
Q3 2018 Nov 09, 2018	SELL	N/A	-1,660 Reduced 9.88%	15,134 $683,000
Q2 2018 Jul 26, 2018	BUY	N/A	814 Added 5.09%	16,794 $745,000
Q1 2018 Apr 26, 2018	SELL	N/A	-8,251 Reduced 34.05%	15,980 $712,000
Q4 2017 Jan 31, 2018	BUY	N/A	664 Added 2.82%	24,231 $1.09 Million
Q3 2017 Oct 20, 2017	BUY	N/A	23,567	23,567 $1.06 Million

Others Institutions Holding AOR

# of Institutions

365

Shares Held

14.4M

Call Options Held

4K

Put Options Held

0

About ISHARES TR CORE GROWTH ALLOCAT

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