Jfs Wealth Advisors, LLC Ishares Inc Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 250 shares of EPP stock, worth $11,442. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Previous 250 -0.0%

Holding current value

$11,442

Previous $10,000 10.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$40.47 - $43.52 $80 - $87	-2 Reduced 0.79%	250 $10,000
Q4 2023 Feb 07, 2024	BUY	$38.16 - $43.56 $76 - $87	2 Added 0.8%	252 $10,000
Q2 2023 Aug 07, 2023	SELL	$41.32 - $44.93 $1,280 - $1,392	-31 Reduced 11.03%	250 $10,000
Q1 2023 Apr 19, 2023	BUY	$41.85 - $47.48 $1,297 - $1,471	31 Added 12.4%	281 $12,000
Q1 2022 May 02, 2022	BUY	$44.96 - $49.95 $11,240 - $12,487	250 New	250 $12,000
Q2 2021 Aug 04, 2021	SELL	$50.7 - $53.97 $19,266 - $20,508	-380 Closed	0 $0
Q4 2020 Feb 01, 2021	SELL	$40.25 - $48.1 $3,220 - $3,848	-80 Reduced 17.39%	380 $18,000
Q3 2020 Oct 28, 2020	BUY	$40.07 - $42.95 $3,205 - $3,436	80 Added 21.05%	460 $19,000
Q3 2017 Oct 20, 2017	BUY	$46.06 - $46.24 $17,502 - $17,571	380	380 $18,000

Others Institutions Holding EPP

# of Institutions

201

Shares Held

31.3M

Call Options Held

2.5K

Put Options Held

4.1K

View Full List

About ISHARES INC

Ticker EPP
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Inc Transaction History