Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 6,150 shares of ICF stock, worth $378,409. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,150

Previous 6,473 4.99%

Holding current value

$378,409

Previous $398,000 5.53%

% of portfolio

0.02%

Previous 0.03%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$54.56 - $62.47 $17,622 - $20,177	-323 Reduced 4.99%	6,150 $376,000
Q1 2025 Apr 22, 2025	SELL	$57.98 - $63.8 $9,392 - $10,335	-162 Reduced 2.44%	6,473 $398,000
Q3 2024 Oct 25, 2024	SELL	$56.77 - $67.33 $24,127 - $28,615	-425 Reduced 6.02%	6,635 $437,000
Q2 2024 Jul 15, 2024	BUY	$52.54 - $57.29 $34,834 - $37,983	663 Added 10.36%	7,060 $404,000
Q4 2023 Feb 07, 2024	SELL	$47.45 - $59.42 $81,186 - $101,667	-1,711 Reduced 21.1%	6,397 $375,000
Q3 2023 Nov 02, 2023	SELL	$49.48 - $57.6 $48,985 - $57,024	-990 Reduced 10.88%	8,108 $406,000
Q2 2023 Aug 07, 2023	SELL	$51.82 - $55.73 $3,368 - $3,622	-65 Reduced 0.71%	9,098 $505,000
Q1 2023 Apr 19, 2023	SELL	$51.21 - $61.91 $9,781 - $11,824	-191 Reduced 2.04%	9,163 $508,000
Q4 2022 Feb 13, 2023	SELL	$50.15 - $58.03 $11,033 - $12,766	-220 Reduced 2.3%	9,354 $512,000
Q3 2022 Oct 21, 2022	SELL	$53.07 - $67.74 $689 - $880	-13 Reduced 0.14%	9,574 $514,000
Q2 2022 Aug 02, 2022	SELL	$57.32 - $74.48 $12,266 - $15,938	-214 Reduced 2.18%	9,587 $583,000
Q1 2022 May 02, 2022	SELL	$64.57 - $75.32 $23,503 - $27,416	-364 Reduced 3.58%	9,801 $696,000
Q4 2021 Feb 03, 2022	SELL	$65.59 - $76.08 $138,394 - $160,528	-2,110 Reduced 17.19%	10,165 $773,000
Q3 2021 Nov 09, 2021	SELL	$65.42 - $71.71 $38,924 - $42,667	-595 Reduced 4.62%	12,275 $803,000
Q2 2021 Aug 04, 2021	SELL	$58.78 - $67.05 $14,283 - $16,293	-243 Reduced 1.85%	12,870 $841,000
Q1 2021 Apr 28, 2021	SELL	$51.49 - $58.47 $4,119 - $4,677	-80 Reduced 0.61%	13,113 $758,000
Q4 2020 Feb 01, 2021	BUY	$49.12 - $55.49 $351,650 - $397,252	7,159 Added 118.64%	13,193 $711,000
Q3 2020 Oct 28, 2020	BUY	$49.13 - $53.95 $21,764 - $23,899	443 Added 7.92%	6,034 $616,000
Q2 2020 Aug 05, 2020	BUY	$42.79 - $55.37 $25,331 - $32,779	592 Added 11.84%	5,591 $564,000
Q1 2020 Apr 29, 2020	BUY	$37.65 - $62.99 $5,383 - $9,007	143 Added 2.94%	4,999 $458,000
Q4 2019 Feb 03, 2020	SELL	$56.25 - $61.04 $281 - $305	-5 Reduced 0.1%	4,856 $568,000
Q3 2019 Oct 31, 2019	BUY	$56.22 - $60.71 $40,534 - $43,771	721 Added 17.42%	4,861 $583,000
Q2 2019 Aug 06, 2019	BUY	$53.96 - $58.5 $2,266 - $2,457	42 Added 1.02%	4,140 $466,000
Q1 2019 Apr 23, 2019	BUY	$46.65 - $55.74 $7,650 - $9,141	164 Added 4.17%	4,098 $456,000
Q4 2018 Jan 28, 2019	BUY	$46.0 - $53.03 $1,472 - $1,696	32 Added 0.82%	3,934 $376,000
Q3 2018 Nov 09, 2018	SELL	$49.14 - $51.92 $8,206 - $8,670	-167 Reduced 4.1%	3,902 $391,000
Q2 2018 Jul 26, 2018	SELL	$45.42 - $49.94 $23,572 - $25,918	-519 Reduced 11.31%	4,069 $406,000
Q1 2018 Apr 26, 2018	BUY	$44.28 - $50.38 $2,346 - $2,670	53 Added 1.17%	4,588 $428,000
Q4 2017 Jan 31, 2018	BUY	$49.45 - $52.01 $9,840 - $10,349	199 Added 4.59%	4,535 $459,000
Q3 2017 Oct 20, 2017	BUY	$49.89 - $50.38 $216,323 - $218,447	4,336	4,336 $436,000

Others Institutions Holding ICF

# of Institutions

393

Shares Held

22.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker ICF
Sector ETFs
Industry ETFs

More about ICF

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 Transaction History