A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,537 shares of ICLN stock, worth $18,966. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,537
Previous 1,537 -0.0%
Holding current value
$18,966
Previous $20,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

SELL
$14.59 - $19.04 $5,690 - $7,425
-390 Reduced 20.24%
1,537 $22,000
Q1 2023

Apr 19, 2023

SELL
$18.32 - $21.36 $9,160 - $10,680
-500 Reduced 20.6%
1,927 $38,000
Q3 2022

Oct 21, 2022

SELL
$18.81 - $23.61 $15,480 - $19,431
-823 Reduced 25.32%
2,427 $46,000
Q4 2021

Feb 03, 2022

SELL
$20.44 - $25.79 $17,169 - $21,663
-840 Reduced 20.54%
3,250 $69,000
Q3 2021

Nov 09, 2021

BUY
$21.65 - $23.79 $10,825 - $11,895
500 Added 13.93%
4,090 $89,000
Q1 2021

Apr 28, 2021

BUY
$22.27 - $33.41 $15,366 - $23,052
690 Added 23.79%
3,590 $87,000
Q4 2020

Feb 01, 2021

BUY
$19.08 - $28.29 $2,861 - $4,243
150 Added 5.45%
2,900 $82,000
Q2 2020

Aug 05, 2020

BUY
$9.19 - $12.96 $25,272 - $35,640
2,750 New
2,750 $34,000

Others Institutions Holding ICLN

About ISHARES


  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.