Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 306,572 shares of IEFA stock, worth $22.1 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

306,572

Previous 286,077 7.16%

Holding current value

$22.1 Million

Previous $20.8 Million 15.14%

% of portfolio

1.61%

Previous 1.64%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$70.09 - $78.74 $1.44 Million - $1.61 Million	20,495 Added 7.16%	306,572 $23.9 Million
Q2 2024 Jul 15, 2024	BUY	$70.77 - $76.19 $31,209 - $33,599	441 Added 0.15%	286,077 $20.8 Million
Q1 2024 Apr 30, 2024	BUY	$68.14 - $74.43 $1.03 Million - $1.12 Million	15,051 Added 5.56%	285,636 $21.2 Million
Q4 2023 Feb 07, 2024	BUY	$61.3 - $70.47 $2.83 Million - $3.25 Million	46,097 Added 20.53%	270,585 $19 Million
Q3 2023 Nov 02, 2023	BUY	$64.04 - $69.58 $1.58 Million - $1.72 Million	24,679 Added 12.35%	224,488 $14.4 Million
Q2 2023 Aug 07, 2023	BUY	$66.03 - $69.1 $792,690 - $829,545	12,005 Added 6.39%	199,809 $13.5 Million
Q1 2023 Apr 19, 2023	BUY	$62.17 - $67.7 $424,372 - $462,120	6,826 Added 3.77%	187,804 $12.6 Million
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $1.87 Million - $2.28 Million	35,763 Added 24.63%	180,978 $11.2 Million
Q3 2022 Oct 21, 2022	BUY	$52.32 - $63.1 $835,288 - $1.01 Million	15,965 Added 12.35%	145,215 $7.65 Million
Q2 2022 Aug 02, 2022	BUY	$57.91 - $70.46 $301,132 - $366,391	5,200 Added 4.19%	129,250 $7.61 Million
Q1 2022 May 02, 2022	SELL	$63.26 - $75.48 $922,267 - $1.1 Million	-14,579 Reduced 10.52%	124,050 $8.62 Million
Q4 2021 Feb 03, 2022	BUY	$72.36 - $77.76 $941,403 - $1.01 Million	13,010 Added 10.36%	138,629 $10.3 Million
Q3 2021 Nov 09, 2021	BUY	$72.98 - $78.2 $6.98 Million - $7.48 Million	95,688 Added 319.7%	125,619 $9.33 Million
Q2 2021 Aug 04, 2021	BUY	$73.11 - $77.88 $71,062 - $75,699	972 Added 3.36%	29,931 $2.24 Million
Q1 2021 Apr 28, 2021	BUY	$68.58 - $73.12 $134,211 - $143,095	1,957 Added 7.25%	28,959 $2.09 Million
Q4 2020 Feb 01, 2021	BUY	$58.13 - $69.71 $29,704 - $35,621	511 Added 1.93%	27,002 $1.87 Million
Q3 2020 Oct 28, 2020	BUY	$57.43 - $62.28 $152,936 - $165,851	2,663 Added 11.18%	26,491 $1.6 Million
Q2 2020 Aug 05, 2020	BUY	$47.43 - $60.75 $245,782 - $314,806	5,182 Added 27.79%	23,828 $1.36 Million
Q1 2020 Apr 29, 2020	SELL	$43.31 - $66.12 $156,608 - $239,089	-3,616 Reduced 16.24%	18,646 $930,000
Q4 2019 Feb 03, 2020	BUY	$59.36 - $65.51 $229,070 - $252,803	3,859 Added 20.97%	22,262 $1.45 Million
Q3 2019 Oct 31, 2019	BUY	$57.44 - $62.42 $8,501 - $9,238	148 Added 0.81%	18,403 $1.12 Million
Q2 2019 Aug 06, 2019	BUY	$59.39 - $62.73 $36,999 - $39,080	623 Added 3.53%	18,255 $1.12 Million
Q1 2019 Apr 23, 2019	BUY	$54.44 - $61.46 $306,007 - $345,466	5,621 Added 46.8%	17,632 $1.07 Million
Q4 2018 Jan 28, 2019	BUY	$53.06 - $64.19 $395,774 - $478,793	7,459 Added 163.86%	12,011 $661,000
Q3 2018 Nov 09, 2018	BUY	$61.82 - $65.16 $62,500 - $65,876	1,011 Added 28.55%	4,552 $292,000
Q2 2018 Jul 26, 2018	BUY	$62.74 - $67.79 $5,897 - $6,372	94 Added 2.73%	3,541 $224,000
Q1 2018 Apr 26, 2018	BUY	$64.18 - $70.84 $29,394 - $32,444	458 Added 15.32%	3,447 $227,000
Q4 2017 Jan 31, 2018	BUY	$64.09 - $66.44 $106,517 - $110,423	1,662 Added 125.24%	2,989 $198,000
Q3 2017 Oct 20, 2017	BUY	$62.19 - $64.17 $82,526 - $85,153	1,327	1,327 $85,000

Others Institutions Holding IEFA

# of Institutions

1,991

Shares Held

1.43B

Call Options Held

132K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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