Jfs Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 688,561 shares of IJH stock, worth $44.2 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares

688,561

Previous 671,005 2.62%

Holding current value

$44.2 Million

Previous $39.3 Million 9.28%

% of portfolio

2.89%

Previous 3.1%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$57.32 - $62.65 $1.01 Million - $1.1 Million	17,556 Added 2.62%	688,561 $42.9 Million
Q2 2024 Jul 15, 2024	SELL	$56.43 - $60.79 $174,763 - $188,266	-3,097 Reduced 0.46%	671,005 $39.3 Million
Q1 2024 Apr 30, 2024	BUY	$56.98 - $284.98 $30.3 Million - $151 Million	531,324 Added 372.13%	674,102 $40.9 Million
Q4 2023 Feb 07, 2024	BUY	$232.04 - $279.85 $287,961 - $347,293	1,241 Added 0.88%	142,778 $39.6 Million
Q3 2023 Nov 02, 2023	BUY	$246.15 - $272.4 $516,668 - $571,767	2,099 Added 1.51%	141,537 $35.3 Million
Q2 2023 Aug 07, 2023	BUY	$240.22 - $261.48 $62,216 - $67,723	259 Added 0.19%	139,438 $36.5 Million
Q1 2023 Apr 19, 2023	SELL	$237.25 - $271.72 $552,555 - $632,835	-2,329 Reduced 1.65%	139,179 $34.8 Million
Q4 2022 Feb 13, 2023	BUY	$44.74 - $257.0 $38,744 - $222,562	866 Added 0.62%	141,508 $34.2 Million
Q3 2022 Oct 21, 2022	SELL	$43.85 - $263.28 $24,073 - $144,540	-549 Reduced 0.39%	140,642 $30.8 Million
Q2 2022 Aug 02, 2022	BUY	$219.07 - $270.08 $168,464 - $207,691	769 Added 0.55%	141,191 $31.9 Million
Q1 2022 May 02, 2022	BUY	$251.21 - $285.37 $466,245 - $529,646	1,856 Added 1.34%	140,422 $37.7 Million
Q4 2021 Feb 03, 2022	BUY	$265.81 - $290.54 $1.48 Million - $1.62 Million	5,573 Added 4.19%	138,566 $39.2 Million
Q3 2021 Nov 09, 2021	BUY	$256.44 - $277.04 $15.1 Million - $16.3 Million	58,965 Added 79.65%	132,993 $35 Million
Q2 2021 Aug 04, 2021	SELL	$260.21 - $276.38 $174,080 - $184,898	-669 Reduced 0.9%	74,028 $19.9 Million
Q1 2021 Apr 28, 2021	SELL	$226.3 - $267.93 $21,272 - $25,185	-94 Reduced 0.13%	74,697 $19.4 Million
Q4 2020 Feb 01, 2021	BUY	$187.77 - $230.69 $943,168 - $1.16 Million	5,023 Added 7.2%	74,791 $17.2 Million
Q3 2020 Oct 28, 2020	SELL	$174.43 - $196.49 $435,900 - $491,028	-2,499 Reduced 3.46%	69,768 $12.9 Million
Q2 2020 Aug 05, 2020	SELL	$133.18 - $194.42 $719,305 - $1.05 Million	-5,401 Reduced 6.95%	72,267 $12.9 Million
Q1 2020 Apr 29, 2020	SELL	$121.75 - $210.58 $339,926 - $587,939	-2,792 Reduced 3.47%	77,668 $11.2 Million
Q4 2019 Feb 03, 2020	SELL	$185.78 - $206.16 $57,220 - $63,497	-308 Reduced 0.38%	80,460 $16.6 Million
Q3 2019 Oct 31, 2019	SELL	$183.17 - $198.52 $780,487 - $845,893	-4,261 Reduced 5.01%	80,768 $15.6 Million
Q2 2019 Aug 06, 2019	SELL	$181.14 - $198.0 $1.04 Million - $1.13 Million	-5,716 Reduced 6.3%	85,029 $16.5 Million
Q1 2019 Apr 23, 2019	SELL	$162.83 - $193.4 $150,454 - $178,701	-924 Reduced 1.01%	90,745 $17.2 Million
Q4 2018 Jan 28, 2019	SELL	$156.48 - $199.76 $638,907 - $815,620	-4,083 Reduced 4.26%	91,669 $15.2 Million
Q3 2018 Nov 09, 2018	SELL	$194.86 - $204.98 $1.04 Million - $1.1 Million	-5,354 Reduced 5.3%	95,752 $19.3 Million
Q2 2018 Jul 26, 2018	SELL	$183.17 - $200.64 $167,417 - $183,384	-914 Reduced 0.9%	101,106 $19.7 Million
Q1 2018 Apr 26, 2018	SELL	$179.89 - $199.21 $392,519 - $434,676	-2,182 Reduced 2.09%	102,020 $19.1 Million
Q4 2017 Jan 31, 2018	BUY	$180.58 - $190.73 $156,201 - $164,981	865 Added 0.84%	104,202 $19.8 Million
Q3 2017 Oct 20, 2017	BUY	$176.74 - $178.9 $18.3 Million - $18.5 Million	103,337	103,337 $18.5 Million

Others Institutions Holding IJH

# of Institutions

2,452

Shares Held

1.05B

Call Options Held

598K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History