Jfs Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 91,844 shares of IJK stock, worth $8.83 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

91,844

Previous 89,902 2.16%

Holding current value

$8.83 Million

Previous $7.92 Million 6.59%

% of portfolio

0.57%

Previous 0.63%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$84.81 - $93.54 $164,701 - $181,654	1,942 Added 2.16%	91,844 $8.44 Million
Q2 2024 Jul 15, 2024	BUY	$84.85 - $91.12 $89,431 - $96,040	1,054 Added 1.19%	89,902 $7.92 Million
Q1 2024 Apr 30, 2024	BUY	$76.81 - $91.25 $1.22 Million - $1.45 Million	15,851 Added 21.71%	88,848 $8.11 Million
Q4 2023 Feb 07, 2024	BUY	$67.78 - $80.04 $803,870 - $949,274	11,860 Added 19.4%	72,997 $5.78 Million
Q3 2023 Nov 02, 2023	BUY	$71.48 - $77.94 $164,189 - $179,028	2,297 Added 3.9%	61,137 $4.42 Million
Q2 2023 Aug 07, 2023	BUY	$69.13 - $75.0 $311,361 - $337,800	4,504 Added 8.29%	58,840 $4.41 Million
Q1 2023 Apr 19, 2023	BUY	$67.77 - $74.78 $59,027 - $65,133	871 Added 1.63%	54,336 $3.89 Million
Q4 2022 Feb 13, 2023	SELL	$63.9 - $72.95 $210,358 - $240,151	-3,292 Reduced 5.8%	53,465 $3.65 Million
Q3 2022 Oct 21, 2022	BUY	$62.35 - $75.79 $18,954 - $23,040	304 Added 0.54%	56,757 $3.58 Million
Q2 2022 Aug 02, 2022	SELL	$61.85 - $78.06 $4,824 - $6,088	-78 Reduced 0.14%	56,453 $3.6 Million
Q1 2022 May 02, 2022	SELL	$72.34 - $85.19 $210,726 - $248,158	-2,913 Reduced 4.9%	56,531 $4.37 Million
Q4 2021 Feb 03, 2022	BUY	$79.13 - $87.9 $10,366 - $11,514	131 Added 0.22%	59,444 $5.07 Million
Q3 2021 Nov 09, 2021	BUY	$77.71 - $83.6 $4.61 Million - $4.96 Million	59,297 Added 370606.25%	59,313 $4.7 Million
Q2 2021 Aug 04, 2021	BUY	$77.05 - $83.36 $1,232 - $1,333	16 New	16 $1,000

Others Institutions Holding IJK

# of Institutions

918

Shares Held

75.1M

Call Options Held

2.7K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History