Jfs Wealth Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 81,403 shares of IJS stock, worth $8.47 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

81,403

Previous 84,784 3.99%

Holding current value

$8.47 Million

Previous $8.26 Million 2.01%

% of portfolio

0.52%

Previous 0.56%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$83.54 - $100.04 $282,448 - $338,235	-3,381 Reduced 3.99%	81,403 $8.1 Million
Q1 2025 Apr 22, 2025	SELL	$96.3 - $112.23 $418,038 - $487,190	-4,341 Reduced 4.87%	84,784 $8.26 Million
Q4 2024 Jan 30, 2025	SELL	$104.59 - $118.05 $390,852 - $441,152	-3,737 Reduced 4.02%	89,125 $9.68 Million
Q3 2024 Oct 25, 2024	SELL	$95.81 - $109.03 $276,603 - $314,769	-2,887 Reduced 3.02%	92,862 $10 Million
Q2 2024 Jul 15, 2024	SELL	$94.12 - $102.13 $299,019 - $324,467	-3,177 Reduced 3.21%	95,749 $9.31 Million
Q1 2024 Apr 30, 2024	BUY	$95.88 - $102.78 $837,895 - $898,194	8,739 Added 9.69%	98,926 $10.2 Million
Q4 2023 Feb 07, 2024	SELL	$82.1 - $104.53 $19,129 - $24,355	-233 Reduced 0.26%	90,187 $9.3 Million
Q3 2023 Nov 02, 2023	SELL	$87.64 - $100.82 $81,242 - $93,460	-927 Reduced 1.01%	90,420 $8.07 Million
Q2 2023 Aug 07, 2023	BUY	$87.59 - $95.56 $121,574 - $132,637	1,388 Added 1.54%	91,347 $8.69 Million
Q1 2023 Apr 19, 2023	SELL	$88.82 - $106.56 $156,234 - $187,439	-1,759 Reduced 1.92%	89,959 $8.42 Million
Q4 2022 Feb 13, 2023	SELL	$84.57 - $97.98 $809,334 - $937,668	-9,570 Reduced 9.45%	91,718 $8.37 Million
Q3 2022 Oct 21, 2022	SELL	$82.45 - $101.32 $230,530 - $283,290	-2,796 Reduced 2.69%	101,288 $8.35 Million
Q2 2022 Aug 02, 2022	SELL	$86.2 - $103.37 $64,132 - $76,907	-744 Reduced 0.71%	104,084 $9.27 Million
Q1 2022 May 02, 2022	BUY	$97.08 - $107.22 $7.94 Million - $8.77 Million	81,834 Added 355.89%	104,828 $10.7 Million
Q4 2021 Feb 03, 2022	BUY	$99.12 - $110.76 $291,710 - $325,966	2,943 Added 14.68%	22,994 $2.4 Million
Q3 2021 Nov 09, 2021	BUY	$96.17 - $106.29 $1.93 Million - $2.13 Million	20,031 Added 100155.0%	20,051 $2.02 Million
Q2 2021 Aug 04, 2021	SELL	$99.12 - $110.44 $27,951 - $31,144	-282 Reduced 93.38%	20 $2,000
Q4 2020 Feb 01, 2021	BUY	$62.11 - $81.5 $9,378 - $12,306	151 Added 100.0%	302 $25,000
Q4 2018 Jan 28, 2019	SELL	N/A	-30 Reduced 16.57%	151 $20,000
Q3 2018 Nov 09, 2018	BUY	N/A	40 Added 28.37%	181 $30,000
Q3 2017 Oct 20, 2017	BUY	N/A	141	141 $21,000

Others Institutions Holding IJS

# of Institutions

900

Shares Held

40.8M

Call Options Held

17.8K

Put Options Held

8.7K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
Sector ETFs
Industry ETFs

More about IJS

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 S&P Smallcap 600 Value Transaction History