Jfs Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 52,487 shares of IJT stock, worth $6.73 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

52,487

Previous 55,122 4.78%

Holding current value

$6.73 Million

Previous $7.46 Million 12.42%

% of portfolio

0.44%

Previous 0.51%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$121.0 - $142.28 $318,835 - $374,907	-2,635 Reduced 4.78%	52,487 $6.53 Million
Q4 2024 Jan 30, 2025	BUY	$134.53 - $150.65 $535,025 - $599,135	3,977 Added 7.78%	55,122 $7.46 Million
Q3 2024 Oct 25, 2024	BUY	$127.29 - $141.5 $399,436 - $444,027	3,138 Added 6.54%	51,145 $7.13 Million
Q2 2024 Jul 15, 2024	BUY	$121.57 - $132.2 $290,430 - $315,825	2,389 Added 5.24%	48,007 $6.17 Million
Q1 2024 Apr 30, 2024	BUY	$119.97 - $130.73 $1.09 Million - $1.19 Million	9,076 Added 24.84%	45,618 $5.96 Million
Q4 2023 Feb 07, 2024	BUY	$103.08 - $127.26 $637,240 - $786,721	6,182 Added 20.36%	36,542 $4.57 Million
Q3 2023 Nov 02, 2023	BUY	$108.37 - $120.85 $161,254 - $179,824	1,488 Added 5.15%	30,360 $3.33 Million
Q2 2023 Aug 07, 2023	BUY	$104.35 - $114.93 $222,995 - $245,605	2,137 Added 7.99%	28,872 $3.32 Million
Q1 2023 Apr 19, 2023	BUY	$105.46 - $120.16 $57,264 - $65,246	543 Added 2.07%	26,735 $2.94 Million
Q4 2022 Feb 13, 2023	SELL	$102.93 - $117.14 $280,175 - $318,855	-2,722 Reduced 9.41%	26,192 $2.83 Million
Q3 2022 Oct 21, 2022	BUY	$100.74 - $123.41 $88,046 - $107,860	874 Added 3.12%	28,914 $2.94 Million
Q2 2022 Aug 02, 2022	SELL	$101.11 - $126.58 $34,984 - $43,796	-346 Reduced 1.22%	28,040 $2.95 Million
Q1 2022 May 02, 2022	SELL	$119.16 - $140.17 $237,485 - $279,358	-1,993 Reduced 6.56%	28,386 $3.55 Million
Q4 2021 Feb 03, 2022	BUY	$130.52 - $143.62 $296,933 - $326,735	2,275 Added 8.09%	30,379 $4.22 Million
Q3 2021 Nov 09, 2021	BUY	$125.08 - $136.86 $3.51 Million - $3.84 Million	28,059 Added 62353.33%	28,104 $3.66 Million
Q2 2021 Aug 04, 2021	SELL	$122.71 - $133.56 $20,124 - $21,903	-164 Reduced 78.47%	45 $6,000
Q4 2020 Feb 01, 2021	BUY	$89.39 - $115.31 $9,385 - $12,107	105 Added 100.96%	209 $24,000
Q4 2018 Jan 28, 2019	SELL	$75.74 - $99.46 $2,120 - $2,784	-28 Reduced 21.21%	104 $17,000
Q3 2018 Nov 09, 2018	BUY	$95.58 - $104.54 $3,536 - $3,867	37 Added 38.95%	132 $27,000
Q3 2017 Oct 20, 2017	BUY	$79.86 - $82.25 $7,586 - $7,813	95	95 $16,000

Others Institutions Holding IJT

# of Institutions

792

Shares Held

27.6M

Call Options Held

5.3K

Put Options Held

4.22K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
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Jfs Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History