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

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

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 51,145 shares of IJT stock, worth $7.48 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

51,145

Previous 48,007 6.54%

Holding current value

$7.48 Million

Previous $6.17 Million 15.72%

% of portfolio

0.48%

Previous 0.49%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

755

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

More about IJT

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 Small Cap 600 Grow Transaction History