Jfs Wealth Advisors, LLC Ishares Tr Ishares Core Msci P Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 28, 2019	SELL	N/A	-103 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	103 New	103 $6,000

Others Institutions Holding IPAC

# of Institutions

141

Shares Held

26.2M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.9M
Shares

$495 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$401 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$87.8 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$71.8 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$60.1 Million
0.01% of portfolio

About ISHARES TR ISHARES CORE MSCI P

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