Jfs Wealth Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$46.0 - $47.56 $552 - $570	12 Added 1.11%	1,093 $51,000
Q3 2023 Nov 02, 2023	BUY	$46.26 - $46.9 $50,007 - $50,698	1,081 New	1,081 $50,000
Q4 2019 Feb 03, 2020	SELL	$50.24 - $50.61 $530,383 - $534,289	-10,557 Closed	0 $0
Q3 2019 Oct 31, 2019	BUY	$50.22 - $50.52 $903 - $909	18 Added 0.17%	10,557 $533,000
Q2 2019 Aug 06, 2019	BUY	N/A	959 Added 10.01%	10,539 $531,000
Q1 2019 Apr 23, 2019	SELL	N/A	-2,724 Reduced 22.14%	9,580 $478,000
Q4 2018 Jan 28, 2019	BUY	N/A	4,816 Added 64.32%	12,304 $604,000
Q3 2018 Nov 09, 2018	BUY	N/A	2,237 Added 42.6%	7,488 $367,000
Q2 2018 Jul 26, 2018	BUY	N/A	2,360 Added 81.63%	5,251 $258,000
Q1 2018 Apr 26, 2018	BUY	N/A	2,470 Added 586.7%	2,891 $143,000
Q4 2017 Jan 31, 2018	BUY	N/A	421	421 $21,000

Others Institutions Holding ISTB

# of Institutions

389

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$489 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$231 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$150 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.2 Million
0.0% of portfolio

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