Jfs Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 10,469 shares of IUSV stock, worth $1.04 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,469

Previous 10,469 -0.0%

Holding current value

$1.04 Million

Previous $922,000 8.35%

% of portfolio

0.07%

Previous 0.07%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 19, 2023	SELL	$70.21 - $77.86 $21,133 - $23,435	-301 Reduced 2.79%	10,469 $772,000
Q3 2022 Oct 21, 2022	SELL	$62.61 - $73.64 $2,316 - $2,724	-37 Reduced 0.34%	10,770 $674,000
Q1 2022 May 02, 2022	BUY	$71.81 - $77.49 $133,279 - $143,821	1,856 Added 20.74%	10,807 $820,000
Q3 2021 Nov 09, 2021	BUY	$69.93 - $74.13 $625,943 - $663,537	8,951 New	8,951 $634,000

Others Institutions Holding IUSV

# of Institutions

729

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

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 Core S&P U.S. Value Et Transaction History