Jfs Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 161,030 shares of IVW stock, worth $17.2 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

161,030

Previous 176,069 8.54%

Holding current value

$17.2 Million

Previous $16.9 Million 3.02%

% of portfolio

1.12%

Previous 1.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$94.43 - $105.47 $1.42 Million - $1.59 Million	-15,039 Reduced 8.54%	161,030 $16.3 Million
Q3 2024 Oct 25, 2024	BUY	$84.77 - $97.13 $645,947 - $740,130	7,620 Added 4.52%	176,069 $16.9 Million
Q2 2024 Jul 15, 2024	BUY	$79.31 - $93.31 $2.94 Million - $3.46 Million	37,122 Added 28.27%	168,449 $15.6 Million
Q1 2024 Apr 30, 2024	SELL	$72.87 - $85.14 $184,871 - $216,000	-2,537 Reduced 1.9%	131,327 $11.1 Million
Q4 2023 Feb 07, 2024	SELL	$65.78 - $75.4 $296,602 - $339,978	-4,509 Reduced 3.26%	133,864 $10.1 Million
Q3 2023 Nov 02, 2023	SELL	$68.05 - $72.66 $196,256 - $209,551	-2,884 Reduced 2.04%	138,373 $9.47 Million
Q2 2023 Aug 07, 2023	SELL	$63.21 - $70.48 $160,363 - $178,807	-2,537 Reduced 1.76%	141,257 $9.96 Million
Q1 2023 Apr 19, 2023	SELL	$57.25 - $63.89 $57,708 - $64,401	-1,008 Reduced 0.7%	143,794 $9.19 Million
Q4 2022 Feb 13, 2023	BUY	$56.73 - $63.56 $842,213 - $943,611	14,846 Added 11.42%	144,802 $8.47 Million
Q3 2022 Oct 21, 2022	BUY	$57.85 - $71.43 $253,845 - $313,434	4,388 Added 3.49%	129,956 $7.52 Million
Q2 2022 Aug 02, 2022	BUY	$58.13 - $77.8 $672,157 - $899,601	11,563 Added 10.14%	125,568 $7.58 Million
Q1 2022 May 02, 2022	BUY	$68.33 - $84.32 $1.3 Million - $1.6 Million	18,990 Added 19.99%	114,005 $8.71 Million
Q4 2021 Feb 03, 2022	BUY	$73.18 - $84.81 $1.82 Million - $2.11 Million	24,890 Added 35.49%	95,015 $7.95 Million
Q3 2021 Nov 09, 2021	BUY	$72.99 - $79.0 $4.88 Million - $5.28 Million	66,894 Added 2070.38%	70,125 $5.18 Million
Q2 2021 Aug 04, 2021	BUY	$65.96 - $72.81 $50,459 - $55,699	765 Added 31.02%	3,231 $235,000
Q4 2020 Feb 01, 2021	BUY	$56.17 - $63.82 $103,914 - $118,067	1,850 Added 300.32%	2,466 $157,000
Q2 2019 Aug 06, 2019	SELL	$41.95 - $45.26 $1,426 - $1,538	-34 Reduced 5.23%	616 $110,000
Q4 2018 Jan 28, 2019	SELL	$35.15 - $44.43 $2,249 - $2,843	-64 Reduced 8.96%	650 $98,000
Q2 2018 Jul 26, 2018	SELL	$37.83 - $42.01 $5,220 - $5,797	-138 Reduced 16.2%	714 $116,000
Q3 2017 Oct 20, 2017	BUY	$35.46 - $35.85 $30,211 - $30,544	852	852 $122,000

Others Institutions Holding IVW

# of Institutions

1,999

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Jfs Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History