Jfs Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Jfs Wealth Advisors, LLC
- $1.69 Billion
- Q3 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 202,607 shares of IWB stock, worth $74.5 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
202,607
Previous 206,774
2.02%
Holding current value
$74.5 Million
Previous $70.2 Million
5.46%
% of portfolio
4.37%
Previous 4.5%
Shares
33 transactions
Others Institutions Holding IWB
# of Institutions
1,622Shares Held
98.5MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio