Jfs Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Jfs Wealth Advisors, LLC

  • $1.69 Billion
  • Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 53,418 shares of IWD stock, worth $10.9 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
53,418
Previous 48,025 11.23%
Holding current value
$10.9 Million
Previous $9.33 Million 16.6%
% of portfolio
0.64%
Previous 0.6%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$192.76 - $203.86 $1.04 Million - $1.1 Million
5,393 Added 11.23%
53,418 $10.9 Million
Q2 2025

Jul 24, 2025
BUY
$166.82 - $194.23 $324,464 - $377,777
1,945 Added 4.22%
48,025 $9.33 Million
Q1 2025

Apr 22, 2025
SELL
$182.82 - $196.21 $5,301 - $5,690
-29 Reduced 0.06%
46,080 $8.67 Million
Q4 2024

Jan 30, 2025
SELL
$183.23 - $199.79 $351,618 - $383,397
-1,919 Reduced 4.0%
46,109 $8.54 Million
Q3 2024

Oct 25, 2024
SELL
$173.36 - $189.8 $345,853 - $378,651
-1,995 Reduced 3.99%
48,028 $9.12 Million
Q2 2024

Jul 15, 2024
BUY
$169.4 - $179.05 $26,087 - $27,573
154 Added 0.31%
50,023 $8.73 Million
Q1 2024

Apr 30, 2024
BUY
$161.84 - $179.11 $370,937 - $410,520
2,292 Added 4.82%
49,869 $8.93 Million
Q4 2023

Feb 07, 2024
BUY
$143.69 - $165.7 $151,449 - $174,647
1,054 Added 2.27%
47,577 $7.86 Million
Q3 2023

Nov 02, 2023
BUY
$151.73 - $163.56 $455 - $490
3 Added 0.01%
46,523 $7.06 Million
Q2 2023

Aug 07, 2023
BUY
$148.55 - $157.83 $91,061 - $96,749
613 Added 1.34%
46,520 $7.34 Million
Q1 2023

Apr 19, 2023
BUY
$145.2 - $161.56 $193,406 - $215,197
1,332 Added 2.99%
45,907 $6.99 Million
Q4 2022

Feb 13, 2023
SELL
$136.78 - $158.99 $917,109 - $1.07 Million
-6,705 Reduced 13.08%
44,575 $6.76 Million
Q3 2022

Oct 21, 2022
BUY
$135.99 - $161.15 $332,223 - $393,689
2,443 Added 5.0%
51,280 $6.97 Million
Q2 2022

Aug 02, 2022
SELL
$140.99 - $168.41 $92,630 - $110,645
-657 Reduced 1.33%
48,837 $7.08 Million
Q1 2022

May 02, 2022
SELL
$157.15 - $170.51 $85,332 - $92,586
-543 Reduced 1.09%
49,494 $8.22 Million
Q4 2021

Feb 03, 2022
BUY
$157.12 - $168.08 $135,751 - $145,221
864 Added 1.76%
50,037 $8.4 Million
Q3 2021

Nov 09, 2021
BUY
$154.62 - $164.07 $5.99 Million - $6.36 Million
38,738 Added 371.23%
49,173 $7.7 Million
Q2 2021

Aug 04, 2021
SELL
$152.86 - $162.4 $4,432 - $4,709
-29 Reduced 0.28%
10,435 $1.66 Million
Q1 2021

Apr 28, 2021
SELL
$134.89 - $153.0 $28,731 - $32,589
-213 Reduced 1.99%
10,464 $1.59 Million
Q4 2020

Feb 01, 2021
BUY
$115.84 - $136.73 $28,612 - $33,772
247 Added 2.37%
10,677 $1.46 Million
Q3 2020

Oct 28, 2020
BUY
$111.27 - $124.26 $192,942 - $215,466
1,734 Added 19.94%
10,430 $1.23 Million
Q2 2020

Aug 05, 2020
SELL
$94.52 - $125.14 $28,261 - $37,416
-299 Reduced 3.32%
8,696 $979,000
Q1 2020

Apr 29, 2020
BUY
$85.17 - $138.52 $13,542 - $22,024
159 Added 1.8%
8,995 $892,000
Q4 2019

Feb 03, 2020
SELL
$123.85 - $136.67 $46,815 - $51,661
-378 Reduced 4.1%
8,836 $1.21 Million
Q3 2019

Oct 31, 2019
SELL
$127.92 - $130.25 $255 - $260
-2 Reduced 0.02%
9,214 $1.18 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-133 Reduced 1.42%
9,216 $1.17 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-494 Reduced 5.02%
9,349 $1.16 Million
Q4 2018

Jan 28, 2019
BUY
N/A
304 Added 3.19%
9,843 $1.09 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-475 Reduced 4.74%
9,539 $1.21 Million
Q4 2017

Jan 31, 2018
BUY
N/A
475 Added 4.98%
10,014 $1.25 Million
Q3 2017

Oct 20, 2017
BUY
N/A
9,539
9,539 $1.13 Million

Others Institutions Holding IWD

# of Institutions
1,993
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email