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

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 90,911 shares of IWF stock, worth $37.7 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

90,911

Previous 88,023 3.28%

Holding current value

$37.7 Million

Previous $33 Million 10.49%

% of portfolio

2.5%

Previous 2.22%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$370.24 - $418.94 $1.07 Million - $1.21 Million	2,888 Added 3.28%	90,911 $36.5 Million
Q3 2024 Oct 25, 2024	BUY	$332.02 - $382.76 $350,613 - $404,194	1,056 Added 1.21%	88,023 $33 Million
Q2 2024 Jul 15, 2024	SELL	$316.15 - $367.33 $191,270 - $222,234	-605 Reduced 0.69%	86,967 $31.7 Million
Q1 2024 Apr 30, 2024	BUY	$294.43 - $339.01 $3.69 Million - $4.25 Million	12,548 Added 16.73%	87,572 $29.5 Million
Q4 2023 Feb 07, 2024	BUY	$256.94 - $304.21 $2.49 Million - $2.95 Million	9,688 Added 14.83%	75,024 $22.7 Million
Q3 2023 Nov 02, 2023	BUY	$263.8 - $285.38 $1.2 Million - $1.3 Million	4,550 Added 7.49%	65,336 $17.4 Million
Q2 2023 Aug 07, 2023	BUY	$239.31 - $275.18 $71,553 - $82,278	299 Added 0.49%	60,786 $16.7 Million
Q1 2023 Apr 19, 2023	BUY	$209.92 - $244.33 $501,288 - $583,460	2,388 Added 4.11%	60,487 $14.8 Million
Q4 2022 Feb 13, 2023	SELL	$207.03 - $232.89 $1.61 Million - $1.81 Million	-7,793 Reduced 11.83%	58,099 $12.4 Million
Q3 2022 Oct 21, 2022	BUY	$210.4 - $257.47 $502,645 - $615,095	2,389 Added 3.76%	65,892 $13.9 Million
Q2 2022 Aug 02, 2022	SELL	$209.9 - $283.21 $210,529 - $284,059	-1,003 Reduced 1.55%	63,503 $13.9 Million
Q1 2022 May 02, 2022	SELL	$246.62 - $307.78 $1.22 Million - $1.52 Million	-4,940 Reduced 7.11%	64,506 $17.9 Million
Q4 2021 Feb 03, 2022	SELL	$270.99 - $309.52 $1.01 Million - $1.16 Million	-3,735 Reduced 5.1%	69,446 $21.2 Million
Q3 2021 Nov 09, 2021	BUY	$272.07 - $292.68 $18.1 Million - $19.4 Million	66,413 Added 981.28%	73,181 $20.1 Million
Q2 2021 Aug 04, 2021	SELL	$244.58 - $272.16 $67,014 - $74,571	-274 Reduced 3.89%	6,768 $1.84 Million
Q4 2020 Feb 01, 2021	BUY	$209.58 - $241.25 $209 - $241	1 Added 0.01%	7,042 $1.7 Million
Q3 2020 Oct 28, 2020	SELL	$194.64 - $233.83 $55,667 - $66,875	-286 Reduced 3.9%	7,041 $1.53 Million
Q2 2020 Aug 05, 2020	SELL	$144.16 - $193.61 $21,624 - $29,041	-150 Reduced 2.01%	7,327 $1.41 Million
Q1 2020 Apr 29, 2020	BUY	$131.63 - $192.29 $131 - $192	1 Added 0.01%	7,477 $1.13 Million
Q4 2019 Feb 03, 2020	SELL	$155.29 - $176.84 $30,436 - $34,660	-196 Reduced 2.55%	7,476 $1.32 Million
Q3 2019 Oct 31, 2019	BUY	$158.47 - $162.55 $158 - $162	1 Added 0.01%	7,672 $1.23 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-59 Reduced 0.76%	7,671 $1.21 Million
Q1 2019 Apr 23, 2019	SELL	N/A	-575 Reduced 6.92%	7,730 $1.17 Million
Q4 2018 Jan 28, 2019	BUY	N/A	2 Added 0.02%	8,305 $1.09 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-434 Reduced 4.97%	8,303 $1.3 Million
Q2 2018 Jul 26, 2018	SELL	N/A	-32 Reduced 0.36%	8,737 $1.26 Million
Q1 2018 Apr 26, 2018	BUY	N/A	1 Added 0.01%	8,769 $1.19 Million
Q4 2017 Jan 31, 2018	BUY	N/A	436 Added 5.23%	8,768 $1.18 Million
Q3 2017 Oct 20, 2017	BUY	N/A	8,332	8,332 $1.04 Million

Others Institutions Holding IWF

# of Institutions

2,447

Shares Held

210M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Jfs Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History