Jfs Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,866 shares of IWO stock, worth $939,675. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,866
Previous 2,777 3.2%
Holding current value
$939,675
Previous $709,000 15.51%
% of portfolio
0.05%
Previous 0.05%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$224.16 - $285.86 $19,950 - $25,441
89 Added 3.2%
2,866 $819,000
Q1 2025

Apr 22, 2025
SELL
$254.58 - $302.92 $763 - $908
-3 Reduced 0.11%
2,777 $709,000
Q4 2024

Jan 30, 2025
SELL
$278.19 - $315.36 $278 - $315
-1 Reduced 0.04%
2,780 $800,000
Q3 2024

Oct 25, 2024
SELL
$256.4 - $289.78 $3,076 - $3,477
-12 Reduced 0.43%
2,781 $789,000
Q4 2023

Feb 07, 2024
SELL
$204.07 - $257.57 $32,855 - $41,468
-161 Reduced 5.45%
2,793 $704,000
Q3 2023

Nov 02, 2023
SELL
$221.24 - $254.04 $884 - $1,016
-4 Reduced 0.14%
2,954 $662,000
Q2 2023

Aug 07, 2023
BUY
$219.8 - $242.66 $5,495 - $6,066
25 Added 0.85%
2,958 $717,000
Q1 2023

Apr 19, 2023
SELL
$212.51 - $245.01 $5,737 - $6,615
-27 Reduced 0.91%
2,933 $665,000
Q4 2022

Feb 13, 2023
BUY
$205.84 - $231.03 $5,557 - $6,237
27 Added 0.92%
2,960 $634,000
Q3 2022

Oct 21, 2022
SELL
$202.93 - $248.43 $4,667 - $5,713
-23 Reduced 0.78%
2,933 $606,000
Q1 2022

May 02, 2022
SELL
$234.1 - $296.68 $62,270 - $78,916
-266 Reduced 8.26%
2,956 $756,000
Q4 2021

Feb 03, 2022
BUY
$280.02 - $327.35 $35,842 - $41,900
128 Added 4.14%
3,222 $944,000
Q3 2021

Nov 09, 2021
BUY
$284.4 - $314.06 $60,292 - $66,580
212 Added 7.36%
3,094 $908,000
Q2 2021

Aug 04, 2021
SELL
$278.74 - $313.3 $40,417 - $45,428
-145 Reduced 4.79%
2,882 $898,000
Q1 2020

Apr 29, 2020
BUY
$135.58 - $225.25 $13,829 - $22,975
102 Added 3.49%
3,027 $479,000
Q4 2019

Feb 03, 2020
SELL
$186.63 - $216.19 $2,612 - $3,026
-14 Reduced 0.48%
2,925 $627,000
Q2 2019

Aug 06, 2019
SELL
$187.22 - $206.14 $18,909 - $20,820
-101 Reduced 3.32%
2,939 $590,000
Q4 2018

Jan 28, 2019
SELL
$156.33 - $211.73 $30,015 - $40,652
-192 Reduced 5.94%
3,040 $511,000
Q3 2018

Nov 09, 2018
SELL
$204.76 - $220.33 $29,894 - $32,168
-146 Reduced 4.32%
3,232 $695,000
Q2 2018

Jul 26, 2018
SELL
$185.51 - $214.36 $15,582 - $18,006
-84 Reduced 2.43%
3,378 $690,000
Q4 2017

Jan 31, 2018
BUY
$177.13 - $188.2 $10,273 - $10,915
58 Added 1.7%
3,462 $646,000
Q3 2017

Oct 20, 2017
BUY
$173.97 - $178.96 $592,193 - $609,179
3,404
3,404 $609,000

Others Institutions Holding IWO

# of Institutions
1,106
Shares Held
33.2M
Call Options Held
45.7K
Put Options Held
26.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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