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

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

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 2,781 shares of IWO stock, worth $819,449. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,781

Previous 2,793 0.43%

Holding current value

$819,449

Previous $733,000 7.64%

% of portfolio

0.05%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,069

Shares Held

32.8M

Call Options Held

178K

Put Options Held

176K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

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