Jfs Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History

Jfs Wealth Advisors, LLC

  • $1.26 Billion
  • Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 37,935 shares of IWV stock, worth $11.7 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
37,935
Previous 38,296 0.94%
Holding current value
$11.7 Million
Previous $10.5 Million 8.59%
% of portfolio
0.91%
Previous 0.89%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$268.36 - $300.08 $96,877 - $108,328
-361 Reduced 0.94%
37,935 $11.4 Million
Q4 2023

Feb 07, 2024
BUY
$234.36 - $274.87 $6,796 - $7,971
29 Added 0.08%
38,296 $10.5 Million
Q3 2023

Nov 02, 2023
BUY
$243.9 - $263.56 $8,780 - $9,488
36 Added 0.09%
38,267 $9.38 Million
Q2 2023

Aug 07, 2023
BUY
$231.57 - $254.48 $8,336 - $9,161
36 Added 0.09%
38,231 $9.73 Million
Q1 2023

Apr 19, 2023
BUY
$218.83 - $242.18 $213,140 - $235,883
974 Added 2.62%
38,195 $8.99 Million
Q4 2022

Feb 13, 2023
SELL
$216.25 - $235.47 $849,646 - $925,161
-3,929 Reduced 9.55%
37,221 $8.21 Million
Q3 2022

Oct 21, 2022
BUY
N/A
182 Added 0.44%
41,150 $8.52 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-70 Reduced 0.17%
40,968 $8.91 Million
Q1 2022

May 02, 2022
SELL
N/A
-2,645 Reduced 6.05%
41,038 $10.8 Million
Q4 2021

Feb 03, 2022
SELL
N/A
-1,014 Reduced 2.27%
43,683 $12.1 Million
Q3 2021

Nov 09, 2021
BUY
N/A
33,555 Added 301.16%
44,697 $11.4 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-434 Reduced 3.75%
11,142 $2.85 Million
Q1 2021

Apr 28, 2021
SELL
N/A
-12 Reduced 0.1%
11,576 $2.75 Million
Q4 2020

Feb 01, 2021
SELL
N/A
-90 Reduced 0.77%
11,588 $2.59 Million
Q3 2020

Oct 28, 2020
BUY
N/A
9 Added 0.08%
11,678 $2.29 Million
Q2 2020

Aug 05, 2020
SELL
N/A
-201 Reduced 1.69%
11,669 $2.1 Million
Q1 2020

Apr 29, 2020
BUY
N/A
6 Added 0.05%
11,870 $1.76 Million
Q4 2019

Feb 03, 2020
SELL
N/A
-104 Reduced 0.87%
11,864 $2.24 Million
Q3 2019

Oct 31, 2019
SELL
N/A
-45 Reduced 0.37%
11,968 $2.08 Million
Q2 2019

Aug 06, 2019
BUY
N/A
2 Added 0.02%
12,013 $2.07 Million
Q1 2019

Apr 23, 2019
BUY
N/A
1,046 Added 9.54%
12,011 $2 Million
Q4 2018

Jan 28, 2019
BUY
N/A
2,214 Added 25.3%
10,965 $1.61 Million
Q3 2018

Nov 09, 2018
BUY
N/A
123 Added 1.43%
8,751 $1.51 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-132 Reduced 1.51%
8,628 $1.35 Million
Q4 2017

Jan 31, 2018
SELL
N/A
-11 Reduced 0.13%
8,760 $1.39 Million
Q3 2017

Oct 20, 2017
BUY
N/A
8,771
8,771 $1.31 Million

Others Institutions Holding IWV

# of Institutions
803
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
View Full List

About ISHARES RUSSELL 3000 ETF

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