A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 630 shares of IYF stock, worth $69,583. This represents 0.0% of its overall portfolio holdings.

Number of Shares
630
Previous 627 0.48%
Holding current value
$69,583
Previous $59,000 10.17%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$93.83 - $105.05 $281 - $315
3 Added 0.48%
630 $65,000
Q2 2024

Jul 15, 2024

BUY
$89.39 - $96.85 $178 - $193
2 Added 0.32%
627 $59,000
Q1 2024

Apr 30, 2024

BUY
$83.91 - $95.65 $167 - $191
2 Added 0.32%
625 $59,000
Q4 2023

Feb 07, 2024

BUY
$70.7 - $85.68 $424 - $514
6 Added 0.97%
623 $53,000
Q2 2023

Aug 07, 2023

BUY
$68.91 - $74.74 $137 - $149
2 Added 0.33%
617 $46,000
Q1 2023

Apr 19, 2023

BUY
$68.23 - $82.05 $204 - $246
3 Added 0.49%
615 $43,000
Q4 2022

Feb 13, 2023

BUY
$67.64 - $80.38 $811 - $964
12 Added 2.0%
612 $46,000
Q1 2022

May 02, 2022

BUY
$78.62 - $91.32 $47,172 - $54,791
600 New
600 $51,000
Q3 2018

Nov 09, 2018

SELL
N/A
-29 Closed
0 $0
Q3 2017

Oct 20, 2017

BUY
N/A
29
29 $3,000

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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