Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 28, 2019	SELL	N/A	-101 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	101 New	101 $13,000

Others Institutions Holding IYG

# of Institutions

248

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$120 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$116 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$89.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$78.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.7 Million
0.02% of portfolio

About ISHARES TR

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