Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 29,363 shares of IYR stock, worth $2.95 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

29,363

Previous 30,063 2.33%

Holding current value

$2.95 Million

Previous $2.64 Million 13.42%

% of portfolio

0.2%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$86.93 - $103.61 $60,851 - $72,527	-700 Reduced 2.33%	29,363 $2.99 Million
Q2 2024 Jul 15, 2024	BUY	$81.6 - $89.23 $9,547 - $10,439	117 Added 0.39%	30,063 $2.64 Million
Q1 2024 Apr 30, 2024	BUY	$85.32 - $92.22 $36,005 - $38,916	422 Added 1.43%	29,946 $2.69 Million
Q4 2023 Feb 07, 2024	SELL	$73.28 - $92.46 $190,308 - $240,118	-2,597 Reduced 8.09%	29,524 $2.7 Million
Q3 2023 Nov 02, 2023	SELL	$77.12 - $89.86 $12,879 - $15,006	-167 Reduced 0.52%	32,121 $2.51 Million
Q2 2023 Aug 07, 2023	BUY	$80.51 - $86.54 $6,360 - $6,836	79 Added 0.25%	32,288 $2.79 Million
Q1 2023 Apr 19, 2023	BUY	$78.73 - $95.24 $108,175 - $130,859	1,374 Added 4.46%	32,209 $2.73 Million
Q4 2022 Feb 13, 2023	SELL	$76.97 - $89.17 $258,927 - $299,967	-3,364 Reduced 9.84%	30,835 $2.6 Million
Q3 2022 Oct 21, 2022	BUY	$80.64 - $103.19 $645 - $825	8 Added 0.02%	34,199 $2.79 Million
Q2 2022 Aug 02, 2022	SELL	$86.95 - $112.38 $13,390 - $17,306	-154 Reduced 0.45%	34,191 $3.15 Million
Q1 2022 May 02, 2022	BUY	$99.21 - $115.26 $65,875 - $76,532	664 Added 1.97%	34,345 $3.72 Million
Q4 2021 Feb 03, 2022	SELL	$103.03 - $116.14 $1.65 Million - $1.86 Million	-16,051 Reduced 32.27%	33,681 $3.91 Million
Q3 2021 Nov 09, 2021	BUY	$102.34 - $111.27 $5.09 Million - $5.53 Million	49,732 New	49,732 $5.09 Million

Others Institutions Holding IYR

# of Institutions

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Jfs Wealth Advisors, LLC Ishares Tr Transaction History