Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,285 shares of SHV stock, worth $472,678. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,285
Previous 4,967 13.73%
Holding current value
$472,678
Previous $548,000 13.69%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$110.06 - $110.46 $75,060 - $75,333
-682 Reduced 13.73%
4,285 $473,000
Q4 2024

Jan 30, 2025
BUY
$109.92 - $110.57 $449,023 - $451,678
4,085 Added 463.15%
4,967 $546,000
Q3 2021

Nov 09, 2021
BUY
$110.46 - $110.49 $97,425 - $97,452
882 New
882 $97,000
Q3 2020

Oct 28, 2020
SELL
$110.7 - $110.74 $221 - $221
-2 Closed
0 $0
Q2 2020

Aug 05, 2020
BUY
$110.71 - $110.94 $221 - $221
2 New
2 $0

Others Institutions Holding SHV

# of Institutions
792
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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