Jfs Wealth Advisors, LLC Ishares Short Term National Mu Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 50,356 shares of SUB stock, worth $5.33 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

50,356

Previous 59,165 14.89%

Holding current value

$5.33 Million

Previous $6.28 Million 15.46%

% of portfolio

0.36%

Previous 0.42%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$104.94 - $106.2 $924,416 - $935,515	-8,809 Reduced 14.89%	50,356 $5.31 Million
Q3 2024 Oct 25, 2024	SELL	$104.3 - $106.3 $521,500 - $531,500	-5,000 Reduced 7.79%	59,165 $6.28 Million
Q2 2024 Jul 15, 2024	BUY	$104.04 - $104.8 $1.1 Million - $1.11 Million	10,566 Added 19.71%	64,165 $6.71 Million
Q1 2024 Apr 30, 2024	BUY	$104.73 - $105.42 $1.03 Million - $1.04 Million	9,841 Added 22.49%	53,599 $5.61 Million
Q4 2023 Feb 07, 2024	SELL	$102.62 - $105.46 $60,648 - $62,326	-591 Reduced 1.33%	43,758 $4.61 Million
Q3 2023 Nov 02, 2023	SELL	$102.82 - $104.26 $359,355 - $364,388	-3,495 Reduced 7.3%	44,349 $4.56 Million
Q2 2023 Aug 07, 2023	SELL	$103.24 - $105.0 $1.12 Million - $1.14 Million	-10,862 Reduced 18.5%	47,844 $4.98 Million
Q1 2023 Apr 19, 2023	SELL	$103.3 - $105.14 $3.45 Million - $3.51 Million	-33,360 Reduced 36.23%	58,706 $6.15 Million
Q4 2022 Feb 13, 2023	BUY	$102.5 - $104.49 $7.67 Million - $7.82 Million	74,822 Added 433.9%	92,066 $9.6 Million
Q3 2022 Oct 21, 2022	BUY	$102.59 - $105.4 $310,847 - $319,362	3,030 Added 21.32%	17,244 $1.77 Million
Q2 2022 Aug 02, 2022	BUY	$103.31 - $104.87 $1.44 Million - $1.46 Million	13,968 Added 5678.05%	14,214 $1.49 Million
Q4 2021 Feb 03, 2022	BUY	$107.24 - $107.56 $6,756 - $6,776	63 Added 34.43%	246 $26,000
Q3 2021 Nov 09, 2021	BUY	$107.57 - $108.06 $9,788 - $9,833	91 Added 98.91%	183 $20,000
Q2 2021 Aug 04, 2021	BUY	$107.66 - $108.01 $9,904 - $9,936	92 New	92 $10,000

Others Institutions Holding SUB

# of Institutions

900

Shares Held

71.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Jfs Wealth Advisors, LLC Ishares Short Term National Mu Transaction History