Jfs Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$105.01 - $107.23 $105 - $107	1 Added 1.23%	82 $8,000
Q4 2023 Feb 07, 2024	BUY	$102.12 - $107.97 $102 - $107	1 Added 1.25%	81 $8,000
Q1 2023 Apr 19, 2023	SELL	$106.24 - $110.25 $1,168 - $1,212	-11 Reduced 12.09%	80 $8,000
Q4 2022 Feb 13, 2023	SELL	$104.91 - $110.18 $17,415 - $18,289	-166 Reduced 64.59%	91 $9,000
Q3 2022 Oct 21, 2022	SELL	$104.9 - $118.23 $524 - $591	-5 Reduced 1.91%	257 $27,000
Q2 2022 Aug 02, 2022	SELL	$113.44 - $123.09 $348,374 - $378,009	-3,071 Reduced 92.14%	262 $30,000
Q1 2022 May 02, 2022	BUY	$122.95 - $129.16 $19,917 - $20,923	162 Added 5.11%	3,333 $415,000
Q4 2021 Feb 03, 2022	BUY	$127.7 - $130.86 $10,726 - $10,992	84 Added 2.72%	3,171 $410,000
Q3 2021 Nov 09, 2021	BUY	$127.3 - $130.61 $391,574 - $401,756	3,076 Added 27963.64%	3,087 $394,000
Q4 2020 Feb 01, 2021	SELL	$124.65 - $127.65 $623 - $638	-5 Reduced 31.25%	11 $1,000
Q3 2020 Oct 28, 2020	BUY	$123.08 - $127.1 $615 - $635	5 Added 45.45%	16 $2,000
Q4 2018 Jan 28, 2019	BUY	$108.28 - $110.37 $1,191 - $1,214	11 New	11 $1,000
Q3 2018 Nov 09, 2018	SELL	$110.43 - $113.01 $9,165 - $9,379	-83 Closed	0 $0
Q2 2018 Jul 26, 2018	BUY	$111.06 - $113.18 $9,217 - $9,393	83 New	83 $9,000
Q1 2018 Apr 26, 2018	SELL	$111.39 - $113.94 $1,002 - $1,025	-9 Closed	0 $0
Q4 2017 Jan 31, 2018	BUY	$112.97 - $114.3 $1,016 - $1,028	9	9 $1,000

Others Institutions Holding TIP

# of Institutions

1,091

Shares Held

107M

Call Options Held

312K

Put Options Held

185K

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