Jfs Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,892 shares of USMV stock, worth $360,827. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,892

Previous 3,892 -0.0%

Holding current value

$360,827

Previous $355,000 2.82%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$83.76 - $91.82 $37,608 - $41,227	449 Added 13.04%	3,892 $355,000
Q2 2024 Jul 15, 2024	SELL	$79.92 - $84.63 $176,143 - $186,524	-2,204 Reduced 39.03%	3,443 $289,000
Q1 2024 Apr 30, 2024	BUY	$77.86 - $83.58 $135,009 - $144,927	1,734 Added 44.31%	5,647 $471,000
Q4 2023 Feb 07, 2024	BUY	$70.56 - $78.63 $118,611 - $132,177	1,681 Added 75.31%	3,913 $305,000
Q3 2023 Nov 02, 2023	BUY	$72.38 - $76.06 $117,617 - $123,597	1,625 Added 267.71%	2,232 $161,000
Q2 2023 Aug 07, 2023	BUY	$71.44 - $74.33 $7,501 - $7,804	105 Added 20.92%	607 $45,000
Q1 2022 May 02, 2022	SELL	$71.88 - $80.4 $503 - $562	-7 Reduced 1.38%	502 $39,000
Q4 2021 Feb 03, 2022	BUY	$73.28 - $81.04 $512 - $567	7 Added 1.39%	509 $41,000
Q3 2021 Nov 09, 2021	BUY	$73.5 - $78.28 $36,897 - $39,296	502 New	502 $37,000

Others Institutions Holding USMV

# of Institutions

1,330

Shares Held

209M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History