A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 59 shares of VLUE stock, worth $6,350. This represents 0.0% of its overall portfolio holdings.

Number of Shares
59
Previous 72 18.06%
Holding current value
$6,350
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$99.14 - $109.18 $1,288 - $1,419
-13 Reduced 18.06%
59 $6,000
Q2 2024

Jul 15, 2024

BUY
$100.16 - $107.88 $1,302 - $1,402
13 Added 22.03%
72 $7,000
Q1 2022

May 02, 2022

SELL
$100.54 - $114.92 $1,105 - $1,264
-11 Reduced 15.71%
59 $6,000
Q4 2021

Feb 03, 2022

BUY
$101.38 - $109.77 $1,115 - $1,207
11 Added 18.64%
70 $8,000
Q4 2018

Jan 28, 2019

BUY
$68.64 - $88.78 $4,049 - $5,238
59 New
59 $4,000

Others Institutions Holding VLUE

About ISHARES MSCI USA VALUE FACTOR


  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
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