Jfs Wealth Advisors, LLC Ishares Tr Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 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 23,881 shares of LRGF stock, worth $1.38 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

23,881

Previous 62,257 61.64%

Holding current value

$1.38 Million

Previous $3.76 Million 63.22%

% of portfolio

0.09%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$56.95 - $63.95 $2.19 Million - $2.45 Million	-38,376 Reduced 61.64%	23,881 $1.38 Million
Q4 2024 Jan 30, 2025	BUY	$58.25 - $63.26 $60,580 - $65,790	1,040 Added 1.7%	62,257 $3.76 Million
Q3 2024 Oct 25, 2024	BUY	$52.89 - $58.77 $41,254 - $45,840	780 Added 1.29%	61,217 $3.6 Million
Q2 2024 Jul 15, 2024	SELL	$50.75 - $56.08 $43,086 - $47,611	-849 Reduced 1.39%	60,437 $3.37 Million
Q1 2024 Apr 30, 2024	BUY	$47.39 - $53.82 $1.2 Million - $1.36 Million	25,361 Added 70.59%	61,286 $3.3 Million
Q4 2023 Feb 07, 2024	BUY	$41.5 - $48.47 $1.16 Million - $1.35 Million	27,840 Added 344.34%	35,925 $1.73 Million
Q3 2023 Nov 02, 2023	BUY	$43.03 - $46.09 $310,203 - $332,262	7,209 Added 822.95%	8,085 $350,000
Q2 2023 Aug 07, 2023	BUY	$40.55 - $44.56 $35,521 - $39,034	876 New	876 $39,000

Others Institutions Holding LRGF

# of Institutions

221

Shares Held

34.7M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Tr Transaction History