Jsf Financial, LLC Ishares Tr Russell 200 Value E Transaction History

Jsf Financial, LLC

$447 Million
Q3 2025

A detailed history of Jsf Financial, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Jsf Financial, LLC holds 275,939 shares of IWX stock, worth $24.6 Million. This represents 5.43% of its overall portfolio holdings.

Number of Shares

275,939

Previous 256,923 7.4%

Holding current value

$24.6 Million

Previous $21.6 Million 12.11%

% of portfolio

5.43%

Previous 5.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$83.04 - $87.88 $1.58 Million - $1.67 Million	19,016 Added 7.4%	275,939 $24.2 Million
Q2 2025 Jul 22, 2025	BUY	$73.26 - $84.19 $192,307 - $220,998	2,625 Added 1.03%	256,923 $21.6 Million
Q1 2025 May 07, 2025	BUY	$78.54 - $84.86 $19.1 Million - $20.6 Million	242,645 Added 2082.25%	254,298 $20.9 Million
Q4 2024 Jan 29, 2025	BUY	$78.25 - $85.17 $911,847 - $992,486	11,653 New	11,653 $920,000
Q2 2022 Jul 28, 2022	BUY	$59.87 - $70.62 $1.08 Million - $1.27 Million	18,010 New	18,010 $1.11 Million

Others Institutions Holding IWX

# of Institutions

238

Shares Held

45.2M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

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Jsf Financial, LLC Ishares Tr Russell 200 Value E Transaction History