Jsf Financial, LLC Ishares Tr Russell 200 Growth Transaction History

Jsf Financial, LLC

$380 Million
Q3 2024

A detailed history of Jsf Financial, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Jsf Financial, LLC holds 48,825 shares of IWY stock, worth $11.2 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

48,825

Previous 49,423 1.21%

Holding current value

$11.2 Million

Previous $10.6 Million 1.33%

% of portfolio

2.83%

Previous 3.26%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$194.66 - $225.97 $116,406 - $135,130	-598 Reduced 1.21%	48,825 $10.7 Million
Q2 2024 Aug 14, 2024	BUY	$183.56 - $216.15 $447,335 - $526,757	2,437 Added 5.19%	49,423 $10.6 Million
Q1 2024 May 13, 2024	BUY	$170.38 - $196.82 $1.11 Million - $1.28 Million	6,488 Added 16.02%	46,986 $9.17 Million
Q4 2023 Feb 14, 2024	BUY	$149.01 - $175.92 $124,870 - $147,420	838 Added 2.11%	40,498 $7.1 Million
Q3 2023 Nov 08, 2023	BUY	$152.69 - $164.44 $1.94 Million - $2.09 Million	12,737 Added 47.31%	39,660 $6.1 Million
Q2 2023 Aug 02, 2023	BUY	$136.24 - $158.56 $47,820 - $55,654	351 Added 1.32%	26,923 $4.27 Million
Q1 2023 May 12, 2023	BUY	$117.74 - $138.93 $297,999 - $351,631	2,531 Added 10.53%	26,572 $3.69 Million
Q4 2022 Feb 10, 2023	BUY	$117.55 - $131.34 $296,578 - $331,370	2,523 Added 11.73%	24,041 $2.9 Million
Q3 2022 Nov 10, 2022	BUY	$119.49 - $146.95 $460,275 - $566,051	3,852 Added 21.8%	21,518 $2.57 Million
Q2 2022 Jul 28, 2022	SELL	$120.18 - $161.96 $164,045 - $221,075	-1,365 Reduced 7.17%	17,666 $2.21 Million
Q1 2022 May 12, 2022	BUY	$141.01 - $175.1 $2.33 Million - $2.89 Million	16,530 Added 660.94%	19,031 $3.02 Million
Q4 2021 Feb 10, 2022	BUY	$150.99 - $175.61 $131,965 - $153,483	874 Added 53.72%	2,501 $434,000
Q3 2021 Nov 12, 2021	BUY	$151.1 - $163.27 $245,839 - $265,640	1,627 New	1,627 $248,000
Q1 2019 Feb 27, 2020	SELL	N/A	-2,815 Closed	0 $0
Q4 2018 Feb 27, 2020	BUY	N/A	2,815 New	2,815 $202,000

Others Institutions Holding IWY

# of Institutions

528

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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Jsf Financial, LLC Ishares Tr Russell 200 Growth Transaction History