Ishares Tr shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 61k | 58.77 |
| 2024-06-30 | $3.4M | 60k | 55.69 |
| 2024-03-31 | $3.3M | 61k | 53.81 |
| 2023-12-31 | $1.7M | 36k | 48.29 |
| 2023-09-30 | $350k | 8.1k | 43.32 |
| 2023-06-30 | $39k | 876 | 44.56 |