Rollins Financial Advisors, LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Rollins Financial Advisors, LLC

  • $574 Billion
  • Q1 2025
Number of Shares
69,948
Previous 57,345 21.98%
Holding current value
$3.66 Billion
Previous $2.98 Billion 22.82%
% of portfolio
0.64%
Previous 0.47%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
12,603 Added 21.98%
69,948 $3.66 Billion
Q4 2024

Feb 13, 2025
SELL
N/A
-868 Reduced 1.49%
57,345 $2.98 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
13,086 Added 29.0%
58,213 $3.12 Billion
Q2 2024

Aug 14, 2024
BUY
N/A
27,141 Added 150.9%
45,127 $2.36 Billion
Q1 2024

May 14, 2024
BUY
N/A
17,986 New
17,986 $944 Million
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