Iams Wealth Management, LLC First Tr ETF Iv LTD Duration I Transaction History

Iams Wealth Management, LLC

$218 Billion
Q1 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Iv LTD Duration I stock. As of the latest transaction made, Iams Wealth Management, LLC holds 76,082 shares of FSIG stock, worth $1.45 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

76,082

Previous 103,095 26.2%

Holding current value

$1.45 Million

Previous $1.95 Billion 25.93%

% of portfolio

0.66%

Previous 0.89%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$18.74 - $19.04 $506,223 - $514,327	-27,013 Reduced 26.2%	76,082 $1.44 Billion
Q4 2024 Jan 23, 2025	SELL	$18.8 - $19.23 $305,424 - $312,410	-16,246 Reduced 13.61%	103,095 $1.95 Billion
Q3 2024 Oct 11, 2024	BUY	$18.72 - $19.32 $140,774 - $145,286	7,520 Added 6.73%	119,341 $2.29 Billion
Q2 2024 Aug 05, 2024	SELL	$18.55 - $18.85 $988,306 - $1 Million	-53,278 Reduced 32.27%	111,821 $2.1 Billion
Q1 2024 Apr 18, 2024	BUY	$18.72 - $19.01 $119,995 - $121,854	6,410 Added 4.04%	165,099 $3.1 Billion
Q4 2023 Feb 07, 2024	SELL	$18.23 - $18.98 $194,222 - $202,212	-10,654 Reduced 6.29%	158,689 $3.01 Billion
Q3 2023 Nov 14, 2023	BUY	$18.34 - $18.75 $3.11 Million - $3.18 Million	169,343 New	169,343 $3.11 Billion
Q1 2023 Oct 30, 2023	BUY	$18.51 - $18.9 $1.01 Million - $1.03 Million	54,563 Added 101.13%	108,518 $2.04 Billion
Q4 2022 Oct 27, 2023	BUY	$18.25 - $18.8 $984,678 - $1.01 Million	53,955 New	53,955 $1.01 Billion

Others Institutions Holding FSIG

# of Institutions

161

Shares Held

46.5M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF IV LTD DURATION I

Ticker FSIG

More about FSIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

Iams Wealth Management, LLC First Tr ETF Iv LTD Duration I Transaction History