Aft, Forsyth & Company, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Aft, Forsyth & Company, Inc.

$174 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 08, 2021	SELL	$54.6 - $54.92 $1.33 Million - $1.34 Million	-24,360 Closed	0 $0
Q2 2021 Jul 15, 2021	SELL	$54.57 - $54.92 $69,576 - $70,023	-1,275 Reduced 4.97%	24,360 $1.34 Million
Q4 2020 Feb 09, 2021	BUY	$54.79 - $55.17 $50,132 - $50,480	915 Added 3.7%	25,635 $1.41 Million
Q3 2020 Nov 05, 2020	BUY	$54.69 - $55.09 $896,916 - $903,476	16,400 Added 197.12%	24,720 $1.36 Million
Q4 2019 Feb 10, 2020	SELL	$53.49 - $53.82 $117,891 - $118,619	-2,204 Reduced 20.94%	8,320 $446,000

Q3 2019 Nov 12, 2019	SELL	$53.16 - $53.82 $35,085 - $35,521	-660 Reduced 5.9%	10,524 $565,000
Q2 2019 Jul 29, 2019	BUY	$52.58 - $53.44 $150,589 - $153,052	2,864 Added 34.42%	11,184 $598,000
Q3 2018 Oct 26, 2018	BUY	$51.75 - $52.0 $215,280 - $216,320	4,160 Added 100.0%	8,320 $431,000
Q4 2017 Feb 12, 2018	BUY	$52.24 - $52.64 $217,318 - $218,982	4,160	4,160 $435,000

Others Institutions Holding IGSB

# of Institutions

952

Shares Held

326M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.21 Billion
0.28% of portfolio
Northern Trust Corp Chicago, IL

20.7M
Shares

$1.06 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$791 Million
9.81% of portfolio
Matson Money. Inc.

13.2M
Shares

$677 Million
22.41% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.1M
Shares

$569 Million
0.16% of portfolio

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