Estate Counselors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Estate Counselors, LLC

$346 Million
Q2 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	SELL	$46.61 - $47.68 $19.3 Million - $19.7 Million	-413,225 Reduced 85.49%	70,110 $3.33 Million
Q4 2022 Feb 08, 2023	BUY	$45.97 - $47.2 $4.66 Million - $4.79 Million	101,422 Added 26.56%	483,335 $22.7 Million
Q3 2022 Nov 04, 2022	BUY	$46.05 - $47.82 $1.29 Million - $1.34 Million	27,930 Added 7.89%	381,913 $17.6 Million
Q2 2022 Aug 03, 2022	SELL	$46.52 - $47.45 $1.95 Million - $1.99 Million	-41,850 Reduced 10.57%	353,983 $16.7 Million
Q1 2022 May 09, 2022	BUY	$47.3 - $49.17 $203,153 - $211,185	4,295 Added 1.1%	395,833 $18.7 Million
Q4 2021 Feb 14, 2022	BUY	$49.16 - $49.38 $649,059 - $651,964	13,203 Added 3.49%	391,538 $19.3 Million
Q3 2021 Nov 03, 2021	BUY	$49.4 - $49.69 $9.02 Million - $9.07 Million	182,550 Added 93.24%	378,335 $18.7 Million
Q2 2021 Aug 03, 2021	BUY	$49.5 - $49.73 $756,607 - $760,123	15,285 Added 8.47%	195,785 $9.7 Million
Q1 2021 May 06, 2021	BUY	$49.43 - $49.87 $309,926 - $312,684	6,270 Added 3.6%	180,500 $8.95 Million
Q4 2020 Feb 11, 2021	BUY	$49.66 - $49.86 $128,619 - $129,137	2,590 Added 1.51%	174,230 $8.68 Million
Q3 2020 Oct 28, 2020	BUY	$49.76 - $50.06 $6.1 Million - $6.13 Million	122,520 Added 249.43%	171,640 $8.56 Million
Q2 2020 Aug 07, 2020	BUY	$48.24 - $49.96 $1.02 Million - $1.06 Million	21,210 Added 75.99%	49,120 $2.47 Million
Q1 2020 Apr 28, 2020	BUY	$43.92 - $49.69 $63,684 - $72,050	1,450 Added 5.48%	27,910 $1.37 Million
Q4 2019 Jan 31, 2020	BUY	$48.87 - $49.12 $919,244 - $923,947	18,810 Added 245.88%	26,460 $1.3 Million
Q3 2019 Oct 28, 2019	SELL	$48.76 - $49.06 $8,776 - $8,830	-180 Reduced 2.3%	7,650 $375,000
Q2 2019 Aug 07, 2019	SELL	N/A	-800 Reduced 9.27%	7,830 $383,000
Q1 2019 May 01, 2019	SELL	N/A	-3,400 Reduced 28.26%	8,630 $418,000
Q4 2018 Feb 04, 2019	SELL	N/A	-660 Reduced 5.2%	12,030 $578,000
Q3 2018 Oct 15, 2018	SELL	N/A	-1,300 Reduced 9.29%	12,690 $605,000
Q2 2018 Aug 08, 2018	SELL	N/A	-14,220 Reduced 50.41%	13,990 $671,000
Q1 2018 Apr 13, 2018	BUY	N/A	7,400 Added 35.56%	28,210 $1.35 Million
Q4 2017 Feb 06, 2018	SELL	N/A	-800 Reduced 3.7%	20,810 $997,000
Q3 2017 Nov 13, 2017	SELL	N/A	-8,550 Reduced 28.35%	21,610 $1.05 Million
Q2 2017 Nov 13, 2017	BUY	N/A	11,820 Added 64.45%	30,160 $1.46 Million
Q1 2017 Nov 13, 2017	BUY	N/A	18,340	18,340 $888,000

Others Institutions Holding SHM

# of Institutions

449

Shares Held

78.6M

Call Options Held

Put Options Held

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