Estate Counselors, LLC Ishares Barclays 0 5 Year Tips Transaction History

Estate Counselors, LLC

$373 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	SELL	$96.73 - $97.56 $1.14 Million - $1.15 Million	-11,740 Reduced 3.41%	332,604 $32.2 Million
Q2 2023 Jul 31, 2023	SELL	$97.43 - $99.5 $51,150 - $52,237	-525 Reduced 0.15%	344,344 $33.6 Million
Q1 2023 May 04, 2023	BUY	$96.86 - $99.23 $7.58 Million - $7.77 Million	78,279 Added 29.36%	344,869 $34.2 Million
Q4 2022 Feb 08, 2023	BUY	$96.57 - $98.11 $2.42 Million - $2.45 Million	25,020 Added 10.36%	266,590 $25.8 Million
Q3 2022 Nov 04, 2022	BUY	$96.11 - $102.85 $8.27 Million - $8.85 Million	86,065 Added 55.35%	241,570 $23.2 Million
Q2 2022 Aug 03, 2022	BUY	$101.26 - $104.65 $497,085 - $513,726	4,909 Added 3.26%	155,505 $15.8 Million
Q1 2022 May 09, 2022	BUY	$103.82 - $106.76 $1.76 Million - $1.81 Million	16,932 Added 12.67%	150,596 $15.8 Million
Q4 2021 Feb 14, 2022	SELL	$105.21 - $107.0 $5.49 Million - $5.58 Million	-52,181 Reduced 28.08%	133,664 $14.2 Million
Q3 2021 Nov 03, 2021	SELL	$105.49 - $107.1 $14 Million - $14.2 Million	-132,665 Reduced 41.65%	185,845 $19.6 Million
Q2 2021 Aug 03, 2021	BUY	$105.46 - $106.88 $6.23 Million - $6.32 Million	59,095 Added 22.78%	318,510 $33.9 Million
Q1 2021 May 06, 2021	BUY	$104.53 - $105.92 $370,558 - $375,486	3,545 Added 1.39%	259,415 $27.4 Million
Q4 2020 Feb 11, 2021	SELL	$103.06 - $104.43 $2.71 Million - $2.74 Million	-26,250 Reduced 9.3%	255,870 $26.7 Million
Q3 2020 Oct 28, 2020	BUY	$102.35 - $104.25 $4.67 Million - $4.76 Million	45,665 Added 19.31%	282,120 $29.4 Million
Q2 2020 Aug 07, 2020	BUY	$99.85 - $102.42 $5.21 Million - $5.34 Million	52,150 Added 28.3%	236,455 $24.3 Million
Q1 2020 Apr 28, 2020	BUY	$96.7 - $102.1 $3.88 Million - $4.1 Million	40,130 Added 27.83%	184,305 $18.4 Million
Q4 2019 Jan 31, 2020	BUY	$99.88 - $100.71 $14.4 Million - $14.5 Million	144,175 New	144,175 $14.5 Million

Others Institutions Holding STIP

# of Institutions

623

Shares Held

53.8M

Call Options Held

33.5K

Put Options Held

0

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