F Dx Advisors, Inc. Ishares Tr Transaction History

F Dx Advisors, Inc.

$659 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$145.02 - $179.81 $43,506 - $53,943	-300 Reduced 15.15%	1,680 $301,000
Q3 2023 Nov 02, 2023	SELL	$154.42 - $169.5 $34,126 - $37,459	-221 Reduced 10.04%	1,980 $306,000
Q2 2023 Jul 17, 2023	SELL	$144.44 - $157.99 $5,777 - $6,319	-40 Reduced 1.78%	2,201 $347,000
Q4 2022 Feb 09, 2023	BUY	$154.15 - $169.19 $105,592 - $115,895	685 Added 44.02%	2,241 $353,000
Q3 2022 Nov 10, 2022	BUY	N/A	1,556 New	1,556 $220,000

Q1 2020 May 13, 2020	BUY	N/A	181,000 New	181,000 $187,000
Q1 2018 May 02, 2018	SELL	N/A	-1,852 Closed	0 $0
Q4 2017 Feb 09, 2018	SELL	N/A	-232 Reduced 11.13%	1,852 $242,000
Q3 2017 Nov 03, 2017	BUY	N/A	108 Added 5.47%	2,084 $250,000
Q2 2017 Aug 11, 2017	BUY	N/A	1,976	1,976 $224,000

Others Institutions Holding IYG

# of Institutions

238

Shares Held

12.3M

Call Options Held

10.7K

Put Options Held

9.5K

River Front Investment Group, LLC Richmond, VA

1.41M
Shares

$93.3 Million
2.63% of portfolio
Envestnet Asset Management Inc

1.35M
Shares

$89.2 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.18M
Shares

$77.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

962K
Shares

$63.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$40.8 Million
0.0% of portfolio

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of F Dx Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on F Dx Advisors, Inc. with notifications on news.