F Dx Advisors, Inc. Ishares Tr Transaction History

F Dx Advisors, Inc.

$367 Million
Q3 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	$46.92 - $169.19 $32,140 - $115,895	685 Added 44.02%	2,241 $353,000
Q3 2022 Nov 10, 2022	BUY	$47.08 - $57.16 $73,256 - $88,940	1,556 New	1,556 $220,000
Q1 2020 May 13, 2020	BUY	$28.97 - $52.03 $5.24 Million - $9.42 Million	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

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$119 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$88.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.4 Million
0.02% of portfolio

About ISHARES TR

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