Fermata Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Fermata Advisors, LLC

  • $439 Million
  • Q1 2024

A detailed history of Fermata Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Fermata Advisors, LLC holds 7,929 shares of IGSB stock, worth $406,202. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,929
Previous 60,676 86.93%
Holding current value
$406,202
Previous $3.11 Million 86.95%
% of portfolio
0.09%
Previous 0.75%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
SELL
$50.95 - $51.48 $2.69 Million - $2.72 Million
-52,747 Reduced 86.93%
7,929 $406,000
Q4 2023

Jan 19, 2024
SELL
$49.4 - $51.28 $34,234 - $35,537
-693 Reduced 1.13%
60,676 $3.11 Million
Q3 2023

Nov 06, 2023
BUY
$49.74 - $50.37 $3.05 Million - $3.09 Million
61,369 New
61,369 $3.06 Million
Q1 2023

Apr 12, 2023
SELL
$49.56 - $50.75 $3.28 Million - $3.36 Million
-66,132 Reduced 92.74%
5,178 $261,000
Q4 2022

Feb 13, 2023
BUY
$48.91 - $50.19 $2.07 Million - $2.13 Million
42,345 Added 146.19%
71,310 $3.55 Million
Q3 2022

Nov 14, 2022
BUY
$49.5 - $51.27 $99,990 - $103,565
2,020 Added 7.5%
28,965 $1.43 Million
Q2 2022

Aug 09, 2022
SELL
$49.84 - $51.62 $35,585 - $36,856
-714 Reduced 2.58%
26,945 $1.36 Million
Q1 2022

Apr 22, 2022
SELL
$51.49 - $53.86 $282,371 - $295,368
-5,484 Reduced 16.55%
27,659 $1.43 Million
Q4 2021

Feb 02, 2022
BUY
$53.82 - $54.66 $129,060 - $131,074
2,398 Added 7.8%
33,143 $1.79 Million
Q3 2021

Oct 29, 2021
BUY
$54.6 - $54.92 $1.03 Million - $1.04 Million
18,951 Added 160.68%
30,745 $1.68 Million
Q2 2021

Aug 10, 2021
SELL
$54.57 - $54.92 $225,319 - $226,764
-4,129 Reduced 25.93%
11,794 $646,000
Q1 2021

May 18, 2021
BUY
$54.5 - $55.17 $867,803 - $878,471
15,923 New
15,923 $869,000

Others Institutions Holding IGSB

# of Institutions
953
Shares Held
326M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email