Fiduciary Planning LLC Ishares Trust Ishares 1 5 Year Transaction History

Fiduciary Planning LLC

$220 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 24, 2020	SELL	$51.96 - $54.73 $1.28 Million - $1.35 Million	-24,703 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$47.21 - $54.5 $1.17 Million - $1.35 Million	24,703 New	24,703 $1.29 Million

Others Institutions Holding IGSB

# of Institutions

976

Shares Held

316M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.22 Billion
0.24% of portfolio
Northern Trust Corp Chicago, IL

21.5M
Shares

$1.12 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$801 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$696 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$633 Million
0.01% of portfolio

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