Fiduciary Planning LLC Ishares Tr Transaction History

Fiduciary Planning LLC

$205 Million
Q2 2024

A detailed history of Fiduciary Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Fiduciary Planning LLC holds 5,612 shares of ITB stock, worth $710,142. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,612

Previous 16,601 66.19%

Holding current value

$710,142

Previous $1.92 Million 70.48%

% of portfolio

0.28%

Previous 0.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$100.52 - $113.96 $1.1 Million - $1.25 Million	-10,989 Reduced 66.19%	5,612 $567,000
Q1 2024 Apr 29, 2024	BUY	$97.53 - $115.77 $559,334 - $663,940	5,735 Added 52.78%	16,601 $1.92 Million
Q4 2023 Jan 25, 2024	BUY	$71.4 - $102.59 $775,832 - $1.11 Million	10,866 New	10,866 $1.11 Million
Q2 2021 Aug 06, 2021	SELL	$66.57 - $77.09 $5,525 - $6,398	-83 Closed	0 $0
Q1 2021 May 24, 2021	SELL	$54.6 - $68.53 $2.29 Million - $2.87 Million	-41,893 Reduced 99.8%	83 $6,000
Q4 2020 Feb 10, 2021	BUY	$51.98 - $59.98 $2.18 Million - $2.52 Million	41,976 New	41,976 $2.34 Million

Others Institutions Holding ITB

# of Institutions

367

Shares Held

17.7M

Call Options Held

2.58M

Put Options Held

3.27M

View Full List

About ISHARES TR

Ticker ITB
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Fiduciary Planning LLC Ishares Tr Transaction History