Financial Advocates Investment Management Ishares Trust Ishares 1 5 Year Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Financial Advocates Investment Management holds 94,675 shares of IGSB stock, worth $4.89 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

94,675

Previous 90,763 4.31%

Holding current value

$4.89 Million

Previous $4.65 Million 7.2%

% of portfolio

0.28%

Previous 0.29%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$51.02 - $52.74 $199,590 - $206,318	3,912 Added 4.31%	94,675 $4.99 Million
Q2 2024 Jul 26, 2024	BUY	$50.64 - $51.3 $4.6 Million - $4.66 Million	90,763 New	90,763 $4.65 Million
Q2 2022 Aug 12, 2022	SELL	$49.84 - $51.62 $337,117 - $349,157	-6,764 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$51.49 - $53.86 $4,479 - $4,685	87 Added 1.3%	6,764 $350,000
Q4 2021 Feb 14, 2022	SELL	$53.82 - $54.66 $1.14 Million - $1.16 Million	-21,269 Reduced 76.11%	6,677 $335,000
Q3 2021 Nov 04, 2021	BUY	$54.6 - $54.92 $1.03 Million - $1.03 Million	18,775 Added 204.72%	27,946 $1.53 Million
Q2 2021 Aug 03, 2021	SELL	$54.57 - $54.92 $1.66 Million - $1.67 Million	-30,454 Reduced 76.86%	9,171 $637,000
Q1 2021 May 10, 2021	BUY	$54.5 - $55.17 $1.5 Million - $1.51 Million	27,449 Added 225.44%	39,625 $2.17 Million
Q4 2020 Feb 12, 2021	SELL	$54.79 - $55.17 $1.02 Million - $1.02 Million	-18,560 Reduced 60.39%	12,176 $828,000
Q3 2020 Nov 04, 2020	BUY	$54.69 - $55.09 $1.04 Million - $1.05 Million	18,990 Added 161.67%	30,736 $1.69 Million
Q2 2020 Aug 14, 2020	BUY	$51.96 - $54.73 $170,428 - $179,514	3,280 Added 38.74%	11,746 $636,000
Q1 2020 Apr 29, 2020	SELL	$47.21 - $54.5 $39,467 - $45,562	-836 Reduced 8.99%	8,466 $443,000
Q4 2019 Feb 13, 2020	BUY	$53.49 - $53.82 $249,102 - $250,639	4,657 Added 100.26%	9,302 $499,000
Q3 2019 Nov 13, 2019	SELL	$53.16 - $53.82 $38,328 - $38,804	-721 Reduced 13.44%	4,645 $250,000
Q2 2019 Aug 08, 2019	BUY	$52.58 - $53.44 $35,701 - $36,285	679 Added 14.49%	5,366 $287,000
Q1 2019 May 16, 2019	SELL	$51.67 - $52.87 $662,047 - $677,423	-12,813 Reduced 73.22%	4,687 $248,000
Q4 2018 Feb 14, 2019	SELL	$51.35 - $51.73 $956,753 - $963,833	-18,632 Reduced 51.57%	17,500 $903,000
Q3 2018 Nov 14, 2018	BUY	$51.75 - $52.0 $838,608 - $842,660	16,205 Added 81.32%	36,132 $0
Q2 2018 Aug 09, 2018	BUY	$51.75 - $52.05 $824,377 - $829,156	15,930 Added 398.55%	19,927 $2.06 Million
Q1 2018 May 11, 2018	SELL	$51.81 - $52.26 $293,503 - $296,052	-5,665 Reduced 58.63%	3,997 $415,000
Q4 2017 Feb 15, 2018	BUY	$52.24 - $52.64 $504,742 - $508,607	9,662	9,662 $1.01 Million

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

Put Options Held

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Financial Advocates Investment Management Ishares Trust Ishares 1 5 Year Transaction History