Financial Architects, Inc Ishares Tr U S Utils ETF Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	SELL	$70.19 - $76.14 $43,307 - $46,978	-617 Closed	0 $0
Q2 2020 Aug 11, 2020	SELL	$64.5 - $78.05 $22,897 - $27,707	-355 Reduced 36.52%	617 $86,000
Q1 2020 May 07, 2020	SELL	$56.5 - $88.53 $1,977 - $3,098	-35 Reduced 3.48%	972 $134,000
Q4 2019 Feb 14, 2020	BUY	$77.06 - $81.5 $616 - $652	8 Added 0.8%	1,007 $163,000
Q2 2019 Aug 14, 2019	BUY	$72.15 - $77.08 $288 - $308	4 Added 0.4%	999 $151,000

Q1 2019 May 13, 2019	BUY	$65.82 - $74.61 $65,490 - $74,236	995 New	995 $147,000
Q1 2019 May 03, 2019	SELL	$65.82 - $74.61 $65,161 - $73,863	-990 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	$65.33 - $72.1 $26,589 - $29,344	407 Added 69.81%	990 $133,000
Q3 2018 Oct 29, 2018	BUY	$65.43 - $69.3 $327 - $346	5 Added 0.87%	583 $78,000
Q2 2018 Aug 03, 2018	SELL	$61.72 - $66.07 $12,158 - $13,015	-197 Reduced 25.42%	578 $76,000
Q1 2018 Apr 23, 2018	BUY	$59.97 - $65.92 $359 - $395	6 Added 0.78%	775 $99,000
Q4 2017 Feb 12, 2018	BUY	$65.78 - $71.11 $592 - $639	9 Added 1.18%	769 $102,000
Q3 2017 Nov 01, 2017	BUY	$66.38 - $67.19 $50,448 - $51,064	760	760 $101,000

Others Institutions Holding IDU

# of Institutions

229

Shares Held

4.42M

Call Options Held

4.4K

Put Options Held

0

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