Financial Partners Group, Inc Ishares Tr Transaction History

Financial Partners Group, Inc

$660 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$67.64 - $80.38 $112,823 - $134,073	-1,668 Reduced 31.98%	3,547 $267,000
Q3 2022 Nov 14, 2022	SELL	$67.55 - $79.83 $134,897 - $159,420	-1,997 Reduced 27.69%	5,215 $352,000
Q2 2022 Aug 12, 2022	SELL	$67.96 - $84.37 $83,386 - $103,521	-1,227 Reduced 14.54%	7,212 $505,000
Q1 2022 Apr 29, 2022	BUY	$78.62 - $91.32 $99,061 - $115,063	1,260 Added 17.55%	8,439 $713,000
Q4 2021 Feb 10, 2022	BUY	$83.02 - $90.24 $285,588 - $310,425	3,440 Added 92.0%	7,179 $620,000
Q3 2021 Nov 05, 2021	BUY	$79.17 - $85.45 $3,008 - $3,247	38 Added 1.03%	3,739 $309,000
Q2 2021 Aug 13, 2021	BUY	$75.91 - $83.61 $280,942 - $309,440	3,701 New	3,701 $300,000
Q4 2020 Feb 16, 2021	SELL	$55.06 - $66.77 $3 Million - $3.64 Million	-54,473 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$54.05 - $60.26 $191,499 - $213,501	-3,543 Reduced 6.11%	54,473 $6.18 Million
Q2 2020 Aug 06, 2020	BUY	$45.62 - $62.0 $2.65 Million - $3.6 Million	58,016 New	58,016 $6.39 Million

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$220 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$184 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$142 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$132 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$85 Million
0.07% of portfolio

About ISHARES TR

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