Financial Partners Group, Inc Ishares Tr Transaction History

Financial Partners Group, Inc

$621 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$107.03 - $108.32 $4.05 Million - $4.1 Million	-37,822 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$107.99 - $108.77 $180,451 - $181,754	1,671 Added 4.62%	37,822 $4.09 Million
Q2 2021 Aug 13, 2021	BUY	$107.91 - $108.86 $311,320 - $314,061	2,885 Added 8.67%	36,151 $3.91 Million
Q1 2021 May 04, 2021	BUY	$108.32 - $110.29 $336,008 - $342,119	3,102 Added 10.28%	33,266 $3.61 Million
Q4 2020 Feb 16, 2021	BUY	$109.9 - $110.3 $3.32 Million - $3.33 Million	30,164 New	30,164 $3.32 Million

Q1 2020 May 14, 2020	SELL	$105.3 - $110.44 $4.09 Million - $4.28 Million	-38,795 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$107.72 - $108.39 $421,831 - $424,455	3,916 Added 11.23%	38,795 $4.22 Million
Q3 2019 Nov 12, 2019	BUY	$107.22 - $108.5 $3.5 Million - $3.54 Million	32,655 Added 1468.3%	34,879 $3.78 Million
Q2 2019 Aug 15, 2019	BUY	$105.63 - $107.66 $234,921 - $239,435	2,224 New	2,224 $239,000

Others Institutions Holding MBB

# of Institutions

899

Shares Held

292M

Call Options Held

869K

Put Options Held

209K

Bank Of America Corp Charlotte, NC

71.5M
Shares

$6.56 Billion
0.63% of portfolio
Jpmorgan Chase & CO New York, NY

25.2M
Shares

$2.31 Billion
0.21% of portfolio
Envestnet Asset Management Inc

22.2M
Shares

$2.04 Billion
0.78% of portfolio
Lpl Financial LLC Fort Mill, SC

16.9M
Shares

$1.55 Billion
0.86% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.6M
Shares

$1.25 Billion
0.35% of portfolio

About ISHARES TR

Ticker MBB
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