Fulcrum Equity Management Ishares Tr Transaction History

Fulcrum Equity Management

$108 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Jan 25, 2022	SELL	$107.16 - $114.98 $1.14 Million - $1.23 Million	-10,664 Closed	0 $0
Q2 2021 Jul 15, 2021	BUY	$106.5 - $112.79 $777,556 - $823,479	7,301 Added 217.1%	10,664 $1.19 Million
Q1 2021 Apr 05, 2021	SELL	$93.24 - $105.87 $1.2 Million - $1.36 Million	-12,881 Reduced 79.3%	3,363 $355,000
Q4 2020 Feb 22, 2021	BUY	$81.66 - $97.19 $571,211 - $679,844	6,995 Added 75.63%	16,244 $1.58 Million
Q3 2020 Oct 27, 2020	SELL	$74.42 - $87.03 $181,882 - $212,701	-2,444 Reduced 20.9%	9,249 $1.55 Million
Q2 2020 Aug 17, 2020	BUY	$58.74 - $81.28 $686,846 - $950,407	11,693 New	11,693 $1.76 Million
Q1 2020 Apr 01, 2020	SELL	$52.08 - $87.1 $1.41 Million - $2.35 Million	-27,011 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$75.93 - $84.31 $73,120 - $81,190	-963 Reduced 3.44%	27,011 $4.53 Million
Q3 2019 Nov 05, 2019	SELL	$75.18 - $80.81 $270,347 - $290,592	-3,596 Reduced 11.39%	27,974 $4.44 Million
Q2 2019 Aug 12, 2019	SELL	$73.79 - $79.44 $5.21 Million - $5.61 Million	-70,648 Reduced 69.12%	31,570 $4.9 Million
Q1 2019 May 03, 2019	BUY	$62.56 - $76.42 $6.39 Million - $7.81 Million	102,218 New	102,218 $15.5 Million

Others Institutions Holding IYJ

# of Institutions

312

Shares Held

6.59M

Call Options Held

4.9K

Put Options Held

8.2K

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.