Fulcrum Equity Management Ishares Tr Transaction History

Fulcrum Equity Management

$115 Million
Q3 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

317

Shares Held

6.08M

Call Options Held

29.4K

Put Options Held

0

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