Fulcrum Equity Management Ishares Tr Transaction History

Fulcrum Equity Management

$108 Million
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	BUY	$117.72 - $154.02 $2.5 Million - $3.27 Million	21,199 New	21,199 $2.5 Million
Q1 2022 Apr 15, 2022	SELL	$128.72 - $151.73 $396,328 - $467,176	-3,079 Closed	0 $0
Q4 2021 Jan 25, 2022	SELL	$125.86 - $141.73 $85,836 - $96,659	-682 Reduced 18.13%	3,079 $432,000
Q3 2021 Jan 25, 2022	SELL	$122.85 - $135.99 $436,240 - $482,900	-3,551 Reduced 48.56%	3,761 $468,000
Q2 2021 Jul 15, 2021	BUY	$126.01 - $141.25 $921,385 - $1.03 Million	7,312 New	7,312 $953,000
Q1 2021 Apr 05, 2021	SELL	$111.16 - $126.89 $1.08 Million - $1.24 Million	-9,742 Closed	0 $0
Q4 2020 Feb 22, 2021	SELL	$95.24 - $113.41 $177,813 - $211,736	-1,867 Reduced 16.08%	9,742 $1.11 Million
Q3 2020 Oct 27, 2020	SELL	$89.06 - $104.94 $351,430 - $414,093	-3,946 Reduced 25.37%	11,609 $1.15 Million
Q2 2020 Aug 17, 2020	BUY	$65.8 - $95.31 $1.02 Million - $1.48 Million	15,555 New	15,555 $1.39 Million
Q1 2020 Apr 01, 2020	SELL	$59.63 - $96.97 $2.38 Million - $3.87 Million	-39,950 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$87.15 - $97.94 $3.48 Million - $3.91 Million	39,950 New	39,950 $3.91 Million
Q3 2019 Nov 05, 2019	SELL	$86.44 - $96.34 $3.98 Million - $4.43 Million	-46,004 Closed	0 $0
Q2 2019 Aug 12, 2019	BUY	$84.8 - $96.2 $3.9 Million - $4.43 Million	46,004 New	46,004 $4.22 Million

Others Institutions Holding IYM

# of Institutions

217

Shares Held

2.91M

Call Options Held

5.2K

Put Options Held

0

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

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