Goal Fusion Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Goal Fusion Wealth Management, LLC

$180 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 03, 2024	SELL	$98.36 - $99.47 $5.45 Million - $5.51 Million	-55,443 Reduced 30.14%	128,508 $12.8 Million
Q4 2023 Jan 02, 2024	BUY	$96.33 - $98.68 $439,072 - $449,783	4,558 Added 2.54%	183,951 $18.1 Million
Q3 2023 Oct 10, 2023	BUY	$96.73 - $97.56 $226,058 - $227,997	2,337 Added 1.32%	179,393 $17.4 Million
Q2 2023 Jul 17, 2023	BUY	$97.43 - $99.5 $630,372 - $643,765	6,470 Added 3.79%	177,056 $17.3 Million
Q1 2023 Apr 03, 2023	SELL	$96.86 - $99.23 $1.45 Million - $1.48 Million	-14,947 Reduced 8.06%	170,586 $16.9 Million
Q4 2022 Feb 09, 2023	BUY	$96.57 - $98.11 $549,966 - $558,736	5,695 Added 3.17%	185,533 $18 Million
Q3 2022 Oct 24, 2022	BUY	$96.11 - $102.85 $758,404 - $811,589	7,891 Added 4.59%	179,838 $17.3 Million
Q2 2022 Jul 29, 2022	BUY	$101.26 - $104.65 $69,160 - $71,475	683 Added 0.4%	171,947 $17.4 Million
Q1 2022 May 06, 2022	BUY	$103.82 - $106.76 $17.8 Million - $18.3 Million	171,264 New	171,264 $18 Million

Others Institutions Holding STIP

# of Institutions

624

Shares Held

53.9M

Call Options Held

33.5K

Put Options Held

0

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