Ifs Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Ifs Advisors, LLC

$126 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$49.84 - $51.62 $5.19 Million - $5.37 Million	-104,033 Reduced 98.76%	1,307 $66,000
Q1 2022 May 10, 2022	BUY	$51.49 - $53.86 $907,511 - $949,282	17,625 Added 20.09%	105,340 $5.45 Million
Q4 2021 Feb 16, 2022	SELL	$53.82 - $54.66 $78,577 - $79,803	-1,460 Reduced 1.64%	87,715 $4.73 Million
Q3 2021 Nov 09, 2021	BUY	$54.6 - $54.92 $274,911 - $276,522	5,035 Added 5.98%	89,175 $4.87 Million
Q2 2021 Jul 29, 2021	BUY	$54.57 - $54.92 $16,098 - $16,201	295 Added 0.35%	84,140 $4.61 Million
Q1 2021 Apr 28, 2021	BUY	$54.5 - $55.17 $194,238 - $196,625	3,564 Added 4.44%	83,845 $4.58 Million
Q4 2020 Jan 25, 2021	BUY	$54.79 - $55.17 $4.4 Million - $4.43 Million	80,281 New	80,281 $4.43 Million

Others Institutions Holding IGSB

# of Institutions

959

Shares Held

310M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.4M
Shares

$1.22 Billion
0.23% of portfolio
Northern Trust Corp Chicago, IL

20.7M
Shares

$1.08 Billion
0.18% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$803 Million
10.96% of portfolio
Matson Money. Inc.

13.3M
Shares

$693 Million
22.67% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$635 Million
0.01% of portfolio

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