Investment Advisory Group, LLC Ishares U.S. Fixed Income Bala Transaction History

Investment Advisory Group, LLC

$320 Million
Q2 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	SELL	$86.49 - $88.43 $38,488 - $39,351	-445 Reduced 13.07%	2,959 $257,000
Q3 2024 Oct 15, 2024	SELL	$85.43 - $88.78 $46,473 - $48,296	-544 Reduced 13.78%	3,404 $301,000
Q2 2024 Jul 31, 2024	SELL	$84.38 - $86.08 $14,682 - $14,977	-174 Reduced 4.22%	3,948 $338,000
Q1 2024 Apr 29, 2024	SELL	$85.32 - $86.69 $14,760 - $14,997	-173 Reduced 4.03%	4,122 $354,000
Q4 2023 Jan 30, 2024	SELL	$81.11 - $86.62 $50,044 - $53,444	-617 Reduced 12.56%	4,295 $370,000
Q3 2023 Oct 16, 2023	SELL	$82.34 - $84.66 $105,806 - $108,788	-1,285 Reduced 20.74%	4,912 $405,000
Q2 2023 Jul 17, 2023	SELL	$83.55 - $85.37 $91,236 - $93,224	-1,092 Reduced 14.98%	6,197 $521,000
Q1 2023 May 02, 2023	SELL	$82.46 - $86.27 $212,581 - $222,404	-2,578 Reduced 26.13%	7,289 $620,000
Q4 2022 Jan 19, 2023	SELL	$80.41 - $84.93 $161,543 - $170,624	-2,009 Reduced 16.92%	9,867 $0
Q3 2022 Oct 24, 2022	SELL	$81.4 - $88.85 $25,234 - $27,543	-310 Reduced 2.54%	11,876 $973,000
Q2 2022 Jul 18, 2022	SELL	$83.7 - $92.32 $86,462 - $95,366	-1,033 Reduced 7.81%	12,186 $1.05 Million
Q1 2022 Apr 29, 2022	SELL	$91.46 - $99.22 $22,133 - $24,011	-242 Reduced 1.8%	13,219 $1.23 Million
Q4 2021 Feb 11, 2022	BUY	$98.89 - $100.51 $1.33 Million - $1.35 Million	13,461 New	13,461 $1.28 Million

Others Institutions Holding FIBR

# of Institutions

22

Shares Held

325K

Call Options Held

0

Put Options Held

0

About ISHARES U.S. FIXED INCOME BALA

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