Nikulski Financial, Inc. Ishares Tr Transaction History

Nikulski Financial, Inc.

$331 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$46.92 - $169.19 $9,853 - $35,529	210 Added 5.34%	4,142 $0
Q3 2022 Oct 20, 2022	SELL	$47.08 - $57.16 $1,506 - $1,829	-32 Reduced 0.81%	3,932 $555,000
Q2 2022 Jul 19, 2022	SELL	$48.28 - $60.23 $54,942 - $68,541	-1,138 Reduced 22.3%	3,964 $588,000
Q1 2022 Apr 08, 2022	SELL	$55.98 - $67.65 $33,588 - $40,590	-600 Reduced 10.52%	5,102 $920,000
Q4 2021 Feb 01, 2022	SELL	$61.79 - $67.85 $37,939 - $41,659	-614 Reduced 9.72%	5,702 $1.1 Million
Q3 2021 Nov 05, 2021	BUY	$59.43 - $64.96 $66,502 - $72,690	1,119 Added 21.53%	6,316 $1.19 Million
Q2 2021 Aug 11, 2021	SELL	$57.88 - $63.59 $11,344 - $12,463	-196 Reduced 3.63%	5,197 $965,000
Q1 2021 May 14, 2021	BUY	$48.45 - $58.92 $261,290 - $317,755	5,393 New	5,393 $924,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$119 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$88.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.4 Million
0.02% of portfolio

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