Optimum Investment Advisors Ishares U.S. Fixed Income Bala Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$82.46 - $86.27 $164,920 - $172,540	-2,000 Reduced 66.67%	1,000 $85,000
Q2 2022 Jul 12, 2022	BUY	$83.7 - $92.32 $83,700 - $92,320	1,000 Added 50.0%	3,000 $258,000
Q1 2022 Apr 08, 2022	SELL	$91.46 - $99.22 $27,437 - $29,766	-300 Reduced 13.04%	2,000 $185,000
Q4 2021 Mar 17, 2022	SELL	$98.89 - $100.51 $29,667 - $30,153	-300 Reduced 11.54%	2,300 $229,000
Q3 2021 Oct 22, 2021	SELL	$100.27 - $101.41 $80,216 - $81,128	-800 Reduced 23.53%	2,600 $261,000
Q2 2021 Aug 02, 2021	SELL	$99.76 - $100.64 $249,400 - $251,600	-2,500 Reduced 42.37%	3,400 $342,000
Q2 2020 Jul 16, 2020	BUY	$96.79 - $101.79 $29,037 - $30,537	300 Added 5.36%	5,900 $598,000
Q4 2019 Jan 22, 2020	BUY	$101.07 - $102.0 $60,641 - $61,200	600 Added 12.0%	5,600 $571,000
Q3 2019 Oct 17, 2019	BUY	$100.58 - $101.63 $502,900 - $508,150	5,000 New	5,000 $507,000

Others Institutions Holding FIBR

# of Institutions

22

Shares Held

358K

Call Options Held

0

Put Options Held

0

About ISHARES U.S. FIXED INCOME BALA

Ticker FIBR
Sector ETFs
Industry ETFs

More about FIBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.