Outlook Wealth Advisors, LLC Ishares Interest Rate Hedged L Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	SELL	$22.27 - $23.49 $6,925 - $7,305	-311 Reduced 2.54%	11,916 $267,000
Q2 2022 Jul 28, 2022	SELL	$23.06 - $24.35 $18,863 - $19,918	-818 Reduced 6.27%	12,227 $282,000
Q1 2022 Jul 28, 2022	BUY	$22.87 - $24.95 $65,568 - $71,531	2,867 Added 28.17%	13,045 $314,000
Q1 2022 May 13, 2022	SELL	$22.87 - $24.95 $67,375 - $73,502	-2,946 Reduced 22.45%	10,178 $245,000
Q4 2021 Jan 21, 2022	SELL	$24.59 - $25.54 $19,229 - $19,972	-782 Reduced 5.62%	13,124 $326,000
Q3 2021 Oct 22, 2021	SELL	$24.97 - $25.59 $32,785 - $33,599	-1,313 Reduced 8.63%	13,906 $350,000
Q2 2021 Jul 21, 2021	BUY	$24.98 - $25.71 $380,170 - $391,280	15,219 New	15,219 $386,000

Others Institutions Holding IGBH

# of Institutions

38

Shares Held

1.67M

Call Options Held

0

Put Options Held

0

Yeomans Consulting Group, Inc. Marietta, GA

473K
Shares

$11.5 Million
4.29% of portfolio
Morgan Stanley New York, NY

444K
Shares

$10.8 Million
0.0% of portfolio
Sound Income Strategies, LLC

241K
Shares

$5.88 Million
0.42% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

92.3K
Shares

$2.25 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

88.5K
Shares

$2.16 Million
0.0% of portfolio

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