Outlook Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 92,006 shares of IGSB stock, worth $4.77 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

92,006

Previous 88,468 4.0%

Holding current value

$4.77 Million

Previous $4.53 Million 6.88%

% of portfolio

1.68%

Previous 1.64%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$51.02 - $52.74 $180,508 - $186,594	3,538 Added 4.0%	92,006 $4.85 Million
Q2 2024 Jul 18, 2024	BUY	$50.64 - $51.3 $137,994 - $139,792	2,725 Added 3.18%	88,468 $4.53 Million
Q1 2024 Apr 22, 2024	BUY	$50.95 - $51.48 $4.37 Million - $4.41 Million	85,743 New	85,743 $4.4 Million
Q2 2021 Jul 21, 2021	SELL	$54.57 - $54.92 $1.47 Million - $1.48 Million	-26,987 Closed	0 $0
Q1 2021 May 04, 2021	SELL	$54.5 - $55.17 $66,326 - $67,141	-1,217 Reduced 4.31%	26,987 $1.48 Million
Q4 2020 Feb 04, 2021	SELL	$54.79 - $55.17 $38,188 - $38,453	-697 Reduced 2.41%	28,204 $1.56 Million
Q3 2020 Nov 10, 2020	SELL	$54.69 - $55.09 $288,763 - $290,875	-5,280 Reduced 15.45%	28,901 $1.59 Million
Q2 2020 Jul 17, 2020	SELL	$51.96 - $54.73 $96,905 - $102,071	-1,865 Reduced 5.17%	34,181 $1.87 Million
Q1 2020 Apr 16, 2020	BUY	$47.21 - $54.5 $1.7 Million - $1.96 Million	36,046 New	36,046 $1.89 Million

Others Institutions Holding IGSB

# of Institutions

974

Shares Held

315M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

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Outlook Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History