Outlook Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$92.45 - $94.34 $129,614 - $132,264	1,402 Added 31.44%	5,861 $551,000
Q4 2023 Jan 29, 2024	BUY	$91.42 - $94.16 $407,641 - $419,859	4,459 New	4,459 $415,000
Q4 2022 Feb 14, 2023	SELL	$87.8 - $92.1 $2.53 Million - $2.65 Million	-28,764 Reduced 66.86%	14,256 $1.29 Million
Q3 2022 Oct 25, 2022	BUY	$88.15 - $92.29 $2.48 Million - $2.6 Million	28,118 Added 188.69%	43,020 $3.82 Million
Q2 2022 Jul 28, 2022	BUY	$90.1 - $94.09 $1.34 Million - $1.4 Million	14,902 New	14,902 $1.35 Million
Q4 2021 Jan 21, 2022	SELL	$94.78 - $96.77 $571,049 - $583,039	-6,025 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$95.2 - $96.92 $13,137 - $13,374	-138 Reduced 2.24%	6,025 $577,000
Q2 2021 Jul 21, 2021	SELL	$95.36 - $96.62 $476 - $483	-5 Reduced 0.08%	6,163 $593,000
Q1 2021 May 04, 2021	BUY	$94.42 - $96.52 $582,382 - $595,335	6,168 New	6,168 $595,000

Others Institutions Holding LQDH

# of Institutions

88

Shares Held

3.45M

Call Options Held

0

Put Options Held

0

About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
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