Peak Financial Management, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Peak Financial Management, Inc.

$336 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 28, 2022	BUY	$49.08 - $51.27 $241,130 - $251,889	4,913 Added 3.14%	161,544 $7.96 Million
Q2 2022 Jul 29, 2022	BUY	$49.84 - $51.62 $255,230 - $264,346	5,121 Added 3.38%	156,631 $7.92 Million
Q1 2022 Apr 20, 2022	BUY	$51.49 - $53.86 $184,334 - $192,818	3,580 Added 2.42%	151,510 $7.84 Million
Q4 2021 Jan 27, 2022	BUY	$53.82 - $54.66 $149,673 - $152,009	2,781 Added 1.92%	147,930 $7.97 Million
Q3 2021 Oct 19, 2021	BUY	$54.6 - $54.92 $246,355 - $247,799	4,512 Added 3.21%	145,149 $7.93 Million
Q2 2021 Aug 04, 2021	BUY	$54.57 - $54.92 $377,460 - $379,881	6,917 Added 5.17%	140,637 $7.71 Million
Q1 2021 Apr 29, 2021	BUY	$54.5 - $55.17 $330,597 - $334,661	6,066 Added 4.75%	133,720 $7.31 Million
Q4 2020 Jan 26, 2021	BUY	$54.79 - $55.17 $550,584 - $554,403	10,049 Added 8.54%	127,654 $7.04 Million
Q3 2020 Oct 19, 2020	BUY	$54.69 - $55.09 $438,668 - $441,876	8,021 Added 7.32%	117,605 $6.46 Million
Q2 2020 Aug 06, 2020	BUY	$51.96 - $54.73 $41,516 - $43,729	799 Added 0.73%	109,584 $6 Million
Q1 2020 Apr 29, 2020	BUY	$47.21 - $54.5 $737,797 - $851,726	15,628 Added 16.78%	108,785 $5.7 Million
Q4 2019 Jan 31, 2020	BUY	$53.49 - $53.82 $4.98 Million - $5.01 Million	93,157 New	93,157 $5 Million

Others Institutions Holding IGSB

# of Institutions

974

Shares Held

315M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.22 Billion
0.24% of portfolio
Northern Trust Corp Chicago, IL

21.5M
Shares

$1.11 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$799 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$695 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$632 Million
0.01% of portfolio

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