Simpli Fi, Inc. Ishares U S ETF Tr Int Rate He Transaction History

Simpli Fi, Inc.

$220 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 18, 2022	SELL	$88.15 - $92.29 $1.3 Million - $1.36 Million	-14,784 Reduced 4.31%	328,041 $29.1 Million
Q2 2022 Jul 20, 2022	BUY	$90.1 - $94.09 $105,056 - $109,708	1,166 Added 0.34%	342,825 $30.9 Million
Q1 2022 Apr 14, 2022	SELL	$90.25 - $95.84 $577,329 - $613,088	-6,397 Reduced 1.84%	341,659 $32 Million
Q4 2021 Jan 20, 2022	BUY	$94.78 - $96.77 $6.43 Million - $6.57 Million	67,883 Added 24.23%	348,056 $33.3 Million
Q3 2021 Oct 14, 2021	BUY	$95.2 - $96.92 $675,348 - $687,550	7,094 Added 2.6%	280,173 $26.8 Million
Q2 2021 Jul 21, 2021	BUY	$95.36 - $96.62 $26 Million - $26.4 Million	273,079 New	273,079 $26.3 Million
Q2 2019 Jul 23, 2019	SELL	$92.3 - $94.62 $22.8 Million - $23.3 Million	-246,695 Closed	0 $0
Q1 2019 Apr 17, 2019	BUY	$90.21 - $93.67 $1.38 Million - $1.43 Million	15,298 Added 6.61%	246,695 $23.1 Million
Q4 2018 Jan 22, 2019	BUY	$90.67 - $97.25 $1.48 Million - $1.58 Million	16,272 Added 7.56%	231,397 $21 Million
Q3 2018 Oct 17, 2018	BUY	$95.54 - $97.16 $20.6 Million - $20.9 Million	215,125 New	215,125 $20.9 Million

Others Institutions Holding LQDH

# of Institutions

87

Shares Held

3.42M

Call Options Held

0

Put Options Held

0

About ISHARES U S ETF TR INT RATE HE

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