Source Financial Advisors LLC Ishares 10+ Year Investment Gr Transaction History

Source Financial Advisors LLC

$337 Million
Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Ishares 10+ Year Investment Gr stock. As of the latest transaction made, Source Financial Advisors LLC holds 17,248 shares of IGLB stock, worth $858,950. This represents 0.27% of its overall portfolio holdings.

Number of Shares

17,248

Previous 18,823 8.37%

Holding current value

$858,950

Previous $941,000 1.81%

% of portfolio

0.27%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$49.38 - $54.19 $77,773 - $85,349	-1,575 Reduced 8.37%	17,248 $924,000
Q2 2024 Jul 17, 2024	BUY	$48.62 - $51.19 $129,086 - $135,909	2,655 Added 16.42%	18,823 $941,000
Q1 2024 May 01, 2024	SELL	$50.19 - $52.68 $846,353 - $888,342	-16,863 Reduced 51.05%	16,168 $832,000
Q4 2023 Jan 11, 2024	SELL	$44.56 - $53.36 $18,447 - $22,091	-414 Reduced 1.24%	33,031 $1.74 Million
Q3 2023 Oct 26, 2023	BUY	$47.14 - $51.79 $774,840 - $851,272	16,437 Added 96.64%	33,445 $1.58 Million
Q2 2023 Jul 24, 2023	BUY	$49.88 - $52.91 $484,035 - $513,438	9,704 Added 132.86%	17,008 $876,000
Q1 2023 Apr 20, 2023	SELL	$49.79 - $54.15 $55,864 - $60,756	-1,122 Reduced 13.32%	7,304 $382,000
Q4 2022 Jan 31, 2023	BUY	$45.59 - $53.26 $384,141 - $448,768	8,426 New	8,426 $419,000

Others Institutions Holding IGLB

# of Institutions

243

Shares Held

43M

Call Options Held

52K

Put Options Held

48.5K

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About ISHARES 10+ YEAR INVESTMENT GR

Ticker IGLB
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Source Financial Advisors LLC Ishares 10+ Year Investment Gr Transaction History