Iams Wealth Management, LLC First Tr ETF Iv LTD Duration I Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Iv LTD Duration I stock. As of the latest transaction made, Iams Wealth Management, LLC holds 103,095 shares of FSIG stock, worth $1.95 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

103,095

Previous 119,341 13.61%

Holding current value

$1.95 Million

Previous $2.29 Billion 15.1%

% of portfolio

0.89%

Previous 1.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$18.8 - $19.23 $305,424 - $312,410	-16,246 Reduced 13.61%	103,095 $1.95 Billion
Q3 2024 Oct 11, 2024	BUY	$18.72 - $19.32 $140,774 - $145,286	7,520 Added 6.73%	119,341 $2.29 Billion
Q2 2024 Aug 05, 2024	SELL	$18.55 - $18.85 $988,306 - $1 Million	-53,278 Reduced 32.27%	111,821 $2.1 Billion
Q1 2024 Apr 18, 2024	BUY	$18.72 - $19.01 $119,995 - $121,854	6,410 Added 4.04%	165,099 $3.1 Billion
Q4 2023 Feb 07, 2024	SELL	$18.23 - $18.98 $194,222 - $202,212	-10,654 Reduced 6.29%	158,689 $3.01 Billion
Q3 2023 Nov 14, 2023	BUY	$18.34 - $18.75 $3.11 Million - $3.18 Million	169,343 New	169,343 $3.11 Billion
Q1 2023 Oct 30, 2023	BUY	$18.51 - $18.9 $1.01 Million - $1.03 Million	54,563 Added 101.13%	108,518 $2.04 Billion
Q4 2022 Oct 27, 2023	BUY	$18.25 - $18.8 $984,678 - $1.01 Million	53,955 New	53,955 $1.01 Billion

Others Institutions Holding FSIG

# of Institutions

148

Shares Held

41.7M

Call Options Held

Put Options Held

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About FIRST TR ETF IV LTD DURATION I

Ticker FSIG

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Iams Wealth Management, LLC First Tr ETF Iv LTD Duration I Transaction History