Financial Advocates Investment Management Ishares Trust Ishares 1 5 Year Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Financial Advocates Investment Management holds 292,705 shares of IGSB stock, worth $15.2 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

292,705

Previous 94,675 209.17%

Holding current value

$15.2 Million

Previous $4.99 Million 203.55%

% of portfolio

0.89%

Previous 0.28%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$51.54 - $52.55 $10.2 Million - $10.4 Million	198,030 Added 209.17%	292,705 $15.1 Million
Q3 2024 Oct 25, 2024	BUY	$51.02 - $52.74 $199,590 - $206,318	3,912 Added 4.31%	94,675 $4.99 Million
Q2 2024 Jul 26, 2024	BUY	$50.64 - $51.3 $4.6 Million - $4.66 Million	90,763 New	90,763 $4.65 Million
Q2 2022 Aug 12, 2022	SELL	$49.84 - $51.62 $337,117 - $349,157	-6,764 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$51.49 - $53.86 $4,479 - $4,685	87 Added 1.3%	6,764 $350,000
Q4 2021 Feb 14, 2022	SELL	$53.82 - $54.66 $1.14 Million - $1.16 Million	-21,269 Reduced 76.11%	6,677 $335,000
Q3 2021 Nov 04, 2021	BUY	$54.6 - $54.92 $1.03 Million - $1.03 Million	18,775 Added 204.72%	27,946 $1.53 Million
Q2 2021 Aug 03, 2021	SELL	$54.57 - $54.92 $1.66 Million - $1.67 Million	-30,454 Reduced 76.86%	9,171 $637,000
Q1 2021 May 10, 2021	BUY	$54.5 - $55.17 $1.5 Million - $1.51 Million	27,449 Added 225.44%	39,625 $2.17 Million
Q4 2020 Feb 12, 2021	SELL	$54.79 - $55.17 $1.02 Million - $1.02 Million	-18,560 Reduced 60.39%	12,176 $828,000
Q3 2020 Nov 04, 2020	BUY	$54.69 - $55.09 $1.04 Million - $1.05 Million	18,990 Added 161.67%	30,736 $1.69 Million
Q2 2020 Aug 14, 2020	BUY	$51.96 - $54.73 $170,428 - $179,514	3,280 Added 38.74%	11,746 $636,000
Q1 2020 Apr 29, 2020	SELL	$47.21 - $54.5 $39,467 - $45,562	-836 Reduced 8.99%	8,466 $443,000
Q4 2019 Feb 13, 2020	BUY	$53.49 - $53.82 $249,102 - $250,639	4,657 Added 100.26%	9,302 $499,000
Q3 2019 Nov 13, 2019	SELL	$53.16 - $53.82 $38,328 - $38,804	-721 Reduced 13.44%	4,645 $250,000
Q2 2019 Aug 08, 2019	BUY	$52.58 - $53.44 $35,701 - $36,285	679 Added 14.49%	5,366 $287,000
Q1 2019 May 16, 2019	SELL	$51.67 - $52.87 $662,047 - $677,423	-12,813 Reduced 73.22%	4,687 $248,000
Q4 2018 Feb 14, 2019	SELL	$51.35 - $51.73 $956,753 - $963,833	-18,632 Reduced 51.57%	17,500 $903,000
Q3 2018 Nov 14, 2018	BUY	$51.75 - $52.0 $838,608 - $842,660	16,205 Added 81.32%	36,132 $0
Q2 2018 Aug 09, 2018	BUY	$51.75 - $52.05 $824,377 - $829,156	15,930 Added 398.55%	19,927 $2.06 Million
Q1 2018 May 11, 2018	SELL	$51.81 - $52.26 $293,503 - $296,052	-5,665 Reduced 58.63%	3,997 $415,000
Q4 2017 Feb 15, 2018	BUY	$52.24 - $52.64 $504,742 - $508,607	9,662	9,662 $1.01 Million

Others Institutions Holding IGSB

# of Institutions

1,015

Shares Held

326M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Ishares Trust Ishares 1 5 Year Transaction History