Fulcrum Equity Management Ishares Tr Fallen Angels Usd B Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 07, 2023	BUY	$24.64 - $25.37 $308,640 - $317,784	12,526 Added 113.09%	23,602 $598,000
Q1 2023 Apr 06, 2023	BUY	$24.53 - $25.76 $271,694 - $285,317	11,076 New	11,076 $279,000
Q2 2022 Jul 18, 2022	SELL	$24.32 - $27.85 $443,499 - $507,872	-18,236 Closed	0 $0
Q1 2022 Apr 15, 2022	SELL	$27.07 - $29.9 $988,379 - $1.09 Million	-36,512 Reduced 66.69%	18,236 $506,000
Q4 2021 Jan 25, 2022	SELL	$29.4 - $30.37 $1.45 Million - $1.5 Million	-49,276 Reduced 47.37%	54,748 $1.64 Million
Q3 2021 Jan 25, 2022	BUY	$29.85 - $30.44 $335,961 - $342,602	11,255 Added 12.13%	104,024 $3.13 Million
Q2 2021 Jul 15, 2021	BUY	$29.21 - $29.96 $2.71 Million - $2.78 Million	92,769 New	92,769 $2.78 Million

Others Institutions Holding FALN

# of Institutions

292

Shares Held

46.4M

Call Options Held

0

Put Options Held

0

About ISHARES TR FALLEN ANGELS USD B

Ticker FALN
Sector ETFs
Industry ETFs

More about FALN

Track This Portfolio

Portfolio Update

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

News

Stay updated on Fulcrum Equity Management with notifications on news.