Fulcrum Equity Management Ishares Tr Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 25, 2022	SELL	$271.82 - $301.88 $499,061 - $554,251	-1,836 Closed	0 $0
Q3 2021 Jan 25, 2022	SELL	$275.57 - $296.34 $482,523 - $518,891	-1,751 Reduced 48.82%	1,836 $507,000
Q2 2021 Jul 15, 2021	SELL	$251.53 - $273.61 $10,312 - $11,218	-41 Reduced 1.13%	3,587 $979,000
Q1 2021 Apr 05, 2021	SELL	$239.92 - $258.36 $175,861 - $189,377	-733 Reduced 16.81%	3,628 $916,000
Q4 2020 Feb 22, 2021	BUY	$219.61 - $245.91 $957,719 - $1.07 Million	4,361 New	4,361 $1.07 Million
Q1 2020 Apr 01, 2020	SELL	$158.63 - $221.56 $2.94 Million - $4.1 Million	-18,509 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$184.36 - $217.02 $3.41 Million - $4.02 Million	18,509 New	18,509 $3.99 Million
Q3 2019 Nov 05, 2019	SELL	$187.31 - $198.79 $4.17 Million - $4.43 Million	-22,289 Closed	0 $0
Q2 2019 Aug 12, 2019	BUY	$180.7 - $197.36 $4.03 Million - $4.4 Million	22,289 New	22,289 $4.31 Million

Others Institutions Holding IYH

# of Institutions

540

Shares Held

23.3M

Call Options Held

26K

Put Options Held

500

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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.