Ifp Advisors, Inc Wisdom Tree Interest Rate Hedg Transaction History

Ifp Advisors, Inc

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 04, 2023	SELL	$43.4 - $44.24 $57,852 - $58,971	-1,333 Reduced 0.74%	179,789 $7.95 Million
Q1 2023 Apr 18, 2023	SELL	$43.29 - $44.12 $136,753 - $139,375	-3,159 Reduced 1.71%	181,122 $7.88 Million
Q4 2022 Feb 07, 2023	SELL	$43.4 - $46.14 $512,033 - $544,359	-11,798 Reduced 6.02%	184,281 $8.84 Million
Q3 2022 Nov 08, 2022	BUY	N/A	3,094 Added 1.6%	196,079 $9.4 Million
Q2 2022 Sep 06, 2022	BUY	N/A	192,985 New	192,985 $9.26 Million

Q2 2022 Aug 12, 2022	SELL	N/A	-192,985 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	N/A	-44,221 Reduced 18.64%	192,985 $0
Q1 2022 Aug 08, 2022	BUY	N/A	59,836 Added 33.74%	237,206 $0
Q4 2021 Jan 12, 2022	BUY	N/A	4,431 Added 2.56%	177,370 $8.3 Million
Q3 2021 Oct 06, 2021	BUY	N/A	3,993 Added 2.36%	172,939 $8.12 Million
Q2 2021 Jul 13, 2021	BUY	N/A	168,946 New	168,946 $7.96 Million
Q1 2021 Apr 30, 2021	BUY	N/A	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	N/A	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	N/A	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	N/A	0 New	0 $0
Q1 2020 May 12, 2020	BUY	N/A	0 New	0 $0
Q4 2019 Jan 17, 2020	SELL	N/A	-331 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	312 Added 1642.11%	331 $16,000
Q4 2018 Jan 23, 2019	SELL	N/A	-715 Reduced 97.41%	19 $0
Q3 2018 Oct 25, 2018	BUY	N/A	19 Added 2.66%	734 $0
Q2 2016 Jun 03, 2019	BUY	N/A	384 Added 116.01%	715 $34,000
Q1 2016 Jun 03, 2019	BUY	N/A	331	331 $16,000

6.26M

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

Stay updated on Ifp Advisors, Inc with notifications on news.