Ifp Advisors, Inc Spdr Bloomberg Short Term Inte Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 06, 2021	SELL	$30.98 - $31.84 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$31.56 - $32.52 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$31.5 - $33.03 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$31.43 - $32.85 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$30.51 - $31.78 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$29.1 - $30.86 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$28.64 - $31.03 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$30.33 - $30.87 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	$30.29 - $30.57 $0 - $0	0 New	0 $0
Q1 2019 May 15, 2019	SELL	N/A	-562 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	N/A	562 New	562 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-3,157 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	N/A	3,157 New	3,157 $0

Others Institutions Holding BWZ

# of Institutions

41

Shares Held

3.8M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

766K
Shares

$19.6 Million
2.22% of portfolio
Financial Management Professionals, Inc.

724K
Shares

$18.5 Million
2.48% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$16.5 Million
1.0% of portfolio
Envestnet Asset Management Inc

392K
Shares

$10 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

275K
Shares

$7.04 Million
0.02% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

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