Ifp Advisors, Inc Capital Group Core Equity ETF Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Ifp Advisors, Inc holds 344,275 shares of CGUS stock, worth $12.1 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

344,275

Previous 3,122 10927.39%

Holding current value

$12.1 Million

Previous $109,000 10448.62%

% of portfolio

0.37%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$33.08 - $36.62 $11.3 Million - $12.5 Million	341,153 Added 10927.39%	344,275 $11.5 Million
Q4 2024 Feb 04, 2025	BUY	$33.96 - $36.24 $17,591 - $18,772	518 Added 19.89%	3,122 $109,000
Q3 2024 Feb 04, 2025	BUY	$31.19 - $34.33 $5,707 - $6,282	183 Added 7.56%	2,604 $89,000
Q2 2024 Jul 30, 2024	BUY	$29.72 - $32.45 $41,756 - $45,592	1,405 Added 138.29%	2,421 $78,000
Q1 2024 Jul 30, 2024	BUY	$27.81 - $31.24 $111 - $124	4 Added 0.4%	1,016 $31,000
Q4 2023 Jan 09, 2024	SELL	$24.27 - $28.43 $23,833 - $27,918	-982 Reduced 49.25%	1,012 $28,000
Q3 2023 Oct 12, 2023	BUY	$25.04 - $26.55 $100 - $106	4 Added 0.2%	1,994 $50,000
Q2 2023 Aug 04, 2023	SELL	$23.59 - $25.68 $39,513 - $43,014	-1,675 Reduced 45.7%	1,990 $51,000
Q1 2023 Apr 18, 2023	SELL	$22.32 - $24.22 $11,740 - $12,739	-526 Reduced 12.55%	3,665 $86,000
Q4 2022 Feb 07, 2023	BUY	$20.54 - $23.52 $26,188 - $29,988	1,275 Added 43.72%	4,191 $104,000
Q3 2022 Nov 08, 2022	BUY	$20.38 - $24.08 $42,981 - $50,784	2,109 Added 261.34%	2,916 $73,000
Q2 2022 Sep 06, 2022	BUY	$21.17 - $26.03 $17,084 - $21,006	807 New	807 $21,000
Q2 2022 Aug 12, 2022	SELL	$21.17 - $26.03 $17,084 - $21,006	-807 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$23.86 - $26.27 $19,255 - $21,199	807 New	807 $20,000

Others Institutions Holding CGUS

# of Institutions

333

Shares Held

103M

Call Options Held

42.7K

Put Options Held

1.4K

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

Track This Portfolio

Portfolio Update

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

News

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

Account