Ifp Advisors, Inc Ishares Cmbs ETF Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Cmbs ETF stock. As of the latest transaction made, Ifp Advisors, Inc holds 2,930 shares of CMBS stock, worth $141,343. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,930

Previous 2,762 6.08%

Holding current value

$141,343

Previous $130,000 7.69%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$47.16 - $48.21 $7,922 - $8,099	168 Added 6.08%	2,930 $140,000
Q4 2024 Feb 04, 2025	BUY	$47.09 - $48.64 $110,708 - $114,352	2,351 Added 572.02%	2,762 $130,000
Q3 2024 Feb 04, 2025	BUY	$46.61 - $48.93 $19,156 - $20,110	411 New	411 $20,000
Q1 2023 Apr 18, 2023	SELL	$45.64 - $47.36 $129,708 - $134,597	-2,842 Reduced 97.73%	66 $3,000
Q4 2022 Feb 07, 2023	BUY	$44.69 - $46.69 $44 - $46	1 Added 0.03%	2,908 $151,000
Q3 2022 Nov 08, 2022	SELL	$45.75 - $49.07 $1,281 - $1,373	-28 Reduced 0.95%	2,907 $151,000
Q2 2022 Sep 06, 2022	BUY	$46.98 - $49.67 $137,886 - $145,781	2,935 New	2,935 $152,000
Q2 2022 Aug 12, 2022	SELL	$46.98 - $49.67 $137,886 - $145,781	-2,935 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$49.41 - $52.81 $28,311 - $30,260	573 Added 24.26%	2,935 $0
Q4 2021 Jan 12, 2022	BUY	$52.98 - $54.14 $21,880 - $22,359	413 Added 21.19%	2,362 $125,000
Q3 2021 Oct 06, 2021	BUY	$53.98 - $54.94 $4,156 - $4,230	77 Added 4.11%	1,949 $106,000
Q2 2021 Jul 13, 2021	SELL	$53.73 - $54.55 $92,415 - $93,826	-1,720 Reduced 47.88%	1,872 $102,000
Q1 2021 Apr 30, 2021	BUY	$53.86 - $55.45 $29,299 - $30,164	544 Added 17.85%	3,592 $195,000
Q4 2020 Jan 25, 2021	SELL	$54.62 - $55.59 $14,747 - $15,009	-270 Reduced 8.14%	3,048 $170,000
Q3 2020 Oct 29, 2020	BUY	$54.55 - $55.59 $136,429 - $139,030	2,501 Added 306.12%	3,318 $185,000
Q2 2020 Aug 05, 2020	SELL	$52.13 - $54.92 $9,487 - $9,995	-182 Reduced 18.22%	817 $45,000
Q1 2020 May 12, 2020	BUY	$50.36 - $55.89 $25,885 - $28,727	514 Added 105.98%	999 $51,000
Q4 2019 Jan 17, 2020	BUY	$52.61 - $53.91 $19,150 - $19,623	364 Added 300.83%	485 $25,000
Q3 2019 Nov 07, 2019	SELL	$53.01 - $53.69 $61,491 - $62,280	-1,160 Reduced 90.55%	121 $6,000
Q1 2019 May 15, 2019	SELL	N/A	-600 Reduced 31.9%	1,281 $65,000
Q4 2018 Jan 23, 2019	SELL	N/A	-27 Reduced 1.42%	1,881 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-48 Reduced 2.45%	1,908 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-60 Reduced 2.98%	1,956 $0
Q1 2018 Jun 03, 2019	BUY	N/A	71 Added 3.65%	2,016 $103,000
Q1 2018 May 09, 2018	SELL	N/A	-71 Reduced 3.52%	1,945 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-173 Reduced 7.9%	2,016 $0
Q3 2017 Oct 30, 2017	BUY	N/A	242 Added 12.43%	2,189 $113,000
Q2 2017 Jun 03, 2019	SELL	N/A	-30 Reduced 1.52%	1,947 $100,000
Q1 2017 Jun 03, 2019	BUY	N/A	137 Added 7.45%	1,977 $101,000
Q4 2016 Jun 03, 2019	BUY	N/A	149 Added 8.81%	1,840 $94,000
Q2 2016 Jun 03, 2019	BUY	N/A	410 Added 32.01%	1,691 $90,000
Q1 2016 Jun 03, 2019	BUY	N/A	1,281	1,281 $65,000

Others Institutions Holding CMBS

# of Institutions

100

Shares Held

6.27M

Call Options Held

Put Options Held

4.9K

View Full List

About ISHARES CMBS ETF

Ticker CMBS
Sector ETFs
Industry ETFs

More about CMBS

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