Ifp Advisors, Inc Ishares Tr Ibonds December 202 Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Ifp Advisors, Inc holds 34,578 shares of IBMO stock, worth $886,234. This represents 0.03% of its overall portfolio holdings.

Number of Shares

34,578

Previous 30,744 12.47%

Holding current value

$886,234

Previous $785,000 12.74%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$25.32 - $25.63 $97,076 - $98,265	3,834 Added 12.47%	34,578 $885,000
Q1 2025 May 05, 2025	SELL	$25.45 - $25.6 $70,521 - $70,937	-2,771 Reduced 8.27%	30,744 $785,000
Q4 2024 Feb 04, 2025	SELL	$25.4 - $25.62 $11,176 - $11,272	-440 Reduced 1.3%	33,515 $853,000
Q3 2024 Feb 04, 2025	SELL	$25.26 - $25.66 $91,996 - $93,453	-3,642 Reduced 9.69%	33,955 $871,000
Q2 2024 Jul 30, 2024	SELL	$25.16 - $25.33 $23,323 - $23,480	-927 Reduced 2.41%	37,597 $951,000
Q1 2024 Jul 30, 2024	BUY	$25.35 - $25.52 $43,982 - $44,277	1,735 Added 4.72%	38,524 $976,000
Q4 2023 Jan 09, 2024	BUY	$24.71 - $25.52 $154,906 - $159,984	6,269 Added 20.54%	36,789 $938,000
Q3 2023 Oct 12, 2023	SELL	$24.76 - $25.26 $190,404 - $194,249	-7,690 Reduced 20.13%	30,520 $757,000
Q2 2023 Aug 04, 2023	SELL	$24.96 - $25.63 $246,380 - $252,993	-9,871 Reduced 20.53%	38,210 $962,000
Q1 2023 Apr 18, 2023	SELL	$24.99 - $25.64 $162,410 - $166,634	-6,499 Reduced 11.91%	48,081 $1.23 Million
Q4 2022 Feb 07, 2023	BUY	$24.52 - $25.33 $633,719 - $654,653	25,845 Added 89.94%	54,580 $1.37 Million
Q3 2022 Nov 08, 2022	BUY	$24.63 - $25.76 $562,943 - $588,770	22,856 Added 388.77%	28,735 $719,000
Q2 2022 Sep 06, 2022	BUY	$24.88 - $25.49 $146,269 - $149,855	5,879 New	5,879 $147,000
Q2 2022 Aug 12, 2022	SELL	$24.88 - $25.49 $146,269 - $149,855	-5,879 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$25.42 - $26.86 $101,680 - $107,440	4,000 Added 212.88%	5,879 $149,000
Q1 2022 Aug 08, 2022	BUY	$25.42 - $26.86 $47,764 - $50,469	1,879 New	1,879 $47,000
Q3 2021 Oct 06, 2021	SELL	$26.88 - $27.14 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$26.77 - $27.05 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	SELL	$26.74 - $27.23 $50,244 - $51,165	-1,879 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$26.61 - $27.05 $50,000 - $50,826	1,879 New	1,879 $51,000

Others Institutions Holding IBMO

# of Institutions

196

Shares Held

19.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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