A detailed history of Ifp Advisors, Inc transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Ifp Advisors, Inc holds 28,634 shares of IBMQ stock, worth $725,012. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,634
Previous 28,430 0.72%
Holding current value
$725,012
Previous $718,000 0.28%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$24.81 - $25.19 $5,061 - $5,138
204 Added 0.72%
28,634 $716,000
Q1 2024

Jul 30, 2024

BUY
$25.27 - $25.61 $48,821 - $49,478
1,932 Added 7.29%
28,430 $718,000
Q4 2023

Jan 09, 2024

BUY
$24.26 - $25.61 $642,841 - $678,613
26,498 New
26,498 $678,000
Q2 2023

Aug 04, 2023

SELL
$24.9 - $25.77 $437,991 - $453,294
-17,590 Reduced 68.96%
7,916 $199,000
Q1 2023

Apr 18, 2023

SELL
$24.96 - $25.8 $192,766 - $199,253
-7,723 Reduced 23.24%
25,506 $652,000
Q4 2022

Feb 07, 2023

BUY
$24.12 - $25.25 $487,634 - $510,479
20,217 Added 155.37%
33,229 $832,000
Q3 2022

Nov 08, 2022

BUY
$24.19 - $25.67 $314,760 - $334,018
13,012 New
13,012 $327,000

Others Institutions Holding IBMQ

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc and customize your updates to receive the information that matters most to you.

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.