Ifp Advisors, Inc Ishares Tr U S Utils ETF Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Ifp Advisors, Inc holds 175 shares of IDU stock, worth $18,434. This represents 0.0% of its overall portfolio holdings.

Number of Shares

175

Previous 122 43.44%

Holding current value

$18,434

Previous $11,000 54.55%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$95.33 - $102.77 $5,052 - $5,446	53 Added 43.44%	175 $17,000
Q1 2024 Jul 30, 2024	SELL	$76.16 - $84.52 $39,222 - $43,527	-515 Reduced 80.85%	122 $10,000
Q4 2023 Jan 09, 2024	SELL	$70.39 - $82.51 $70 - $82	-1 Reduced 0.16%	637 $50,000
Q3 2023 Oct 12, 2023	SELL	$73.46 - $85.26 $11,900 - $13,812	-162 Reduced 20.25%	638 $46,000
Q2 2023 Aug 04, 2023	SELL	$79.78 - $86.19 $28,401 - $30,683	-356 Reduced 30.8%	800 $65,000
Q1 2023 Apr 18, 2023	BUY	$78.76 - $88.37 $2,599 - $2,916	33 Added 2.94%	1,156 $96,000
Q4 2022 Feb 07, 2023	SELL	$76.38 - $89.16 $20,393 - $23,805	-267 Reduced 19.21%	1,123 $146,000
Q3 2022 Nov 08, 2022	BUY	$81.13 - $95.89 $30,910 - $36,534	381 Added 37.76%	1,390 $184,000
Q2 2022 Sep 06, 2022	BUY	$78.85 - $93.89 $79,559 - $94,735	1,009 New	1,009 $130,000
Q2 2022 Aug 12, 2022	SELL	$78.85 - $93.89 $79,559 - $94,735	-1,009 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$79.56 - $91.11 $70,728 - $80,996	889 Added 740.83%	1,009 $91,000
Q1 2021 Apr 30, 2021	SELL	$72.46 - $79.63 $34,563 - $37,983	-477 Reduced 79.9%	120 $10,000
Q4 2020 Jan 25, 2021	SELL	$73.61 - $82.19 $18,844 - $21,040	-256 Reduced 30.01%	597 $47,000
Q3 2020 Oct 29, 2020	SELL	$70.19 - $76.14 $3,509 - $3,807	-50 Reduced 5.54%	853 $124,000
Q2 2020 Aug 05, 2020	SELL	$64.5 - $78.05 $1.02 Million - $1.24 Million	-15,866 Reduced 94.62%	903 $123,000
Q1 2020 May 12, 2020	BUY	$56.5 - $88.53 $37,629 - $58,960	666 Added 4.14%	16,769 $2.31 Million
Q4 2019 Jan 17, 2020	SELL	$77.06 - $81.5 $6,550 - $6,927	-85 Reduced 0.53%	16,103 $2.6 Million
Q3 2019 Nov 07, 2019	BUY	$74.74 - $81.66 $1.21 Million - $1.32 Million	16,163 Added 64652.0%	16,188 $2.64 Million
Q1 2019 May 15, 2019	SELL	$65.82 - $74.61 $63,911 - $72,446	-971 Reduced 97.49%	25 $4,000
Q4 2018 Jan 23, 2019	SELL	$65.33 - $72.1 $7,708 - $8,507	-118 Reduced 10.59%	996 $66,000
Q3 2018 Oct 25, 2018	SELL	$65.43 - $69.3 $35,070 - $37,144	-536 Reduced 32.48%	1,114 $0
Q2 2018 Aug 07, 2018	SELL	$61.72 - $66.07 $185,592 - $198,672	-3,007 Reduced 64.57%	1,650 $0
Q1 2018 Jun 03, 2019	BUY	$59.97 - $65.92 $156,221 - $171,721	2,605 Added 126.95%	4,657 $619,000
Q1 2018 May 09, 2018	SELL	$59.97 - $65.92 $156,221 - $171,721	-2,605 Reduced 55.94%	2,052 $0
Q4 2017 Jan 24, 2018	SELL	$65.78 - $71.11 $247,859 - $267,942	-3,768 Reduced 44.72%	4,657 $0
Q3 2017 Oct 30, 2017	SELL	$66.38 - $67.19 $169,733 - $171,804	-2,557 Reduced 23.28%	8,425 $1.12 Million
Q2 2017 Jun 03, 2019	BUY	N/A	7,410 Added 207.45%	10,982 $1.43 Million
Q1 2017 Jun 03, 2019	BUY	N/A	14 Added 0.39%	3,572 $459,000
Q4 2016 Jun 03, 2019	BUY	N/A	1,076 Added 43.35%	3,558 $433,000
Q2 2016 Jun 03, 2019	BUY	N/A	2,457 Added 9828.0%	2,482 $326,000
Q1 2016 Jun 03, 2019	BUY	N/A	25	25 $4,000

Others Institutions Holding IDU

# of Institutions

286

Shares Held

7.37M

Call Options Held

Put Options Held

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About ISHARES TR U S UTILS ETF

Ticker IDU
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