Ifp Advisors, Inc Ishares Tr Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 285 shares of IHE stock, worth $19,975. This represents 0.0% of its overall portfolio holdings.

Number of Shares

285

Previous 285 -0.0%

Holding current value

$19,975

Previous $20,000 10.0%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jul 30, 2024	BUY	$66.67 - $208.65 $12,667 - $39,643	190 Added 200.0%	285 $19,000
Q3 2023 Oct 12, 2023	BUY	$173.7 - $191.47 $2,605 - $2,872	15 Added 18.75%	95 $16,000
Q1 2023 Apr 18, 2023	SELL	$169.94 - $188.72 $139,180 - $154,561	-819 Reduced 91.1%	80 $14,000
Q4 2022 Feb 07, 2023	SELL	$55.99 - $189.96 $13,661 - $46,350	-244 Reduced 21.35%	899 $142,000
Q2 2022 Sep 06, 2022	BUY	$178.46 - $201.82 $203,979 - $230,680	1,143 New	1,143 $181,000
Q2 2022 Aug 12, 2022	SELL	$178.46 - $201.82 $203,979 - $230,680	-1,143 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$180.82 - $198.07 $160,387 - $175,688	887 Added 346.48%	1,143 $222,000
Q1 2021 Apr 30, 2021	SELL	$171.78 - $186.35 $1,374 - $1,490	-8 Reduced 3.03%	256 $45,000
Q1 2020 May 12, 2020	SELL	$117.05 - $165.25 $3,511 - $4,957	-30 Reduced 10.2%	264 $35,000
Q4 2019 Jan 17, 2020	BUY	$137.35 - $161.75 $10,301 - $12,131	75 Added 34.25%	294 $47,000
Q3 2019 Nov 07, 2019	BUY	$137.34 - $153.9 $30,077 - $33,704	219 New	219 $30,000
Q1 2019 May 15, 2019	SELL	$137.01 - $157.28 $85,083 - $97,670	-621 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	$132.01 - $167.62 $4,752 - $6,034	-36 Reduced 5.48%	621 $87,000
Q2 2018 Aug 07, 2018	SELL	$140.48 - $156.38 $138,934 - $154,659	-989 Reduced 60.09%	657 $0
Q1 2018 Jun 03, 2019	BUY	$144.38 - $165.42 $142,791 - $163,600	989 Added 150.53%	1,646 $254,000
Q1 2018 May 09, 2018	SELL	$144.38 - $165.42 $142,791 - $163,600	-989 Reduced 60.09%	657 $0
Q4 2017 Jan 24, 2018	SELL	$149.13 - $160.77 $34,598 - $37,298	-232 Reduced 12.35%	1,646 $0
Q3 2017 Oct 30, 2017	SELL	$154.56 - $156.36 $1,545 - $1,563	-10 Reduced 0.53%	1,878 $294,000
Q2 2017 Jun 03, 2019	SELL	N/A	-1,693 Reduced 47.28%	1,888 $293,000
Q1 2017 Jun 03, 2019	SELL	N/A	-8,246 Reduced 69.72%	3,581 $540,000
Q4 2016 Jun 03, 2019	BUY	N/A	9,234 Added 356.11%	11,827 $1.67 Million
Q2 2016 Jun 03, 2019	BUY	N/A	2,593	2,593 $374,000

Others Institutions Holding IHE

# of Institutions

164

Shares Held

5.61M

Call Options Held

100

Put Options Held

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About ISHARES TR

Ticker IHE
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