Ifp Advisors, Inc Ishares Morningstar Mid Cap Et Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 04, 2023	BUY	$58.45 - $63.29 $12,625 - $13,670	216 New	216 $13,000
Q4 2022 Feb 07, 2023	SELL	$53.66 - $62.35 $10,732 - $12,470	-200 Reduced 28.49%	502 $93,000
Q3 2022 Nov 08, 2022	BUY	$53.88 - $64.86 $15,409 - $18,549	286 Added 68.75%	702 $130,000
Q2 2022 Sep 06, 2022	BUY	$54.49 - $67.75 $22,667 - $28,184	416 New	416 $77,000
Q2 2022 Aug 12, 2022	SELL	$54.49 - $67.75 $22,667 - $28,184	-416 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$62.82 - $71.22 $13,569 - $15,383	216 Added 108.0%	416 $0
Q1 2022 Aug 08, 2022	BUY	$62.82 - $71.22 $12,564 - $14,244	200 New	200 $0
Q3 2021 Oct 06, 2021	SELL	$64.6 - $69.96 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$63.61 - $67.29 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$57.59 - $63.79 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$49.49 - $58.54 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$45.9 - $52.31 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$35.81 - $50.15 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$32.1 - $54.4 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$47.88 - $52.39 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	SELL	$49.18 - $50.15 $6,836 - $6,970	-139 Closed	0 $0
Q1 2019 May 15, 2019	SELL	N/A	-442 Reduced 76.08%	139 $27,000
Q4 2018 Jan 23, 2019	SELL	N/A	-849 Reduced 59.37%	581 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-31 Reduced 2.12%	1,430 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-34 Reduced 2.27%	1,461 $0
Q1 2018 Jun 03, 2019	BUY	N/A	34 Added 2.33%	1,495 $277,000
Q1 2018 May 09, 2018	SELL	N/A	-34 Reduced 2.27%	1,461 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-762 Reduced 33.76%	1,495 $0
Q3 2017 Oct 30, 2017	BUY	N/A	50 Added 2.27%	2,257 $395,000
Q2 2017 Jun 03, 2019	BUY	N/A	64 Added 2.99%	2,207 $372,000
Q1 2017 Jun 03, 2019	BUY	N/A	358 Added 20.06%	2,143 $357,000
Q4 2016 Jun 03, 2019	BUY	N/A	277 Added 18.37%	1,785 $281,000
Q2 2016 Jun 03, 2019	BUY	N/A	1,369 Added 984.89%	1,508 $225,000
Q1 2016 Jun 03, 2019	BUY	N/A	139	139 $27,000

Others Institutions Holding IMCB

# of Institutions

195

Shares Held

7.2M

Call Options Held

Put Options Held

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