Ifp Advisors, Inc Itau Unibanco Holding S.A. Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Itau Unibanco Holding S.A. stock. As of the latest transaction made, Ifp Advisors, Inc holds 117 shares of ITUB stock, worth $706. This represents 0.0% of its overall portfolio holdings.

Number of Shares

117

Holding current value

$706

% of portfolio

0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$4.96 - $6.57 $580 - $768	117 New	117 $0
Q1 2023 Apr 18, 2023	SELL	$4.33 - $5.15 $3,360 - $3,996	-776 Reduced 72.25%	298 $1,000
Q4 2022 Feb 07, 2023	SELL	$4.34 - $6.02 $147 - $204	-34 Reduced 3.07%	1,074 $18,000
Q3 2022 Nov 08, 2022	SELL	$4.0 - $5.6 $64 - $89	-16 Reduced 1.42%	1,108 $18,000
Q2 2022 Sep 06, 2022	BUY	$4.28 - $5.86 $4,810 - $6,586	1,124 New	1,124 $18,000
Q2 2022 Aug 12, 2022	SELL	$4.28 - $5.86 $4,810 - $6,586	-1,124 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$3.74 - $5.8 $4,203 - $6,519	1,124 New	1,124 $6,000
Q4 2021 Jan 12, 2022	SELL	$3.61 - $4.56 $324 - $410	-90 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$3.31 - $7.73 $297 - $695	90 New	90 $0
Q3 2019 Nov 07, 2019	SELL	$6.53 - $8.19 $861 - $1,081	-132 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$6.88 - $8.89 $2,215 - $2,862	-322 Reduced 70.93%	132 $1,000
Q4 2018 Jan 23, 2019	SELL	$5.97 - $7.7 $829 - $1,070	-139 Reduced 23.44%	454 $3,000
Q2 2018 Aug 07, 2018	SELL	$5.46 - $8.49 $4,280 - $6,656	-784 Reduced 56.94%	593 $0
Q1 2018 Jun 03, 2019	SELL	$7.44 - $9.33 $7,611 - $9,544	-1,023 Reduced 42.63%	1,377 $18,000
Q1 2018 May 09, 2018	BUY	$7.44 - $9.33 $7,611 - $9,544	1,023 Added 74.29%	2,400 $0
Q4 2017 Jan 24, 2018	SELL	$6.78 - $7.88 $1,172 - $1,363	-173 Reduced 11.16%	1,377 $0
Q3 2017 Oct 30, 2017	BUY	$6.55 - $7.68 $288 - $337	44 Added 2.92%	1,550 $21,000
Q2 2017 Jun 03, 2019	BUY	N/A	957 Added 174.32%	1,506 $17,000
Q4 2016 Jun 03, 2019	BUY	N/A	157 Added 40.05%	549 $6,000
Q2 2016 Jun 03, 2019	BUY	N/A	260 Added 196.97%	392 $4,000
Q1 2016 Jun 03, 2019	BUY	N/A	132	132 $1,000

Others Institutions Holding ITUB

# of Institutions

365

Shares Held

844M

Call Options Held

5.8M

Put Options Held

8.02M

Schroder Investment Management Group London, X0

83.1M
Shares

$502 Million
0.59% of portfolio
Pendal Group LTD

51.7M
Shares

$312 Million
1.99% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

50.6M
Shares

$306 Million
0.1% of portfolio
Jpmorgan Chase & CO New York, NY

47.5M
Shares

$287 Million
0.02% of portfolio
Arrowstreet Capital, Limited Partnership Boston, MA

43.9M
Shares

$265 Million
0.24% of portfolio

View Full List

About Itau Unibanco Holding S.A.

Ticker ITUB
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 9,800,869,888
Market Cap $59.2B
Description
Itaú Unibanco Holding S.A. offers a range of financial products and services to individuals and corporate customers in Brazil and internationally. The company operates through three segments: Retail Banking, Wholesale Banking, and Activities with the Market and Corporation. It offers various deposit products, as well as loans and credit cards; i...

More about ITUB

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