Ifp Advisors, Inc Ishares U.S. Consumer Staples Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,230 shares of IYK stock, worth $79,851. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,230

Previous 822 49.64%

Holding current value

$79,851

Previous $55,000 45.45%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$64.04 - $68.25 $26,128 - $27,846	408 Added 49.64%	1,230 $80,000
Q1 2024 Jul 30, 2024	BUY	$65.5 - $197.39 $33,143 - $99,879	506 Added 160.13%	822 $55,000
Q4 2023 Jan 09, 2024	SELL	$178.71 - $194.11 $333,651 - $362,403	-1,867 Reduced 85.52%	316 $60,000
Q3 2023 Oct 12, 2023	BUY	$186.51 - $205.29 $746 - $821	4 Added 0.18%	2,183 $407,000
Q2 2023 Aug 04, 2023	BUY	$194.31 - $207.61 $3,108 - $3,321	16 Added 0.74%	2,179 $436,000
Q1 2023 Apr 18, 2023	SELL	$190.43 - $204.74 $17,138 - $18,426	-90 Reduced 3.99%	2,163 $430,000
Q4 2022 Feb 07, 2023	SELL	$59.77 - $210.04 $17,034 - $59,861	-285 Reduced 11.23%	2,253 $261,000
Q3 2022 Nov 08, 2022	BUY	$59.94 - $207.27 $21,638 - $74,824	361 Added 16.58%	2,538 $299,000
Q2 2022 Sep 06, 2022	BUY	$185.26 - $213.41 $399,605 - $460,325	2,157 Added 10785.0%	2,177 $252,000
Q2 2022 Aug 12, 2022	SELL	$185.26 - $213.41 $399,605 - $460,325	-2,157 Reduced 99.08%	20 $2,000
Q1 2022 Sep 06, 2022	BUY	$189.45 - $204.68 $331,348 - $357,985	1,749 Added 408.64%	2,177 $436,000
Q1 2022 Aug 08, 2022	BUY	$189.45 - $204.68 $72,748 - $78,597	384 Added 872.73%	428 $85,000
Q4 2021 Jan 12, 2022	SELL	$179.86 - $200.18 $38,669 - $43,038	-215 Reduced 83.01%	44 $9,000
Q3 2021 Oct 06, 2021	SELL	$179.59 - $188.4 $11,852 - $12,434	-66 Reduced 20.31%	259 $53,000
Q2 2021 Jul 13, 2021	BUY	$175.59 - $184.13 $13,520 - $14,178	77 Added 31.05%	325 $61,000
Q1 2021 Apr 30, 2021	BUY	$165.4 - $181.87 $41,019 - $45,103	248 New	248 $45,000
Q4 2020 Jan 25, 2021	BUY	$144.79 - $173.41 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	SELL	$127.97 - $154.59 $767 - $927	-6 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$104.69 - $132.45 $3,559 - $4,503	-34 Reduced 85.0%	6 $0
Q3 2019 Nov 07, 2019	BUY	$119.38 - $126.9 $4,775 - $5,076	40 New	40 $4,000
Q1 2019 May 15, 2019	SELL	$104.87 - $119.45 $307,164 - $349,869	-2,929 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	$102.26 - $119.46 $40,188 - $46,947	-393 Reduced 11.83%	2,929 $311,000
Q3 2018 Oct 25, 2018	BUY	$117.39 - $122.46 $323,526 - $337,499	2,756 Added 486.93%	3,322 $0
Q2 2018 Aug 07, 2018	SELL	$111.68 - $121.06 $670 - $726	-6 Reduced 1.05%	566 $0
Q1 2018 Jun 03, 2019	SELL	$115.42 - $130.64 $461 - $522	-4 Reduced 0.69%	572 $73,000
Q1 2018 May 09, 2018	BUY	$115.42 - $130.64 $461 - $522	4 Added 0.7%	576 $0
Q4 2017 Jan 24, 2018	SELL	$118.55 - $127.67 $340,475 - $366,668	-2,872 Reduced 83.39%	572 $0
Q3 2017 Oct 30, 2017	SELL	$120.33 - $120.99 $583,720 - $586,922	-4,851 Reduced 58.48%	3,444 $416,000
Q2 2017 Jun 03, 2019	BUY	N/A	7,824 Added 1661.15%	8,295 $1.01 Million
Q1 2017 Jun 03, 2019	SELL	N/A	-36 Reduced 7.1%	471 $56,000
Q4 2016 Jun 03, 2019	SELL	N/A	-794 Reduced 61.03%	507 $56,000
Q2 2016 Jun 03, 2019	BUY	N/A	1,301	1,301 $150,000

Others Institutions Holding IYK

# of Institutions

242

Shares Held

9.58M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
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