Ifp Advisors, Inc Ishares Tr Ishares Morningstar Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Ifp Advisors, Inc holds 401 shares of IYLD stock, worth $8,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares

401

Previous 401 -0.0%

Holding current value

$8,184

Previous $7,000 14.29%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	SELL	$18.96 - $19.68 $6,465 - $6,710	-341 Reduced 45.96%	401 $7,000
Q2 2023 Aug 04, 2023	BUY	$18.84 - $19.52 $5,896 - $6,109	313 Added 72.96%	742 $14,000
Q1 2023 Apr 18, 2023	SELL	$18.75 - $20.3 $737,662 - $798,642	-39,342 Reduced 98.92%	429 $8,000
Q4 2022 Feb 07, 2023	SELL	$18.04 - $19.73 $71,961 - $78,702	-3,989 Reduced 9.12%	39,771 $985,000
Q3 2022 Nov 08, 2022	SELL	$18.36 - $20.67 $2,754 - $3,100	-150 Reduced 0.34%	43,760 $1.08 Million
Q2 2022 Sep 06, 2022	BUY	$19.62 - $22.38 $861,514 - $982,705	43,910 New	43,910 $1.09 Million
Q2 2022 Aug 12, 2022	SELL	$19.62 - $22.38 $861,514 - $982,705	-43,910 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$21.76 - $23.86 $906,695 - $994,198	41,668 Added 1858.52%	43,910 $0
Q1 2022 Aug 08, 2022	SELL	$21.76 - $23.86 $12,620 - $13,838	-580 Reduced 20.55%	2,242 $0
Q4 2021 Jan 12, 2022	BUY	$23.68 - $24.27 $331 - $339	14 Added 0.5%	2,822 $75,000
Q3 2021 Oct 06, 2021	SELL	$23.93 - $24.47 $13,544 - $13,850	-566 Reduced 16.78%	2,808 $75,000
Q2 2021 Jul 13, 2021	SELL	$23.48 - $24.3 $140 - $145	-6 Reduced 0.18%	3,374 $81,000
Q1 2021 Apr 30, 2021	SELL	$23.24 - $24.06 $6,483 - $6,712	-279 Reduced 7.63%	3,380 $80,000
Q4 2020 Jan 25, 2021	SELL	$22.03 - $24.07 $10,332 - $11,288	-469 Reduced 11.36%	3,659 $87,000
Q3 2020 Oct 29, 2020	SELL	$22.15 - $23.13 $195,872 - $204,538	-8,843 Reduced 68.18%	4,128 $93,000
Q2 2020 Aug 05, 2020	SELL	$18.99 - $23.14 $1.19 Million - $1.45 Million	-62,649 Reduced 82.85%	12,971 $288,000
Q1 2020 May 12, 2020	BUY	$18.15 - $26.07 $128,828 - $185,044	7,098 Added 10.36%	75,620 $1.55 Million
Q4 2019 Jan 17, 2020	SELL	$24.57 - $25.69 $1.51 Million - $1.58 Million	-61,394 Reduced 47.26%	68,522 $1.76 Million
Q3 2019 Nov 07, 2019	SELL	$24.82 - $25.07 $4.22 Million - $4.26 Million	-170,111 Reduced 56.7%	129,916 $3.24 Million
Q1 2019 May 15, 2019	SELL	N/A	-135,212 Reduced 31.07%	300,027 $7.41 Million
Q4 2018 Jan 23, 2019	SELL	N/A	-145,141 Reduced 25.01%	435,239 $0
Q3 2018 Oct 25, 2018	BUY	N/A	43,109 Added 8.02%	580,380 $0
Q2 2018 Aug 07, 2018	BUY	N/A	370,197 Added 221.58%	537,271 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-263,498 Reduced 61.2%	167,074 $4.32 Million
Q1 2018 May 09, 2018	BUY	N/A	263,498 Added 157.71%	430,572 $0
Q4 2017 Jan 24, 2018	BUY	N/A	14,827 Added 9.74%	167,074 $0
Q3 2017 Oct 30, 2017	BUY	N/A	16,686 Added 12.31%	152,247 $3.94 Million
Q2 2017 Jun 03, 2019	BUY	N/A	55,987 Added 70.36%	135,561 $3.47 Million
Q1 2017 Jun 03, 2019	BUY	N/A	37,647 Added 89.79%	79,574 $2 Million
Q4 2016 Jun 03, 2019	SELL	N/A	-1,280 Reduced 2.96%	41,927 $1.02 Million
Q2 2016 Jun 03, 2019	SELL	N/A	-256,820 Reduced 85.6%	43,207 $1.08 Million
Q1 2016 Jun 03, 2019	BUY	N/A	300,027	300,027 $7.41 Million

Others Institutions Holding IYLD

# of Institutions

Shares Held

1.55M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES MORNINGSTAR

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