Ifp Advisors, Inc Ishares Tr Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 673 shares of IYM stock, worth $90,605. This represents 0.0% of its overall portfolio holdings.

Number of Shares

673

Previous 673 -0.0%

Holding current value

$90,605

Previous $87,000 3.45%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$129.15 - $153.25 $51,660 - $61,300	400 Added 146.52%	673 $87,000
Q2 2023 Aug 04, 2023	SELL	$120.69 - $133.93 $30,655 - $34,018	-254 Reduced 48.2%	273 $36,000
Q1 2023 Apr 18, 2023	SELL	$124.32 - $140.43 $559,067 - $631,513	-4,497 Reduced 89.51%	527 $69,000
Q4 2022 Feb 07, 2023	SELL	$109.29 - $133.88 $151,475 - $185,557	-1,386 Reduced 21.62%	5,024 $413,000
Q3 2022 Nov 08, 2022	SELL	$106.58 - $130.61 $4,050 - $4,963	-38 Reduced 0.59%	6,410 $535,000
Q2 2022 Sep 06, 2022	BUY	$117.72 - $154.02 $746,462 - $976,640	6,341 Added 5926.17%	6,448 $538,000
Q2 2022 Aug 12, 2022	SELL	$117.72 - $154.02 $746,462 - $976,640	-6,341 Reduced 98.34%	107 $9,000
Q1 2022 Sep 06, 2022	BUY	$128.72 - $151.73 $671,918 - $792,030	5,220 Added 425.08%	6,448 $964,000
Q1 2022 Aug 08, 2022	BUY	$128.72 - $151.73 $68,736 - $81,023	534 Added 76.95%	1,228 $183,000
Q4 2021 Jan 12, 2022	SELL	$125.86 - $141.73 $3.05 Million - $3.43 Million	-24,224 Reduced 97.21%	694 $98,000
Q3 2021 Oct 06, 2021	BUY	$122.85 - $135.99 $2.97 Million - $3.28 Million	24,145 Added 3123.54%	24,918 $3.1 Million
Q2 2021 Jul 13, 2021	SELL	$126.01 - $141.25 $41,835 - $46,895	-332 Reduced 30.05%	773 $102,000
Q1 2021 Apr 30, 2021	SELL	$111.16 - $126.89 $2.38 Million - $2.72 Million	-21,400 Reduced 95.09%	1,105 $139,000
Q4 2020 Jan 25, 2021	BUY	$95.24 - $113.41 $2.08 Million - $2.47 Million	21,820 Added 3185.4%	22,505 $2.54 Million
Q3 2020 Oct 29, 2020	SELL	$89.06 - $104.94 $1,514 - $1,783	-17 Reduced 2.42%	685 $67,000
Q2 2020 Aug 05, 2020	SELL	$65.8 - $95.31 $7,698 - $11,151	-117 Reduced 14.29%	702 $63,000
Q4 2019 Jan 17, 2020	SELL	$87.15 - $97.94 $261 - $293	-3 Reduced 0.36%	819 $82,000
Q3 2019 Nov 07, 2019	BUY	$86.44 - $96.34 $57,828 - $64,451	669 Added 437.25%	822 $77,000
Q1 2019 May 15, 2019	SELL	$82.06 - $93.91 $58,180 - $66,582	-709 Reduced 82.25%	153 $14,000
Q4 2018 Jan 23, 2019	SELL	$78.95 - $99.65 $8,210 - $10,363	-104 Reduced 10.77%	862 $72,000
Q3 2018 Oct 25, 2018	SELL	$97.95 - $102.95 $60,826 - $63,931	-621 Reduced 39.13%	966 $0
Q2 2018 Aug 07, 2018	SELL	$94.0 - $104.36 $1.57 Million - $1.74 Million	-16,657 Reduced 91.3%	1,587 $0
Q1 2018 Jun 03, 2019	SELL	$94.17 - $108.05 $258,402 - $296,489	-2,744 Reduced 13.07%	18,244 $1.87 Million
Q1 2018 May 09, 2018	BUY	$94.17 - $108.05 $258,402 - $296,489	2,744 Added 15.04%	20,988 $0
Q4 2017 Jan 24, 2018	BUY	$96.74 - $102.54 $603,270 - $639,439	6,236 Added 51.93%	18,244 $0
Q3 2017 Oct 30, 2017	SELL	$95.26 - $95.84 $816,759 - $821,732	-8,574 Reduced 41.66%	12,008 $1.15 Million
Q2 2017 Jun 03, 2019	BUY	N/A	17,120 Added 494.51%	20,582 $1.84 Million
Q1 2017 Jun 03, 2019	SELL	N/A	-15,872 Reduced 82.09%	3,462 $309,000
Q4 2016 Jun 03, 2019	BUY	N/A	17,146 Added 783.64%	19,334 $1.61 Million
Q2 2016 Jun 03, 2019	BUY	N/A	2,035 Added 1330.07%	2,188 $166,000
Q1 2016 Jun 03, 2019	BUY	N/A	153	153 $14,000

Others Institutions Holding IYM

# of Institutions

215

Shares Held

2.4M

Call Options Held

8.4K

Put Options Held

300

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

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