A detailed history of Ifp Advisors, Inc transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Ifp Advisors, Inc holds 139 shares of IYZ stock, worth $3,782. This represents 0.0% of its overall portfolio holdings.

Number of Shares
139
Previous 129 7.75%
Holding current value
$3,782
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$20.47 - $21.85 $204 - $218
10 Added 7.75%
139 $3,000
Q4 2023

Jan 09, 2024

SELL
$19.9 - $22.82 $45,212 - $51,847
-2,272 Reduced 94.63%
129 $2,000
Q3 2023

Oct 12, 2023

BUY
$21.07 - $22.86 $1,790 - $1,943
85 Added 3.67%
2,401 $51,000
Q2 2023

Aug 04, 2023

SELL
$20.98 - $23.09 $20,644 - $22,720
-984 Reduced 29.82%
2,316 $51,000
Q1 2023

Apr 18, 2023

BUY
$22.0 - $25.14 $10,296 - $11,765
468 Added 16.53%
3,300 $76,000
Q4 2022

Feb 07, 2023

SELL
$20.4 - $23.77 $18,013 - $20,988
-883 Reduced 23.77%
2,832 $81,000
Q3 2022

Nov 08, 2022

BUY
$20.88 - $27.03 $2,547 - $3,297
122 Added 3.4%
3,715 $120,000
Q2 2022

Sep 06, 2022

BUY
$23.96 - $30.44 $86,088 - $109,370
3,593 New
3,593 $108,000
Q2 2022

Aug 12, 2022

SELL
$23.96 - $30.44 $86,088 - $109,370
-3,593 Closed
0 $0
Q1 2022

Sep 06, 2022

BUY
$28.69 - $33.15 $37,210 - $42,995
1,297 Added 56.49%
3,593 $107,000
Q1 2022

Aug 08, 2022

BUY
$28.69 - $33.15 $631 - $729
22 Added 0.97%
2,296 $68,000
Q4 2021

Jan 12, 2022

SELL
$30.27 - $33.17 $1,362 - $1,492
-45 Reduced 1.94%
2,274 $74,000
Q3 2021

Oct 06, 2021

SELL
$32.45 - $34.78 $7,398 - $7,929
-228 Reduced 8.95%
2,319 $75,000
Q2 2021

Jul 13, 2021

BUY
$32.49 - $33.93 $389 - $407
12 Added 0.47%
2,547 $84,000
Q1 2021

Apr 30, 2021

SELL
$30.2 - $32.56 $226,469 - $244,167
-7,499 Reduced 74.74%
2,535 $82,000
Q4 2020

Jan 25, 2021

BUY
$26.37 - $30.93 $201,123 - $235,903
7,627 Added 316.87%
10,034 $306,000
Q3 2020

Oct 29, 2020

BUY
$26.63 - $29.5 $1,145 - $1,268
43 Added 1.82%
2,407 $66,000
Q2 2020

Aug 05, 2020

BUY
$24.07 - $29.74 $40,196 - $49,665
1,670 Added 240.63%
2,364 $63,000
Q1 2020

May 12, 2020

BUY
$22.65 - $30.78 $15,401 - $20,930
680 Added 4857.14%
694 $16,000
Q1 2019

May 15, 2019

SELL
$26.14 - $29.82 $246,317 - $280,993
-9,423 Reduced 99.85%
14 $0
Q4 2018

Jan 23, 2019

SELL
$24.71 - $29.79 $24 - $29
-1 Reduced 0.01%
9,437 $248,000
Q3 2018

Oct 25, 2018

BUY
$27.56 - $30.08 $222,905 - $243,287
8,088 Added 599.11%
9,438 $0
Q2 2018

Aug 07, 2018

SELL
$26.51 - $28.06 $36,451 - $38,582
-1,375 Reduced 50.46%
1,350 $0
Q1 2018

Jun 03, 2019

BUY
$26.68 - $29.73 $6,136 - $6,837
230 Added 9.22%
2,725 $80,000
Q1 2018

May 09, 2018

SELL
$26.68 - $29.73 $6,136 - $6,837
-230 Reduced 8.44%
2,495 $0
Q4 2017

Jan 24, 2018

SELL
$27.56 - $31.9 $34,973 - $40,481
-1,269 Reduced 31.77%
2,725 $0
Q3 2017

Oct 30, 2017

SELL
$30.41 - $30.78 $10,582 - $10,711
-348 Reduced 8.01%
3,994 $121,000
Q2 2017

Jun 03, 2019

SELL
N/A
-11,705 Reduced 72.94%
4,342 $140,000
Q1 2017

Jun 03, 2019

BUY
N/A
10,000 Added 165.37%
16,047 $519,000
Q4 2016

Jun 03, 2019

SELL
N/A
-3,165 Reduced 34.36%
6,047 $209,000
Q2 2016

Jun 03, 2019

BUY
N/A
9,198 Added 65700.0%
9,212 $307,000
Q1 2016

Jun 03, 2019

BUY
N/A
14
14 $0

Others Institutions Holding IYZ

About ISHARES TR US TELECOMMUNICATIO


  • Ticker IYZ
  • Sector ETFs
  • Industry ETFs
More about IYZ
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.