Ifp Advisors, Inc Ishares Tr Us Telecommunicatio Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Ifp Advisors, Inc holds 291 shares of IYZ stock, worth $8,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares

291

Previous 139 109.35%

Holding current value

$8,270

Previous $3,000 133.33%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$25.22 - $28.15 $3,833 - $4,278	152 Added 109.35%	291 $7,000
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

# of Institutions

169

Shares Held

14.9M

Call Options Held

109K

Put Options Held

View Full List

About ISHARES TR US TELECOMMUNICATIO

Ticker IYZ
Sector ETFs
Industry ETFs

More about IYZ

Track This Portfolio

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.

Account