Ifp Advisors, Inc Franklin U.S. Low Volatility H Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	BUY	$33.77 - $38.5 $88,680 - $101,101	2,626 New	2,626 $88,000
Q1 2023 Apr 18, 2023	BUY	$35.39 - $39.04 $4,671 - $5,153	132 Added 78.57%	300 $11,000
Q4 2022 Feb 07, 2023	SELL	$33.74 - $39.17 $17,780 - $20,642	-527 Reduced 75.83%	168 $5,000
Q3 2022 Nov 08, 2022	BUY	$34.16 - $40.23 $34 - $40	1 Added 0.14%	695 $21,000
Q2 2022 Sep 06, 2022	BUY	$35.76 - $41.12 $24,817 - $28,537	694 New	694 $21,000
Q2 2022 Aug 12, 2022	SELL	$35.76 - $41.12 $24,817 - $28,537	-694 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$37.52 - $40.27 $26,038 - $27,947	694 New	694 $0
Q3 2021 Oct 06, 2021	SELL	$35.99 - $38.25 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$35.09 - $37.38 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$32.0 - $35.17 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$29.15 - $32.87 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	SELL	$27.93 - $30.5 $12,568 - $13,725	-450 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$24.39 - $31.96 $10,975 - $14,382	450 New	450 $13,000
Q1 2020 May 12, 2020	BUY	$21.7 - $34.63 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$32.75 - $34.27 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	SELL	$33.03 - $33.59 $103,416 - $105,170	-3,131 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	23 Added 0.74%	3,131 $99,000
Q4 2018 Jan 23, 2019	SELL	N/A	-3,146 Reduced 50.3%	3,108 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-589 Reduced 8.61%	6,254 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-4,356 Reduced 38.9%	6,843 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-224 Reduced 1.96%	11,199 $353,000
Q1 2018 May 09, 2018	BUY	N/A	224 Added 2.0%	11,423 $0
Q4 2017 Jan 24, 2018	BUY	N/A	4,238 Added 60.88%	11,199 $0
Q3 2017 Oct 30, 2017	BUY	N/A	13 Added 0.19%	6,961 $211,000
Q2 2017 Jun 03, 2019	BUY	N/A	832 Added 13.6%	6,948 $208,000
Q1 2017 Jun 03, 2019	BUY	N/A	385 Added 6.72%	6,116 $182,000
Q4 2016 Jun 03, 2019	SELL	N/A	-1,056 Reduced 15.56%	5,731 $164,000
Q2 2016 Jun 03, 2019	BUY	N/A	3,656 Added 116.77%	6,787 $192,000
Q1 2016 Jun 03, 2019	BUY	N/A	3,131	3,131 $99,000

Others Institutions Holding LVHD

# of Institutions

Shares Held

9.05M

Call Options Held

Put Options Held

Albion Financial Group

1.92M
Shares

$77.5 Million
5.21% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.16M
Shares

$46.7 Million
0.09% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$43.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.03M
Shares

$41.7 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

554K
Shares

$22.4 Million
0.0% of portfolio

View Full List

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