Ifp Advisors, Inc Spdr Russell 1000 Low Volatili Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 06, 2021	SELL	$102.97 - $109.8 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$100.15 - $106.35 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$88.38 - $99.63 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$77.74 - $89.94 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	SELL	$72.25 - $81.57 $60,545 - $68,355	-838 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$58.23 - $80.52 $219,468 - $303,479	-3,769 Reduced 81.81%	838 $60,000
Q1 2020 May 12, 2020	BUY	$52.69 - $88.05 $231,994 - $387,684	4,403 Added 2158.33%	4,607 $293,000
Q4 2019 Jan 17, 2020	BUY	$78.65 - $87.09 $16,044 - $17,766	204 New	204 $18,000

Others Institutions Holding ONEV

# of Institutions

77

Shares Held

4.35M

Call Options Held

0

Put Options Held

0

Alaska Permanent Fund Corp Juneau, AK

3.01M
Shares

$400 Million
5.76% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

295K
Shares

$39.2 Million
1.29% of portfolio
Lpl Financial LLC Fort Mill, SC

285K
Shares

$37.8 Million
0.02% of portfolio
Avantax Advisory Services, Inc.

103K
Shares

$13.7 Million
0.09% of portfolio
Integrated Capital Management, LLC Bloomfield, MI

50K
Shares

$6.63 Million
3.44% of portfolio

About SPDR RUSSELL 1000 LOW VOLATILI

Ticker ONEV
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