Ifp Advisors, Inc Invesco 1 30 Laddered Treasury Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	SELL	$28.41 - $30.28 $58,212 - $62,043	-2,049 Reduced 70.78%	846 $25,000
Q4 2022 Feb 07, 2023	SELL	$27.64 - $30.14 $1.23 Million - $1.34 Million	-44,577 Reduced 93.9%	2,895 $93,000
Q3 2022 Nov 08, 2022	BUY	$29.35 - $32.28 $74,255 - $81,668	2,530 Added 5.63%	47,472 $1.51 Million
Q2 2022 Sep 06, 2022	BUY	$30.03 - $33.75 $1.35 Million - $1.52 Million	44,942 New	44,942 $1.43 Million
Q2 2022 Aug 12, 2022	SELL	$30.03 - $33.75 $1.35 Million - $1.52 Million	-44,942 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$33.24 - $36.07 $191,296 - $207,582	-5,755 Reduced 11.35%	44,942 $1.52 Million
Q1 2022 Aug 08, 2022	BUY	$33.24 - $36.07 $1.69 Million - $1.83 Million	50,697 New	50,697 $1.71 Million
Q3 2021 Oct 06, 2021	SELL	$36.24 - $37.46 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$35.21 - $36.54 $14,471 - $15,017	-411 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$34.96 - $38.39 $31,988 - $35,126	-915 Reduced 69.0%	411 $15,000
Q4 2020 Jan 25, 2021	SELL	$38.11 - $39.3 $2.08 Million - $2.15 Million	-54,623 Reduced 97.63%	1,326 $52,000
Q3 2020 Oct 29, 2020	SELL	$38.97 - $40.37 $320,021 - $331,518	-8,212 Reduced 12.8%	55,949 $2.19 Million
Q2 2020 Aug 05, 2020	BUY	$38.21 - $40.26 $1.01 Million - $1.07 Million	26,526 Added 70.48%	64,161 $2.53 Million
Q1 2020 May 12, 2020	SELL	$34.68 - $40.27 $184,289 - $213,994	-5,314 Reduced 12.37%	37,635 $1.48 Million
Q4 2019 Jan 17, 2020	BUY	$34.39 - $36.12 $78,134 - $82,064	2,272 Added 5.59%	42,949 $1.5 Million
Q3 2019 Nov 07, 2019	BUY	$33.71 - $36.39 $1.37 Million - $1.48 Million	40,677 New	40,677 $1.45 Million

Others Institutions Holding PLW

# of Institutions

74

Shares Held

20.6M

Call Options Held

0

Put Options Held

0

About INVESCO 1-30 LADDERED TREASURY

Ticker PLW
Sector ETFs
Industry ETFs

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.