Ifp Advisors, Inc Ishares Tr Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 151,252 shares of SHV stock, worth $16.6 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

151,252

Previous 125,756 20.27%

Holding current value

$16.6 Million

Previous $13.9 Million 20.23%

% of portfolio

0.69%

Previous 0.63%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$110.04 - $110.51 $2.81 Million - $2.82 Million	25,496 Added 20.27%	151,252 $16.7 Million
Q1 2024 Jul 30, 2024	BUY	$110.11 - $110.57 $2.87 Million - $2.88 Million	26,031 Added 26.1%	125,756 $13.9 Million
Q4 2023 Jan 09, 2024	BUY	$109.86 - $110.59 $5.96 Million - $6 Million	54,285 Added 119.47%	99,725 $11 Million
Q3 2023 Oct 12, 2023	BUY	$109.99 - $110.5 $63,134 - $63,427	574 Added 1.28%	45,440 $5.02 Million
Q2 2023 Aug 04, 2023	SELL	$110.0 - $110.45 $7.39 Million - $7.42 Million	-67,191 Reduced 59.96%	44,866 $4.96 Million
Q1 2023 Apr 18, 2023	SELL	$109.94 - $110.5 $16 Million - $16.1 Million	-145,432 Reduced 56.48%	112,057 $12.4 Million
Q4 2022 Feb 07, 2023	BUY	$109.74 - $110.1 $20.8 Million - $20.8 Million	189,219 Added 277.16%	257,489 $28.4 Million
Q3 2022 Nov 08, 2022	BUY	$109.92 - $110.13 $540,256 - $541,288	4,915 Added 7.76%	68,270 $7.53 Million
Q2 2022 Sep 06, 2022	BUY	$109.96 - $110.28 $6.97 Million - $6.99 Million	63,355 New	63,355 $6.99 Million
Q2 2022 Aug 12, 2022	SELL	$109.96 - $110.28 $6.97 Million - $6.99 Million	-63,355 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$110.22 - $110.4 $4.82 Million - $4.83 Million	43,746 Added 223.09%	63,355 $0
Q1 2022 Aug 08, 2022	BUY	$110.22 - $110.4 $753,904 - $755,136	6,840 Added 53.57%	19,609 $0
Q4 2021 Jan 12, 2022	BUY	$110.39 - $110.47 $997,263 - $997,985	9,034 Added 241.87%	12,769 $1.41 Million
Q3 2021 Oct 06, 2021	SELL	$110.46 - $110.49 $34,132 - $34,141	-309 Reduced 7.64%	3,735 $414,000
Q2 2021 Jul 13, 2021	SELL	$110.48 - $110.53 $185,495 - $185,579	-1,679 Reduced 29.34%	4,044 $447,000
Q1 2021 Apr 30, 2021	SELL	$110.51 - $110.53 $2.05 Million - $2.05 Million	-18,530 Reduced 76.4%	5,723 $633,000
Q4 2020 Jan 25, 2021	SELL	$110.51 - $110.7 $19,781 - $19,815	-179 Reduced 0.73%	24,253 $2.69 Million
Q3 2020 Oct 29, 2020	BUY	$110.7 - $110.74 $495,603 - $495,782	4,477 Added 22.44%	24,432 $2.7 Million
Q2 2020 Aug 05, 2020	BUY	$110.71 - $110.94 $438,190 - $439,100	3,958 Added 24.74%	19,955 $2.21 Million
Q1 2020 May 12, 2020	BUY	$110.45 - $111.07 $1.57 Million - $1.58 Million	14,231 Added 805.83%	15,997 $1.78 Million
Q4 2019 Jan 17, 2020	BUY	$110.39 - $110.72 $159,071 - $159,547	1,441 Added 443.38%	1,766 $193,000
Q3 2019 Nov 07, 2019	SELL	$110.45 - $110.67 $400,160 - $400,957	-3,623 Reduced 91.77%	325 $36,000
Q1 2019 May 15, 2019	SELL	$110.31 - $110.57 $1.54 Million - $1.54 Million	-13,935 Reduced 77.92%	3,948 $438,000
Q4 2018 Jan 23, 2019	BUY	$110.21 - $110.47 $1.53 Million - $1.54 Million	13,926 Added 351.93%	17,883 $0
Q3 2018 Oct 25, 2018	BUY	N/A	1,903 Added 92.65%	3,957 $0
Q2 2018 Aug 07, 2018	BUY	N/A	99 Added 5.06%	2,054 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-108 Reduced 5.24%	1,955 $216,000
Q1 2018 May 09, 2018	BUY	N/A	108 Added 5.52%	2,063 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-5 Reduced 0.26%	1,955 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-18 Reduced 0.91%	1,960 $216,000
Q2 2017 Jun 03, 2019	BUY	N/A	87 Added 4.6%	1,978 $218,000
Q1 2017 Jun 03, 2019	SELL	N/A	-1,563 Reduced 45.25%	1,891 $209,000
Q4 2016 Jun 03, 2019	SELL	N/A	-1,092 Reduced 24.02%	3,454 $381,000
Q2 2016 Jun 03, 2019	BUY	N/A	598 Added 15.15%	4,546 $502,000
Q1 2016 Jun 03, 2019	BUY	N/A	3,948	3,948 $438,000

Others Institutions Holding SHV

# of Institutions

725

Shares Held

103M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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