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 $16.7 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

151,252

Previous 125,756 20.27%

Holding current value

$16.7 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

726

Shares Held

103M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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