Ifp Advisors, Inc Ishares Tr Esg Msci Usa Leader Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	BUY	$65.64 - $72.48 $196 - $217	3 Added 0.32%	929 $66,000
Q4 2022 Feb 07, 2023	BUY	$61.37 - $70.88 $1,104 - $1,275	18 Added 1.98%	926 $45,000
Q2 2022 Sep 06, 2022	BUY	$64.17 - $80.06 $58,266 - $72,694	908 New	908 $44,000
Q2 2022 Aug 12, 2022	SELL	$64.17 - $80.06 $58,266 - $72,694	-908 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$72.8 - $84.71 $6,916 - $8,047	-95 Reduced 9.47%	908 $71,000
Q3 2020 Oct 29, 2020	SELL	$54.25 - $62.0 $49,421 - $56,482	-911 Reduced 47.6%	1,003 $58,000
Q2 2020 Aug 05, 2020	BUY	$43.04 - $56.18 $39,209 - $51,179	911 Added 90.83%	1,914 $101,000
Q1 2020 May 12, 2020	SELL	$38.95 - $59.25 $6,465 - $9,835	-166 Reduced 14.2%	1,003 $46,000
Q4 2019 Jan 17, 2020	BUY	$49.68 - $55.8 $58,075 - $65,230	1,169 New	1,169 $65,000

Others Institutions Holding SUSL

# of Institutions

154

Shares Held

9.34M

Call Options Held

0

Put Options Held

0

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