Ifp Advisors, Inc Pimco ETF Tr Broad Us Tips Ind Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	SELL	$53.81 - $55.94 $10,762 - $11,188	-200 Reduced 21.05%	750 $40,000
Q1 2023 Apr 18, 2023	SELL	$53.96 - $55.8 $282,480 - $292,113	-5,235 Reduced 84.64%	950 $53,000
Q4 2022 Feb 07, 2023	SELL	$53.14 - $56.0 $248,270 - $261,632	-4,672 Reduced 43.03%	6,185 $353,000
Q3 2022 Nov 08, 2022	BUY	$53.2 - $60.12 $5,852 - $6,613	110 Added 1.02%	10,857 $619,000
Q2 2022 Sep 06, 2022	BUY	$57.42 - $62.62 $617,092 - $672,977	10,747 New	10,747 $613,000
Q2 2022 Aug 12, 2022	SELL	$57.42 - $62.62 $617,092 - $672,977	-10,747 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$62.53 - $65.89 $10,317 - $10,871	-165 Reduced 1.51%	10,747 $0
Q1 2022 Aug 08, 2022	BUY	$62.53 - $65.89 $1,500 - $1,581	24 Added 0.22%	10,912 $0
Q4 2021 Jan 12, 2022	BUY	$65.41 - $67.41 $23,351 - $24,065	357 Added 3.39%	10,888 $719,000
Q3 2021 Oct 06, 2021	BUY	$65.41 - $67.11 $5,036 - $5,167	77 Added 0.74%	10,531 $690,000
Q2 2021 Jul 13, 2021	BUY	$64.06 - $65.72 $2,434 - $2,497	38 Added 0.36%	10,454 $686,000
Q1 2021 Apr 30, 2021	BUY	$63.56 - $65.77 $369,601 - $382,452	5,815 Added 126.39%	10,416 $669,000
Q4 2020 Jan 25, 2021	BUY	$63.8 - $65.45 $102,143 - $104,785	1,601 Added 53.37%	4,601 $300,000
Q3 2020 Oct 29, 2020	BUY	$63.22 - $65.3 $31,610 - $32,650	500 Added 20.0%	3,000 $193,000
Q4 2019 Jan 17, 2020	BUY	$59.42 - $60.39 $95,072 - $96,624	1,600 Added 177.78%	2,500 $150,000
Q3 2019 Nov 07, 2019	BUY	$59.44 - $60.36 $53,496 - $54,324	900 New	900 $54,000
Q1 2019 May 15, 2019	SELL	N/A	-300 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	N/A	65 Added 27.66%	300 $0
Q2 2016 Jun 03, 2019	BUY	N/A	235	235 $14,000

Others Institutions Holding TIPZ

# of Institutions

57

Shares Held

1.23M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

262K
Shares

$13.7 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

135K
Shares

$7.01 Million
0.09% of portfolio
Allianz Asset Management Gmb H Munich, 2M

107K
Shares

$5.55 Million
0.01% of portfolio
Flow Traders U.S. LLC New York, NY

84.3K
Shares

$4.39 Million
0.23% of portfolio
Raymond James & Associates St Petersburg, FL

64.3K
Shares

$3.35 Million
0.0% of portfolio

About PIMCO ETF TR BROAD US TIPS IND

Ticker TIPZ
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