Ifp Advisors, Inc Workiva Inc Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Workiva Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 20 shares of WK stock, worth $1,974. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,974

% of portfolio

0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$70.22 - $85.49 $1,404 - $1,709	20 New	20 $1,000
Q3 2023 Oct 12, 2023	SELL	$96.5 - $112.52 $96 - $112	-1 Reduced 11.11%	8 $0
Q2 2023 Aug 04, 2023	SELL	$85.76 - $102.9 $428 - $514	-5 Reduced 35.71%	9 $0
Q1 2023 Apr 18, 2023	SELL	$81.17 - $102.41 $1,136 - $1,433	-14 Reduced 50.0%	14 $1,000
Q4 2022 Feb 07, 2023	BUY	$66.7 - $85.47 $133 - $170	2 Added 7.69%	28 $4,000
Q3 2022 Nov 08, 2022	BUY	$59.95 - $77.8 $1,079 - $1,400	18 Added 225.0%	26 $3,000
Q2 2022 Sep 06, 2022	BUY	$62.01 - $122.35 $496 - $978	8 New	8 $1,000
Q2 2022 Aug 12, 2022	SELL	$62.01 - $122.35 $496 - $978	-8 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$93.64 - $128.13 $9,644 - $13,197	-103 Reduced 92.79%	8 $0
Q1 2022 Aug 08, 2022	BUY	$93.64 - $128.13 $9,832 - $13,453	105 Added 1750.0%	111 $13,000
Q4 2021 Jan 12, 2022	BUY	$125.96 - $160.85 $755 - $965	6 New	6 $1,000
Q3 2021 Oct 06, 2021	SELL	$113.04 - $154.12 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$86.14 - $114.26 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$82.51 - $114.68 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$53.83 - $93.34 $0 - $0	0 New	0 $0

Others Institutions Holding WK

# of Institutions

319

Shares Held

41.3M

Call Options Held

71.8K

Put Options Held

55.9K

Vanguard Group Inc Valley Forge, PA

5.73M
Shares

$566 Million
0.01% of portfolio
Black Rock Inc. New York, NY

4.24M
Shares

$419 Million
0.01% of portfolio
Macquarie Group LTD Australia, C3

2.09M
Shares

$206 Million
0.18% of portfolio
T. Rowe Price Investment Management, Inc. Baltimore, MD

1.95M
Shares

$192 Million
0.09% of portfolio
Riverbridge Partners LLC

1.75M
Shares

$173 Million
1.92% of portfolio

View Full List

About WORKIVA INC

Ticker WK
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,456,200
Market Cap $4.78B
Description
Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers t...

More about WK

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