Ifp Advisors, Inc Essential Utilities, Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 535 shares of WTRG stock, worth $19,377. This represents 0.0% of its overall portfolio holdings.

Number of Shares

535

Previous 506 5.73%

Holding current value

$19,377

Previous $18,000 5.56%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$33.88 - $39.67 $982 - $1,150	29 Added 5.73%	535 $19,000
Q1 2024 Jul 30, 2024	BUY	$34.18 - $38.66 $2,871 - $3,247	84 Added 19.91%	506 $18,000
Q4 2023 Jan 09, 2024	BUY	$32.59 - $37.64 $325 - $376	10 Added 2.43%	422 $15,000
Q3 2023 Oct 12, 2023	SELL	$34.04 - $43.1 $15,352 - $19,438	-451 Reduced 52.26%	412 $14,000
Q2 2023 Aug 04, 2023	BUY	$39.47 - $45.03 $18,037 - $20,578	457 Added 112.56%	863 $34,000
Q1 2023 Apr 18, 2023	SELL	$40.65 - $49.0 $90,080 - $108,584	-2,216 Reduced 84.52%	406 $17,000
Q4 2022 Feb 07, 2023	SELL	$39.73 - $48.74 $29,638 - $36,360	-746 Reduced 22.15%	2,622 $135,000
Q3 2022 Nov 08, 2022	BUY	$41.38 - $52.37 $2,234 - $2,827	54 Added 1.63%	3,368 $173,000
Q2 2022 Sep 06, 2022	BUY	$41.42 - $52.59 $137,265 - $174,283	3,314 New	3,314 $171,000
Q2 2022 Aug 12, 2022	SELL	$41.42 - $52.59 $137,265 - $174,283	-3,314 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$44.8 - $53.13 $72,800 - $86,336	1,625 Added 96.21%	3,314 $169,000
Q1 2022 Aug 08, 2022	BUY	$44.8 - $53.13 $54,969 - $65,190	1,227 Added 265.58%	1,689 $86,000
Q4 2021 Jan 12, 2022	BUY	$46.24 - $53.69 $1,710 - $1,986	37 Added 8.71%	462 $26,000
Q3 2021 Oct 06, 2021	BUY	$46.08 - $51.15 $1,474 - $1,636	32 Added 8.14%	425 $20,000
Q2 2021 Jul 13, 2021	BUY	$44.72 - $49.09 $89 - $98	2 Added 0.51%	393 $18,000
Q1 2021 Apr 30, 2021	SELL	$41.5 - $48.72 $45,152 - $53,007	-1,088 Reduced 73.56%	391 $18,000
Q4 2020 Jan 25, 2021	SELL	$40.83 - $48.55 $898 - $1,068	-22 Reduced 1.47%	1,479 $70,000
Q3 2020 Oct 29, 2020	SELL	$38.53 - $47.81 $14,487 - $17,976	-376 Reduced 20.03%	1,501 $61,000
Q2 2020 Aug 05, 2020	BUY	$38.5 - $46.61 $693 - $838	18 Added 0.97%	1,877 $78,000
Q1 2020 May 12, 2020	BUY	$32.65 - $54.07 $60,696 - $100,516	1,859 New	1,859 $79,000

Others Institutions Holding WTRG

# of Institutions

670

Shares Held

209M

Call Options Held

80.5K

Put Options Held

90K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $9.5B
Description
Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...

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