Ifp Advisors, Inc Smartsheet Inc Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Smartsheet Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 3,693 shares of SMAR stock, worth $208,543. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,693

Previous 2,381 55.1%

Holding current value

$208,543

Previous $133,000 56.39%

% of portfolio

0.01%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$56.06 - $56.47 $73,550 - $74,088	1,312 Added 55.1%	3,693 $208,000
Q4 2024 Feb 04, 2025	BUY	$55.35 - $56.51 $112,747 - $115,110	2,037 Added 592.15%	2,381 $133,000
Q3 2024 Feb 04, 2025	BUY	$42.95 - $55.46 $13,357 - $17,248	311 Added 942.42%	344 $19,000
Q2 2024 Jul 30, 2024	BUY	$36.58 - $44.29 $1,207 - $1,461	33 New	33 $1,000
Q2 2023 Aug 04, 2023	SELL	$37.97 - $51.66 $3,797 - $5,166	-100 Reduced 97.09%	3 $0
Q1 2023 Apr 18, 2023	SELL	$35.73 - $48.01 $3,644 - $4,897	-102 Reduced 49.76%	103 $4,000
Q4 2022 Feb 07, 2023	SELL	$25.24 - $42.5 $1,792 - $3,017	-71 Reduced 25.72%	205 $12,000
Q3 2022 Nov 08, 2022	BUY	$28.46 - $40.15 $7,456 - $10,519	262 Added 1871.43%	276 $8,000
Q2 2022 Sep 06, 2022	BUY	$27.45 - $57.45 $384 - $804	14 New	14 $1,000
Q2 2022 Aug 12, 2022	SELL	$27.45 - $57.45 $384 - $804	-14 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$43.2 - $76.43 $561 - $993	-13 Reduced 48.15%	14 $0
Q1 2022 Aug 08, 2022	BUY	$43.2 - $76.43 $475 - $840	11 Added 68.75%	27 $1,000
Q4 2021 Jan 12, 2022	SELL	$59.49 - $79.82 $64,368 - $86,365	-1,082 Reduced 98.54%	16 $1,000
Q3 2021 Oct 06, 2021	BUY	$67.72 - $83.77 $74,153 - $91,728	1,095 Added 36500.0%	1,098 $75,000
Q2 2021 Jul 13, 2021	BUY	$52.16 - $73.89 $156 - $221	3 New	3 $0
Q1 2021 Apr 30, 2021	BUY	$59.79 - $84.41 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$48.93 - $73.86 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$41.04 - $59.64 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$39.34 - $59.32 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	SELL	$32.05 - $51.77 $4,519 - $7,299	-141 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$36.03 - $54.94 $5,080 - $7,746	141 New	141 $5,000

Others Institutions Holding SMAR

# of Institutions

Shares Held

10.1M

Call Options Held

24K

Put Options Held

76.6K

View Full List

About SMARTSHEET INC

Ticker SMAR
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 130,600,000
Market Cap $7.37B
Description
Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of work to align individuals, managers, and executives; Portals to locate and access from any device the resources available for a proj...

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