Independent Advisor Alliance Simon Property Group Inc Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

A detailed history of Independent Advisor Alliance transactions in Simon Property Group Inc stock. As of the latest transaction made, Independent Advisor Alliance holds 66,793 shares of SPG stock, worth $12.1 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

66,793

Previous 68,595 2.63%

Holding current value

$12.1 Million

Previous $10.4 Million 8.42%

% of portfolio

0.42%

Previous 0.36%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$146.09 - $170.11 $263,254 - $306,538	-1,802 Reduced 2.63%	66,793 $11.3 Million
Q2 2024 Aug 12, 2024	SELL	$140.18 - $153.78 $467,219 - $512,548	-3,333 Reduced 4.63%	68,595 $10.4 Million
Q1 2024 May 08, 2024	BUY	$136.79 - $156.49 $754,670 - $863,355	5,517 Added 8.31%	71,928 $11.3 Million
Q4 2023 Feb 08, 2024	BUY	$103.37 - $146.58 $55,716 - $79,006	539 Added 0.82%	66,411 $9.47 Million
Q3 2023 Oct 24, 2023	BUY	$108.03 - $125.44 $31,760 - $36,879	294 Added 0.45%	65,872 $7.12 Million
Q2 2023 Jul 28, 2023	BUY	$101.25 - $115.48 $241,278 - $275,188	2,383 Added 3.77%	65,578 $7.57 Million
Q1 2023 May 12, 2023	BUY	$102.38 - $131.79 $1,638 - $2,108	16 Added 0.03%	63,195 $7.08 Million
Q4 2022 Feb 13, 2023	SELL	$90.98 - $120.7 $1.1 Million - $1.46 Million	-12,085 Reduced 16.06%	63,179 $7.42 Million
Q3 2022 Nov 04, 2022	BUY	$63.72 - $108.64 $269,663 - $459,764	4,232 Added 5.96%	75,264 $6.76 Million
Q2 2022 Aug 04, 2022	SELL	$94.62 - $134.53 $927,559 - $1.32 Million	-9,803 Reduced 12.13%	71,032 $6.74 Million
Q1 2022 May 06, 2022	BUY	$128.19 - $163.16 $1.3 Million - $1.65 Million	10,119 Added 14.31%	80,835 $10.6 Million
Q4 2021 Feb 11, 2022	BUY	$131.39 - $170.5 $1.19 Million - $1.54 Million	9,041 Added 14.66%	70,716 $11.3 Million
Q3 2021 Nov 01, 2021	BUY	$117.19 - $136.42 $1.83 Million - $2.13 Million	15,620 Added 33.92%	61,675 $8.02 Million
Q2 2021 Aug 12, 2021	BUY	$113.38 - $135.71 $900,350 - $1.08 Million	7,941 Added 20.83%	46,055 $6.01 Million
Q1 2021 May 14, 2021	BUY	$82.81 - $121.01 $608,156 - $888,697	7,344 Added 23.87%	38,114 $4.34 Million
Q4 2020 Feb 11, 2021	BUY	$60.76 - $93.91 $324,762 - $501,948	5,345 Added 21.02%	30,770 $2.62 Million
Q3 2020 Nov 04, 2020	BUY	$60.42 - $74.12 $1.16 Million - $1.42 Million	19,209 Added 309.03%	25,425 $1.65 Million
Q2 2020 Aug 06, 2020	BUY	$44.01 - $95.5 $273,566 - $593,628	6,216 New	6,216 $425,000
Q2 2019 Aug 12, 2019	SELL	$159.27 - $185.52 $178,382 - $207,782	-1,120 Closed	0 $0
Q1 2019 May 07, 2019	BUY	$164.87 - $185.85 $184,654 - $208,152	1,120 New	1,120 $204,000

Others Institutions Holding SPG

# of Institutions

1,253

Shares Held

269M

Call Options Held

2.14M

Put Options Held

1.44M

View Full List

About SIMON PROPERTY GROUP INC

Ticker SPG
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 327,352,000
Market Cap $59.2B
Description
Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...

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Independent Advisor Alliance Simon Property Group Inc Transaction History