Independent Wealth Network Inc. Jp Morgan High Yield Research Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	SELL	N/A	-40 Reduced 0.33%	12,117 $0
Q1 2024 Apr 11, 2024	BUY	$0.0 - $46.09 $0 - $4,102	89 Added 0.74%	12,157 $0
Q4 2023 Jan 12, 2024	BUY	$42.77 - $46.47 $125,316 - $136,157	2,930 Added 32.06%	12,068 $554,000
Q3 2023 Oct 11, 2023	BUY	$43.75 - $44.94 $9,056 - $9,302	207 Added 2.32%	9,138 $400,000
Q2 2023 Jul 12, 2023	BUY	$0.0 - $44.74 $0 - $80,397	1,797 Added 25.19%	8,931 $398,000
Q1 2023 Apr 18, 2023	SELL	$43.5 - $45.93 $17,965 - $18,969	-413 Reduced 5.47%	7,134 $320,000
Q4 2022 Jan 25, 2023	SELL	$42.82 - $45.24 $2,012 - $2,126	-47 Reduced 0.62%	7,547 $0
Q3 2022 Oct 17, 2022	BUY	N/A	733 Added 10.68%	7,594 $322,000
Q2 2022 Jul 26, 2022	SELL	N/A	-416 Reduced 5.72%	6,861 $299,000
Q1 2022 Apr 20, 2022	BUY	N/A	88 Added 1.22%	7,277 $356,000
Q4 2021 Feb 10, 2022	BUY	N/A	262 Added 3.78%	7,189 $372,000
Q3 2021 Nov 04, 2021	BUY	N/A	6,927 New	6,927 $359,000

Others Institutions Holding JPHY

# of Institutions

104

Shares Held

25.1M

Call Options Held

0

Put Options Held

0

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