Ifp Advisors, Inc Ishares Barclays 3 7 Yr Treas Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Ifp Advisors, Inc holds 19,632 shares of IEI stock, worth $2.26 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

19,632

Previous 20,548 4.46%

Holding current value

$2.26 Million

Previous $2.38 Million 4.75%

% of portfolio

0.09%

Previous 0.11%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$113.43 - $115.88 $103,901 - $106,146	-916 Reduced 4.46%	19,632 $2.27 Million
Q1 2024 Jul 30, 2024	BUY	$114.97 - $117.54 $339,391 - $346,978	2,952 Added 16.78%	20,548 $2.38 Million
Q4 2023 Jan 09, 2024	BUY	$111.61 - $117.37 $76,676 - $80,633	687 Added 4.06%	17,596 $2.06 Million
Q3 2023 Oct 12, 2023	SELL	$112.76 - $116.14 $53,561 - $55,166	-475 Reduced 2.73%	16,909 $1.91 Million
Q2 2023 Aug 04, 2023	BUY	$115.23 - $119.04 $1.04 Million - $1.08 Million	9,068 Added 109.04%	17,384 $2 Million
Q1 2023 Apr 18, 2023	BUY	$113.55 - $118.41 $301,929 - $314,852	2,659 Added 47.0%	8,316 $978,000
Q4 2022 Feb 07, 2023	BUY	$112.33 - $116.76 $53,581 - $55,694	477 Added 9.21%	5,657 $700,000
Q3 2022 Nov 08, 2022	BUY	$113.35 - $121.3 $67,103 - $71,809	592 Added 12.9%	5,180 $633,000
Q2 2022 Sep 06, 2022	BUY	$116.23 - $121.42 $533,263 - $557,074	4,588 New	4,588 $561,000
Q2 2022 Aug 12, 2022	SELL	$116.23 - $121.42 $533,263 - $557,074	-4,588 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$121.42 - $128.17 $224,869 - $237,370	1,852 Added 67.69%	4,588 $0
Q1 2022 Aug 08, 2022	BUY	$121.42 - $128.17 $102,357 - $108,047	843 Added 44.53%	2,736 $0
Q4 2021 Jan 12, 2022	BUY	$128.19 - $130.42 $5,640 - $5,738	44 Added 2.38%	1,893 $245,000
Q3 2021 Oct 06, 2021	SELL	$129.96 - $131.96 $16,374 - $16,626	-126 Reduced 6.38%	1,849 $242,000
Q2 2021 Jul 13, 2021	BUY	$129.78 - $131.28 $15,703 - $15,884	121 Added 6.53%	1,975 $258,000
Q1 2021 Apr 30, 2021	BUY	$129.89 - $133.02 $30,524 - $31,259	235 Added 14.52%	1,854 $242,000
Q4 2020 Jan 25, 2021	SELL	$132.44 - $133.52 $20,130 - $20,295	-152 Reduced 8.58%	1,619 $214,000
Q3 2020 Oct 29, 2020	BUY	$133.35 - $134.1 $24,403 - $24,540	183 Added 11.52%	1,771 $235,000
Q2 2020 Aug 05, 2020	SELL	$132.55 - $133.72 $9,941 - $10,029	-75 Reduced 4.51%	1,588 $210,000
Q1 2020 May 12, 2020	BUY	$125.97 - $133.34 $27,839 - $29,468	221 Added 15.33%	1,663 $219,000
Q4 2019 Jan 17, 2020	SELL	$125.41 - $127.8 $1.11 Million - $1.13 Million	-8,835 Reduced 85.97%	1,442 $182,000
Q3 2019 Nov 07, 2019	BUY	$125.52 - $127.0 $1.14 Million - $1.15 Million	9,075 Added 754.99%	10,277 $1.31 Million
Q1 2019 May 15, 2019	SELL	N/A	-2,504 Reduced 67.57%	1,202 $146,000
Q4 2018 Jan 23, 2019	SELL	N/A	-3,210 Reduced 46.41%	3,706 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-486 Reduced 6.57%	6,916 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-2,962 Reduced 28.58%	7,402 $0
Q1 2018 Jun 03, 2019	BUY	N/A	3,536 Added 51.79%	10,364 $1.27 Million
Q1 2018 May 09, 2018	SELL	N/A	-3,536 Reduced 34.12%	6,828 $0
Q4 2017 Jan 24, 2018	BUY	N/A	275 Added 2.73%	10,364 $0
Q3 2017 Oct 30, 2017	BUY	N/A	2,781 Added 38.05%	10,089 $1.25 Million
Q2 2017 Jun 03, 2019	BUY	N/A	2,657 Added 57.13%	7,308 $903,000
Q1 2017 Jun 03, 2019	BUY	N/A	975 Added 26.52%	4,651 $572,000
Q4 2016 Jun 03, 2019	SELL	N/A	-234 Reduced 5.98%	3,676 $450,000
Q2 2016 Jun 03, 2019	BUY	N/A	2,708 Added 225.29%	3,910 $498,000
Q1 2016 Jun 03, 2019	BUY	N/A	1,202	1,202 $146,000

Others Institutions Holding IEI

# of Institutions

777

Shares Held

94.6M

Call Options Held

174K

Put Options Held

56.1K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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