Ifp Advisors, Inc Invesco 1 30 Laddered Treasury Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	SELL	$28.41 - $30.28 $58,212 - $62,043	-2,049 Reduced 70.78%	846 $25,000
Q4 2022 Feb 07, 2023	SELL	$27.64 - $30.14 $1.23 Million - $1.34 Million	-44,577 Reduced 93.9%	2,895 $93,000
Q3 2022 Nov 08, 2022	BUY	$29.35 - $32.28 $74,255 - $81,668	2,530 Added 5.63%	47,472 $1.51 Million
Q2 2022 Sep 06, 2022	BUY	$30.03 - $33.75 $1.35 Million - $1.52 Million	44,942 New	44,942 $1.43 Million
Q2 2022 Aug 12, 2022	SELL	$30.03 - $33.75 $1.35 Million - $1.52 Million	-44,942 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$33.24 - $36.07 $191,296 - $207,582	-5,755 Reduced 11.35%	44,942 $1.52 Million
Q1 2022 Aug 08, 2022	BUY	$33.24 - $36.07 $1.69 Million - $1.83 Million	50,697 New	50,697 $1.71 Million
Q3 2021 Oct 06, 2021	SELL	$36.24 - $37.46 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$35.21 - $36.54 $14,471 - $15,017	-411 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$34.96 - $38.39 $31,988 - $35,126	-915 Reduced 69.0%	411 $15,000
Q4 2020 Jan 25, 2021	SELL	$38.11 - $39.3 $2.08 Million - $2.15 Million	-54,623 Reduced 97.63%	1,326 $52,000
Q3 2020 Oct 29, 2020	SELL	$38.97 - $40.37 $320,021 - $331,518	-8,212 Reduced 12.8%	55,949 $2.19 Million
Q2 2020 Aug 05, 2020	BUY	$38.21 - $40.26 $1.01 Million - $1.07 Million	26,526 Added 70.48%	64,161 $2.53 Million
Q1 2020 May 12, 2020	SELL	$34.68 - $40.27 $184,289 - $213,994	-5,314 Reduced 12.37%	37,635 $1.48 Million
Q4 2019 Jan 17, 2020	BUY	$34.39 - $36.12 $78,134 - $82,064	2,272 Added 5.59%	42,949 $1.5 Million
Q3 2019 Nov 07, 2019	BUY	$33.71 - $36.39 $1.37 Million - $1.48 Million	40,677 New	40,677 $1.45 Million

Others Institutions Holding PLW

# of Institutions

75

Shares Held

26.9M

Call Options Held

0

Put Options Held

0

About INVESCO 1-30 LADDERED TREASURY

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