Ifp Advisors, Inc Spdr Dow Jones Reit ETF Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Ifp Advisors, Inc holds 3,925 shares of RWR stock, worth $388,967. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,925

Previous 3,810 3.02%

Holding current value

$388,967

Previous $406,000 4.43%

% of portfolio

0.01%

Previous 0.02%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$97.84 - $108.61 $11,251 - $12,490	115 Added 3.02%	3,925 $388,000
Q3 2024 Feb 04, 2025	BUY	$92.36 - $108.47 $321,505 - $377,584	3,481 Added 1058.05%	3,810 $406,000
Q2 2024 Jul 30, 2024	SELL	$86.34 - $93.97 $485,058 - $527,923	-5,618 Reduced 94.47%	329 $30,000
Q1 2024 Jul 30, 2024	BUY	$90.16 - $96.33 $185,549 - $198,247	2,058 Added 52.92%	5,947 $560,000
Q4 2023 Jan 09, 2024	SELL	$77.45 - $97.31 $19,672 - $24,716	-254 Reduced 6.13%	3,889 $370,000
Q3 2023 Oct 12, 2023	BUY	$81.95 - $94.77 $11,800 - $13,646	144 Added 3.6%	4,143 $343,000
Q2 2023 Aug 04, 2023	SELL	$84.86 - $91.11 $12,389 - $13,302	-146 Reduced 3.52%	3,999 $361,000
Q1 2023 Apr 18, 2023	SELL	$81.79 - $99.43 $105,918 - $128,761	-1,295 Reduced 23.81%	4,145 $367,000
Q4 2022 Feb 07, 2023	SELL	$80.65 - $93.02 $644,958 - $743,880	-7,997 Reduced 59.51%	5,440 $457,000
Q3 2022 Nov 08, 2022	SELL	$83.14 - $106.49 $83 - $106	-1 Reduced 0.01%	13,437 $1.14 Million
Q2 2022 Sep 06, 2022	BUY	$91.63 - $121.36 $1.23 Million - $1.63 Million	13,432 Added 223866.67%	13,438 $1.14 Million
Q2 2022 Aug 12, 2022	SELL	$91.63 - $121.36 $1.23 Million - $1.63 Million	-13,432 Reduced 99.96%	6 $1,000
Q1 2022 Sep 06, 2022	SELL	$108.0 - $122.07 $3.77 Million - $4.26 Million	-34,904 Reduced 72.2%	13,438 $0
Q1 2022 Aug 08, 2022	SELL	$108.0 - $122.07 $834,948 - $943,723	-7,731 Reduced 13.79%	48,342 $0
Q4 2021 Jan 12, 2022	BUY	$106.6 - $122.16 $654,204 - $749,695	6,137 Added 12.29%	56,073 $6.85 Million
Q3 2021 Oct 06, 2021	BUY	$105.43 - $114.38 $32,894 - $35,686	312 Added 0.63%	49,936 $5.27 Million
Q2 2021 Jul 13, 2021	BUY	$96.47 - $109.38 $4.57 Million - $5.18 Million	47,358 Added 2089.94%	49,624 $5.21 Million
Q1 2021 Apr 30, 2021	BUY	$83.32 - $97.35 $36,077 - $42,152	433 Added 23.62%	2,266 $215,000
Q4 2020 Jan 25, 2021	BUY	$75.22 - $88.59 $30,840 - $36,321	410 Added 28.81%	1,833 $160,000
Q3 2020 Oct 29, 2020	BUY	$74.96 - $83.02 $21,663 - $23,992	289 Added 25.49%	1,423 $110,000
Q2 2020 Aug 05, 2020	SELL	$65.24 - $89.61 $44,689 - $61,382	-685 Reduced 37.66%	1,134 $90,000
Q1 2020 May 12, 2020	SELL	$59.3 - $107.65 $115,931 - $210,455	-1,955 Reduced 51.8%	1,819 $135,000
Q4 2019 Jan 17, 2020	SELL	$99.89 - $106.77 $849,964 - $908,505	-8,509 Reduced 69.27%	3,774 $386,000
Q3 2019 Nov 07, 2019	BUY	$102.94 - $104.74 $1.24 Million - $1.27 Million	12,083 Added 6041.5%	12,283 $1.29 Million
Q1 2019 May 15, 2019	SELL	N/A	-659 Reduced 76.72%	200 $20,000
Q4 2018 Jan 23, 2019	BUY	N/A	96 Added 12.58%	859 $0
Q3 2018 Oct 25, 2018	BUY	N/A	104 Added 15.78%	763 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-212 Reduced 24.34%	659 $0
Q1 2018 Jun 03, 2019	BUY	N/A	535 Added 159.23%	871 $82,000
Q1 2018 May 09, 2018	SELL	N/A	-535 Reduced 61.42%	336 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-209 Reduced 19.35%	871 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-982 Reduced 47.62%	1,080 $100,000
Q2 2017 Jun 03, 2019	BUY	N/A	5 Added 0.24%	2,062 $192,000
Q1 2017 Jun 03, 2019	SELL	N/A	-725 Reduced 26.06%	2,057 $190,000
Q4 2016 Jun 03, 2019	SELL	N/A	-336 Reduced 10.78%	2,782 $260,000
Q2 2016 Jun 03, 2019	BUY	N/A	2,918 Added 1459.0%	3,118 $310,000
Q1 2016 Jun 03, 2019	BUY	N/A	200	200 $20,000

Others Institutions Holding RWR

# of Institutions

291

Shares Held

12.5M

Call Options Held

900

Put Options Held

18.5K

View Full List

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

More about RWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account