Ifp Advisors, Inc Spdr Nuveen Bloomberg Short Te Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Ifp Advisors, Inc holds 794 shares of SHM stock, worth $38,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares

794

Previous 371 114.02%

Holding current value

$38,040

Previous $17,000 117.65%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$47.26 - $48.18 $19,990 - $20,380	423 Added 114.02%	794 $37,000
Q4 2023 Jan 09, 2024	SELL	$46.12 - $47.85 $9,823 - $10,192	-213 Reduced 36.47%	371 $17,000
Q3 2023 Oct 12, 2023	SELL	$46.19 - $47.22 $92,380 - $94,440	-2,000 Reduced 77.4%	584 $26,000
Q2 2023 Aug 04, 2023	SELL	$46.54 - $47.72 $139,108 - $142,635	-2,989 Reduced 53.63%	2,584 $121,000
Q1 2023 Apr 18, 2023	SELL	$46.61 - $47.68 $633,476 - $648,018	-13,591 Reduced 70.92%	5,573 $264,000
Q4 2022 Feb 07, 2023	SELL	$45.97 - $47.2 $519,736 - $533,643	-11,306 Reduced 37.11%	19,164 $917,000
Q3 2022 Nov 08, 2022	BUY	$46.05 - $47.82 $183,969 - $191,040	3,995 Added 15.09%	30,470 $1.46 Million
Q2 2022 Sep 06, 2022	BUY	$46.52 - $47.45 $1.23 Million - $1.26 Million	26,475 New	26,475 $1.27 Million
Q2 2022 Aug 12, 2022	SELL	$46.52 - $47.45 $1.23 Million - $1.26 Million	-26,475 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$47.3 - $49.17 $1.04 Million - $1.08 Million	21,898 Added 478.44%	26,475 $0
Q1 2022 Aug 08, 2022	BUY	$47.3 - $49.17 $72,321 - $75,180	1,529 Added 50.16%	4,577 $0
Q4 2021 Jan 12, 2022	BUY	$49.16 - $49.38 $49 - $49	1 Added 0.03%	3,048 $149,000
Q3 2021 Oct 06, 2021	SELL	$49.4 - $49.69 $12,942 - $13,018	-262 Reduced 7.92%	3,047 $150,000
Q2 2021 Jul 13, 2021	BUY	$49.5 - $49.73 $49 - $49	1 Added 0.03%	3,309 $163,000
Q4 2020 Jan 25, 2021	SELL	$49.66 - $49.86 $28,355 - $28,470	-571 Reduced 14.72%	3,308 $165,000
Q3 2020 Oct 29, 2020	SELL	$49.76 - $50.06 $183,415 - $184,521	-3,686 Reduced 48.72%	3,879 $194,000
Q2 2020 Aug 05, 2020	SELL	$48.24 - $49.96 $133,480 - $138,239	-2,767 Reduced 26.78%	7,565 $378,000
Q1 2020 May 12, 2020	BUY	$43.92 - $49.69 $54,197 - $61,317	1,234 Added 13.56%	10,332 $504,000
Q4 2019 Jan 17, 2020	BUY	$48.87 - $49.12 $320,000 - $321,637	6,548 Added 256.78%	9,098 $446,000
Q3 2019 Nov 07, 2019	BUY	$48.76 - $49.06 $59,682 - $60,049	1,224 Added 92.31%	2,550 $125,000
Q1 2019 May 15, 2019	SELL	N/A	-2,568 Reduced 65.95%	1,326 $64,000
Q4 2018 Jan 23, 2019	SELL	N/A	-1,526 Reduced 28.15%	3,894 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-878 Reduced 13.94%	5,420 $0
Q2 2018 Aug 07, 2018	BUY	N/A	1,075 Added 20.58%	6,298 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-2,490 Reduced 32.28%	5,223 $250,000
Q1 2018 May 09, 2018	BUY	N/A	2,490 Added 47.67%	7,713 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-332 Reduced 5.98%	5,223 $0
Q3 2017 Oct 30, 2017	BUY	N/A	2,057 Added 58.81%	5,555 $270,000
Q2 2017 Jun 03, 2019	BUY	N/A	629 Added 21.92%	3,498 $170,000
Q1 2017 Jun 03, 2019	SELL	N/A	-354 Reduced 10.98%	2,869 $139,000
Q4 2016 Jun 03, 2019	BUY	N/A	3,067 Added 1966.03%	3,223 $155,000
Q2 2016 Jun 03, 2019	SELL	N/A	-1,170 Reduced 88.24%	156 $8,000
Q1 2016 Jun 03, 2019	BUY	N/A	1,326	1,326 $64,000

Others Institutions Holding SHM

# of Institutions

451

Shares Held

73.7M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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