Ownership history in IFP Advisors, Inc · 8 quarters on record
This page tracks every 13F SEC filing in which IFP Advisors, Inc reported a position in ISHARES TR (IBHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 71,549 | +10,243 | +16.7% | 0.06% | $1.7M | $23.22 |
| 2024 Q2 | ADDED | 61,306 | +589 | +1.0% | 0.06% | $1.4M | $22.59 |
| 2023 Q4 | ADDED | 60,717 | +85 | +0.1% | 0.07% | $1.4M | $21.96 |
| 2023 Q3 | ADDED | 60,632 | +12,828 | +26.8% | 0.06% | $1.4M | $21.46 |