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Independent Financial Group’s Ionis Pharmaceuticals IONS Stock Holding History

Independent Financial Group’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,325
Closed -$368K – 797
2022
Q3 		$368K Buy
8,325
+200
+2% +$8.43K 0.03% 481
2022
Q2 		$301K Sell
8,125
-365
-4% -$13.8K 0.03% 505
2022
Q1 		$314K Buy
+8,490
New +$278K 0.03% 577

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Independent Financial Group's IONS Position: Q4 2022 in Review

Independent Financial Group sold out of Ionis Pharmaceuticals (IONS) in Q4 2022, closing a stake of 8,325 shares — an estimated $368K sold.

Independent Financial Group first reported a position in IONS in Q1 2022 and held it in 3 quarters. The position peaked at $368K in Q3 2022. 338 funds tracked by Wall St. Rank hold IONS as of Q4 2022.

  • Independent Financial Group reported no remaining Ionis Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
  • Independent Financial Group sold 8,325 Ionis Pharmaceuticals shares in Q4 2022, an estimated $368K.
  • Independent Financial Group first reported a position in Ionis Pharmaceuticals in Q1 2022 and held it in 3 quarters.
  • Independent Financial Group's Ionis Pharmaceuticals position peaked at $368K in Q3 2022.
  • 338 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.