Avantax Advisory Services, Inc. Ishares Agency Bond ETF Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 28,861 shares of AGZ stock, worth $3.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

28,861

Previous 32,131 10.18%

Holding current value

$3.15 Million

Previous $3.47 Million 8.94%

% of portfolio

0.02%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$107.46 - $109.48 $351,394 - $357,999	-3,270 Reduced 10.18%	28,861 $3.16 Million
Q4 2024 Feb 07, 2025	SELL	$107.68 - $110.37 $13.3 Million - $13.7 Million	-123,726 Reduced 79.38%	32,131 $3.47 Million
Q3 2024 Nov 13, 2024	BUY	$107.35 - $110.79 $913,870 - $943,155	8,513 Added 5.78%	155,857 $17.2 Million
Q2 2024 Aug 09, 2024	BUY	$106.48 - $108.13 $1.14 Million - $1.16 Million	10,703 Added 7.83%	147,344 $15.9 Million
Q1 2024 May 08, 2024	BUY	$107.41 - $108.76 $967,334 - $979,492	9,006 Added 7.06%	136,641 $14.8 Million
Q4 2023 Feb 07, 2024	BUY	$104.8 - $108.56 $1.98 Million - $2.05 Million	18,917 Added 17.4%	127,635 $13.8 Million
Q3 2023 Nov 07, 2023	BUY	$105.72 - $107.32 $2.8 Million - $2.84 Million	26,475 Added 32.19%	108,718 $11.5 Million
Q2 2023 Aug 11, 2023	BUY	$106.85 - $108.86 $419,172 - $427,057	3,923 Added 5.01%	82,243 $8.8 Million
Q1 2023 Apr 28, 2023	BUY	$105.78 - $108.76 $586,867 - $603,400	5,548 Added 7.62%	78,320 $8.48 Million
Q4 2022 Feb 13, 2023	BUY	$105.07 - $107.58 $2.27 Million - $2.33 Million	21,625 Added 42.28%	72,772 $7.75 Million
Q3 2022 Nov 01, 2022	BUY	$105.99 - $111.22 $443,462 - $465,344	4,184 Added 8.91%	51,147 $5.45 Million
Q2 2022 Aug 02, 2022	BUY	$107.21 - $111.93 $295,792 - $308,814	2,759 Added 6.24%	46,963 $5.17 Million
Q1 2022 Apr 27, 2022	BUY	$112.17 - $116.88 $170,274 - $177,423	1,518 Added 3.56%	44,204 $4.97 Million
Q4 2021 Jan 24, 2022	BUY	$117.17 - $118.58 $518,594 - $524,835	4,426 Added 11.57%	42,686 $5 Million
Q3 2021 Oct 21, 2021	BUY	$118.21 - $119.37 $65,961 - $66,608	558 Added 1.48%	38,260 $4.54 Million
Q2 2021 Jul 29, 2021	SELL	$117.83 - $118.68 $931,092 - $937,809	-7,902 Reduced 17.33%	37,702 $4.46 Million
Q1 2021 May 13, 2021	BUY	$117.69 - $119.61 $1.22 Million - $1.24 Million	10,384 Added 29.48%	45,604 $5.36 Million
Q4 2020 Jan 22, 2021	BUY	$119.34 - $121.14 $622,238 - $631,623	5,214 Added 17.38%	35,220 $4.21 Million
Q3 2020 Oct 14, 2020	BUY	$120.69 - $121.83 $1.96 Million - $1.98 Million	16,274 Added 118.51%	30,006 $3.63 Million
Q2 2020 Aug 06, 2020	BUY	$119.96 - $121.18 $1.37 Million - $1.38 Million	11,389 Added 486.09%	13,732 $1.66 Million
Q1 2020 Apr 30, 2020	BUY	$115.78 - $121.78 $271,272 - $285,330	2,343 New	2,343 $282,000

Others Institutions Holding AGZ

# of Institutions

156

Shares Held

4.68M

Call Options Held

Put Options Held

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About ISHARES AGENCY BOND ETF

Ticker AGZ
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Avantax Advisory Services, Inc. Ishares Agency Bond ETF Transaction History