Avantax Advisory Services, Inc. Ishares Tr Core Moderate Alloc Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 21,842 shares of AOM stock, worth $962,795. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,842

Previous 21,772 0.32%

Holding current value

$962,795

Previous $936,000 5.24%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$42.66 - $45.18 $2,986 - $3,162	70 Added 0.32%	21,842 $985,000
Q2 2024 Aug 09, 2024	SELL	$41.17 - $43.25 $8,769 - $9,212	-213 Reduced 0.97%	21,772 $936,000
Q1 2024 May 08, 2024	SELL	$40.86 - $42.78 $21,982 - $23,015	-538 Reduced 2.39%	21,985 $940,000
Q4 2023 Feb 07, 2024	BUY	$37.83 - $41.78 $21,563 - $23,814	570 Added 2.6%	22,523 $934,000
Q3 2023 Nov 07, 2023	BUY	$38.81 - $40.84 $16,533 - $17,397	426 Added 1.98%	21,953 $854,000
Q2 2023 Aug 11, 2023	BUY	$39.32 - $40.55 $103,450 - $106,687	2,631 Added 13.92%	21,527 $869,000
Q1 2023 Apr 28, 2023	SELL	$38.2 - $40.45 $5,386 - $5,703	-141 Reduced 0.74%	18,896 $753,000
Q4 2022 Feb 13, 2023	BUY	$36.07 - $39.57 $230,379 - $252,733	6,387 Added 50.49%	19,037 $723,000
Q3 2022 Nov 01, 2022	SELL	$36.57 - $40.81 $6,984 - $7,794	-191 Reduced 1.49%	12,650 $463,000
Q2 2022 Aug 02, 2022	SELL	$38.3 - $43.06 $4,059 - $4,564	-106 Reduced 0.82%	12,841 $500,000
Q1 2022 Apr 27, 2022	BUY	$41.74 - $45.45 $180,817 - $196,889	4,332 Added 50.28%	12,947 $557,000
Q4 2021 Jan 24, 2022	BUY	$44.53 - $46.0 $55,217 - $57,040	1,240 Added 16.81%	8,615 $392,000
Q3 2021 Oct 21, 2021	BUY	$44.74 - $45.93 $104,781 - $107,568	2,342 Added 46.53%	7,375 $328,000
Q2 2021 Jul 29, 2021	BUY	$43.8 - $45.14 $220,445 - $227,189	5,033 New	5,033 $227,000
Q4 2020 Jan 22, 2021	SELL	$40.42 - $43.32 $1.11 Million - $1.19 Million	-27,459 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$39.91 - $42.11 $1.1 Million - $1.16 Million	27,459 New	27,459 $1.13 Million

Others Institutions Holding AOM

# of Institutions

257

Shares Held

11.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Avantax Advisory Services, Inc. Ishares Tr Core Moderate Alloc Transaction History