Avantax Advisory Services, Inc. Ishares Tr Core Growth Allocat Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 77,402 shares of AOR stock, worth $4.53 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

77,402

Previous 41,262 87.59%

Holding current value

$4.53 Million

Previous $2.44 Million 81.51%

% of portfolio

0.03%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$57.32 - $59.66 $2.07 Million - $2.16 Million	36,140 Added 87.59%	77,402 $4.44 Million
Q3 2024 Nov 13, 2024	BUY	$55.15 - $59.31 $63,698 - $68,503	1,155 Added 2.88%	41,262 $2.44 Million
Q2 2024 Aug 09, 2024	SELL	$53.33 - $56.61 $100,740 - $106,936	-1,889 Reduced 4.5%	40,107 $2.26 Million
Q1 2024 May 08, 2024	SELL	$52.25 - $55.68 $94,990 - $101,226	-1,818 Reduced 4.15%	41,996 $2.34 Million
Q4 2023 Feb 07, 2024	BUY	$47.73 - $53.4 $455,726 - $509,863	9,548 Added 27.86%	43,814 $2.33 Million
Q3 2023 Nov 07, 2023	BUY	$49.22 - $52.2 $215,091 - $228,114	4,370 Added 14.62%	34,266 $1.69 Million
Q2 2023 Aug 11, 2023	BUY	$49.42 - $51.49 $84,508 - $88,047	1,710 Added 6.07%	29,896 $1.54 Million
Q1 2023 Apr 28, 2023	BUY	$47.5 - $50.91 $40,850 - $43,782	860 Added 3.15%	28,186 $1.41 Million
Q4 2022 Feb 13, 2023	BUY	$44.27 - $49.42 $387,716 - $432,820	8,758 Added 47.17%	27,326 $1.29 Million
Q3 2022 Nov 01, 2022	BUY	$44.78 - $50.98 $187,314 - $213,249	4,183 Added 29.08%	18,568 $831,000
Q2 2022 Aug 02, 2022	BUY	$47.07 - $54.22 $80,113 - $92,282	1,702 Added 13.42%	14,385 $690,000
Q1 2022 Apr 27, 2022	BUY	$51.69 - $57.18 $23,053 - $25,502	446 Added 3.64%	12,683 $686,000
Q4 2021 Jan 24, 2022	SELL	$55.21 - $57.77 $7,398 - $7,741	-134 Reduced 1.08%	12,237 $699,000
Q3 2021 Oct 21, 2021	BUY	$55.25 - $57.29 $45,526 - $47,206	824 Added 7.14%	12,371 $684,000
Q2 2021 Jul 29, 2021	BUY	$54.04 - $56.17 $10,808 - $11,234	200 Added 1.76%	11,547 $647,000
Q1 2021 May 13, 2021	BUY	$52.05 - $53.97 $264,674 - $274,437	5,085 Added 81.2%	11,347 $606,000
Q4 2020 Jan 22, 2021	SELL	$47.5 - $52.36 $462,650 - $509,986	-9,740 Reduced 60.87%	6,262 $327,000
Q3 2020 Oct 14, 2020	BUY	$46.46 - $50.06 $743,452 - $801,060	16,002 New	16,002 $776,000
Q2 2020 Aug 06, 2020	SELL	$40.37 - $47.5 $501,920 - $590,567	-12,433 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$37.67 - $48.89 $468,351 - $607,849	12,433 New	12,433 $515,000

Others Institutions Holding AOR

# of Institutions

378

Shares Held

16.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
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Avantax Advisory Services, Inc. Ishares Tr Core Growth Allocat Transaction History