Avantax Advisory Services, Inc. Ishares Tr Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 104,597 shares of DVY stock, worth $13.7 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

104,597

Previous 101,504 3.05%

Holding current value

$13.7 Million

Previous $13.3 Million 5.4%

% of portfolio

0.09%

Previous 0.09%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$128.58 - $138.1 $397,697 - $427,143	3,093 Added 3.05%	104,597 $14 Million
Q4 2024 Feb 07, 2025	BUY	$129.55 - $143.41 $162,196 - $179,549	1,252 Added 1.25%	101,504 $13.3 Million
Q3 2024 Nov 13, 2024	SELL	$119.99 - $135.74 $566,952 - $641,371	-4,725 Reduced 4.5%	100,252 $13.5 Million
Q2 2024 Aug 09, 2024	SELL	$115.73 - $125.75 $1.3 Million - $1.41 Million	-11,222 Reduced 9.66%	104,977 $12.7 Million
Q1 2024 May 08, 2024	BUY	$113.31 - $123.18 $698,669 - $759,527	6,166 Added 5.6%	116,199 $14.3 Million
Q4 2023 Feb 07, 2024	SELL	$102.97 - $119.06 $780,306 - $902,236	-7,578 Reduced 6.44%	110,033 $12.9 Million
Q3 2023 Nov 07, 2023	SELL	$107.44 - $118.16 $686,434 - $754,924	-6,389 Reduced 5.15%	117,611 $12.7 Million
Q2 2023 Aug 11, 2023	SELL	$108.5 - $119.27 $1.01 Million - $1.11 Million	-9,321 Reduced 6.99%	124,000 $14 Million
Q1 2023 Apr 28, 2023	BUY	$110.68 - $126.38 $601,988 - $687,380	5,439 Added 4.25%	133,321 $15.6 Million
Q4 2022 Feb 13, 2023	BUY	$107.39 - $125.5 $507,847 - $593,489	4,729 Added 3.84%	127,882 $15.4 Million
Q3 2022 Nov 01, 2022	BUY	$107.22 - $127.71 $2.29 Million - $2.73 Million	21,400 Added 21.03%	123,153 $13.2 Million
Q2 2022 Aug 02, 2022	BUY	$113.21 - $132.14 $1.23 Million - $1.44 Million	10,874 Added 11.97%	101,753 $12 Million
Q1 2022 Apr 27, 2022	BUY	$119.99 - $129.75 $1.46 Million - $1.58 Million	12,185 Added 15.48%	90,879 $11.7 Million
Q4 2021 Jan 24, 2022	SELL	$114.37 - $122.59 $1.79 Million - $1.91 Million	-15,619 Reduced 16.56%	78,694 $9.65 Million
Q3 2021 Oct 21, 2021	BUY	$112.53 - $119.9 $1.1 Million - $1.17 Million	9,742 Added 11.52%	94,313 $10.8 Million
Q2 2021 Jul 29, 2021	BUY	$114.14 - $123.06 $1.01 Million - $1.09 Million	8,872 Added 11.72%	84,571 $9.86 Million
Q1 2021 May 13, 2021	SELL	$94.76 - $115.39 $26,343 - $32,078	-278 Reduced 0.37%	75,699 $8.64 Million
Q4 2020 Jan 22, 2021	SELL	$81.33 - $97.54 $12.2 Million - $14.6 Million	-149,498 Reduced 66.3%	75,977 $7.3 Million
Q3 2020 Oct 14, 2020	BUY	$77.43 - $86.72 $5.31 Million - $5.95 Million	68,567 Added 43.7%	225,475 $18.4 Million
Q2 2020 Aug 06, 2020	BUY	$69.37 - $91.69 $2.73 Million - $3.61 Million	39,400 Added 33.53%	156,908 $12.7 Million
Q1 2020 Apr 30, 2020	SELL	$62.67 - $107.3 $929,646 - $1.59 Million	-14,834 Reduced 11.21%	117,508 $8.64 Million
Q4 2019 Feb 14, 2020	BUY	$98.25 - $105.76 $2.87 Million - $3.09 Million	29,209 Added 28.32%	132,342 $14 Million
Q3 2019 Nov 08, 2019	BUY	$100.87 - $103.22 $1.71 Million - $1.75 Million	16,914 Added 19.62%	103,133 $10.5 Million
Q2 2019 Aug 06, 2019	BUY	N/A	11,750 Added 15.78%	86,219 $8.58 Million
Q1 2019 May 13, 2019	BUY	N/A	11,422 Added 18.12%	74,469 $7.31 Million
Q4 2018 Feb 13, 2019	BUY	N/A	63,047 New	63,047 $5.63 Million

Others Institutions Holding DVY

# of Institutions

1,453

Shares Held

69.7M

Call Options Held

1.1M

Put Options Held

62.9K

View Full List

About ISHARES TR

Ticker DVY
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Avantax Advisory Services, Inc. Ishares Tr Transaction History