Avantax Advisory Services, Inc. Ishares Tr Msci Eafe ETF Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 294,704 shares of EFA stock, worth $26 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

294,704

Previous 337,149 12.59%

Holding current value

$26 Million

Previous $25.5 Million 5.51%

% of portfolio

0.15%

Previous 0.16%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$74.85 - $84.89 $3.18 Million - $3.6 Million	-42,445 Reduced 12.59%	294,704 $24.1 Million
Q4 2024 Feb 07, 2025	BUY	$75.1 - $82.99 $8.02 Million - $8.86 Million	106,731 Added 46.32%	337,149 $25.5 Million
Q3 2024 Nov 13, 2024	BUY	$75.32 - $84.37 $298,869 - $334,780	3,968 Added 1.75%	230,418 $19.3 Million
Q2 2024 Aug 09, 2024	BUY	$76.09 - $82.16 $4.12 Million - $4.45 Million	54,118 Added 31.4%	226,450 $17.7 Million
Q1 2024 May 08, 2024	SELL	$73.11 - $80.04 $1.36 Million - $1.49 Million	-18,631 Reduced 9.76%	172,332 $13.8 Million
Q4 2023 Feb 07, 2024	BUY	$65.84 - $75.47 $1.26 Million - $1.45 Million	19,162 Added 11.15%	190,963 $14.4 Million
Q3 2023 Nov 07, 2023	BUY	$68.56 - $74.46 $317,501 - $344,824	4,631 Added 2.77%	171,801 $11.8 Million
Q2 2023 Aug 11, 2023	BUY	$70.67 - $73.9 $343,244 - $358,932	4,857 Added 2.99%	167,170 $12.1 Million
Q1 2023 Apr 28, 2023	SELL	$66.22 - $72.19 $274,746 - $299,516	-4,149 Reduced 2.49%	162,313 $11.6 Million
Q4 2022 Feb 13, 2023	BUY	$55.71 - $67.79 $2.41 Million - $2.93 Million	43,211 Added 35.06%	166,462 $10.9 Million
Q3 2022 Nov 01, 2022	SELL	$55.54 - $66.76 $1.54 Million - $1.85 Million	-27,690 Reduced 18.34%	123,251 $6.9 Million
Q2 2022 Aug 02, 2022	BUY	$61.48 - $74.59 $1.99 Million - $2.41 Million	32,334 Added 27.26%	150,941 $9.43 Million
Q1 2022 Apr 27, 2022	SELL	$66.84 - $79.66 $5.7 Million - $6.79 Million	-85,271 Reduced 41.82%	118,607 $8.74 Million
Q4 2021 Jan 24, 2022	BUY	$76.4 - $81.83 $1.12 Million - $1.19 Million	14,601 Added 7.71%	203,878 $16 Million
Q3 2021 Oct 21, 2021	BUY	$76.9 - $82.13 $753,543 - $804,791	9,799 Added 5.46%	189,277 $14.8 Million
Q2 2021 Jul 29, 2021	BUY	$76.86 - $81.95 $863,675 - $920,872	11,237 Added 6.68%	179,478 $14.2 Million
Q1 2021 May 13, 2021	BUY	$72.39 - $76.92 $1.85 Million - $1.96 Million	25,501 Added 17.87%	168,241 $12.8 Million
Q4 2020 Jan 22, 2021	SELL	$61.39 - $73.52 $14.3 Million - $17.1 Million	-232,719 Reduced 61.98%	142,740 $10.4 Million
Q3 2020 Oct 14, 2020	BUY	$61.1 - $65.92 $12.2 Million - $13.2 Million	200,271 Added 114.32%	375,459 $23.9 Million
Q2 2020 Aug 06, 2020	SELL	$50.9 - $64.65 $1.31 Million - $1.67 Million	-25,757 Reduced 12.82%	175,188 $10.7 Million
Q1 2020 Apr 30, 2020	BUY	$46.5 - $70.38 $350,424 - $530,383	7,536 Added 3.9%	200,945 $10.7 Million
Q4 2019 Feb 14, 2020	BUY	$63.25 - $69.66 $10 Million - $11 Million	158,410 Added 452.61%	193,409 $13.4 Million
Q3 2019 Nov 08, 2019	BUY	$61.3 - $66.68 $438,908 - $477,428	7,160 Added 25.72%	34,999 $2.28 Million
Q2 2019 Aug 06, 2019	BUY	$63.4 - $66.99 $164,015 - $173,303	2,587 Added 10.24%	27,839 $1.83 Million
Q1 2019 May 13, 2019	BUY	$58.13 - $65.61 $908,339 - $1.03 Million	15,626 Added 162.33%	25,252 $1.64 Million
Q4 2018 Feb 13, 2019	BUY	$56.89 - $68.07 $547,623 - $655,241	9,626 New	9,626 $565,000

Others Institutions Holding EFA

# of Institutions

2,276

Shares Held

575M

Call Options Held

57.9M

Put Options Held

76.2M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Ishares Tr Msci Eafe ETF Transaction History