Avantax Advisory Services, Inc. Ishares Tr Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 37,598 shares of GVI stock, worth $3.93 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

37,598

Previous 37,994 1.04%

Holding current value

$3.93 Million

Previous $3.94 Million 2.16%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$103.17 - $107.43 $40,855 - $42,542	-396 Reduced 1.04%	37,598 $4.03 Million
Q2 2024 Aug 09, 2024	BUY	$102.13 - $104.03 $2.62 Million - $2.67 Million	25,691 Added 208.82%	37,994 $3.94 Million
Q1 2024 May 08, 2024	SELL	$103.31 - $105.01 $161,163 - $163,815	-1,560 Reduced 11.25%	12,303 $1.28 Million
Q4 2023 Feb 07, 2024	BUY	$100.06 - $104.91 $1.39 Million - $1.45 Million	13,863 New	13,863 $1.45 Million
Q1 2023 Apr 28, 2023	SELL	$101.58 - $105.07 $1.9 Million - $1.97 Million	-18,721 Reduced 90.0%	2,079 $217,000
Q4 2022 Feb 13, 2023	BUY	$100.23 - $103.85 $1.67 Million - $1.73 Million	16,692 Added 406.33%	20,800 $2.13 Million
Q3 2022 Nov 01, 2022	SELL	$101.17 - $107.13 $882,404 - $934,387	-8,722 Reduced 67.98%	4,108 $418,000
Q2 2022 Aug 02, 2022	BUY	$103.39 - $108.19 $1.33 Million - $1.39 Million	12,830 New	12,830 $1.35 Million
Q1 2022 Apr 27, 2022	SELL	$107.97 - $113.53 $1.23 Million - $1.3 Million	-11,430 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$113.61 - $115.26 $1.3 Million - $1.32 Million	11,430 New	11,430 $1.3 Million
Q4 2020 Jan 22, 2021	SELL	$116.99 - $117.71 $1.04 Million - $1.04 Million	-8,861 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$117.54 - $118.35 $1.04 Million - $1.05 Million	8,861 New	8,861 $1.04 Million
Q2 2020 Aug 06, 2020	SELL	$114.67 - $117.72 $243,215 - $249,684	-2,121 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$109.93 - $116.9 $233,161 - $247,944	2,121 New	2,121 $243,000

Others Institutions Holding GVI

# of Institutions

287

Shares Held

28.2M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker GVI
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Ishares Tr Transaction History