Avantax Advisory Services, Inc. Ishares Core High Dividend ETF Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 107,611 shares of HDV stock, worth $11.6 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
107,611
Previous 105,645 1.86%
Holding current value
$11.6 Million
Previous $10.8 Million 10.07%
% of portfolio
0.11%
Previous 0.11%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$101.8 - $110.21 $200,138 - $216,672
1,966 Added 1.86%
107,611 $11.9 Million
Q4 2023

Feb 07, 2024
SELL
$93.77 - $103.26 $1.57 Million - $1.73 Million
-16,777 Reduced 13.7%
105,645 $10.8 Million
Q3 2023

Nov 07, 2023
SELL
$98.89 - $104.38 $11.5 Million - $12.1 Million
-115,796 Reduced 48.61%
122,422 $12.1 Million
Q2 2023

Aug 11, 2023
BUY
$97.54 - $104.3 $447,611 - $478,632
4,589 Added 1.96%
238,218 $24 Million
Q1 2023

Apr 28, 2023
BUY
$97.23 - $106.66 $2.16 Million - $2.37 Million
22,193 Added 10.5%
233,629 $23.8 Million
Q4 2022

Feb 13, 2023
SELL
$101.6 - $108.19 $639,368 - $680,839
-6,293 Reduced 2.89%
211,436 $22 Million
Q3 2022

Nov 01, 2022
SELL
$95.15 - $105.95 $458,147 - $510,149
-4,815 Reduced 2.16%
217,729 $19.9 Million
Q2 2022

Aug 02, 2022
BUY
$97.13 - $109.92 $4.82 Million - $5.46 Million
49,648 Added 28.72%
222,544 $22.4 Million
Q1 2022

Apr 27, 2022
BUY
$100.32 - $107.96 $4.06 Million - $4.37 Million
40,443 Added 30.53%
172,896 $18.5 Million
Q4 2021

Jan 24, 2022
BUY
$94.51 - $100.99 $294,115 - $314,280
3,112 Added 2.41%
132,453 $13.4 Million
Q3 2021

Oct 21, 2021
BUY
$94.26 - $98.35 $70,789 - $73,860
751 Added 0.58%
129,341 $12.2 Million
Q2 2021

Jul 29, 2021
BUY
$94.78 - $99.7 $618,439 - $650,542
6,525 Added 5.35%
128,590 $12.4 Million
Q1 2021

May 13, 2021
SELL
$86.68 - $95.97 $2.17 Million - $2.4 Million
-25,047 Reduced 17.03%
122,065 $11.6 Million
Q4 2020

Jan 22, 2021
SELL
$77.25 - $90.74 $2.32 Million - $2.73 Million
-30,040 Reduced 16.96%
147,112 $12.9 Million
Q3 2020

Oct 14, 2020
SELL
$78.68 - $86.23 $1.34 Million - $1.47 Million
-17,088 Reduced 8.8%
177,152 $14.3 Million
Q2 2020

Aug 06, 2020
BUY
$68.83 - $90.91 $1.01 Million - $1.33 Million
14,658 Added 8.16%
194,240 $15.7 Million
Q1 2020

Apr 30, 2020
BUY
$61.93 - $98.29 $523,989 - $831,631
8,461 Added 4.94%
179,582 $12.9 Million
Q4 2019

Feb 14, 2020
BUY
$91.22 - $98.37 $12.5 Million - $13.5 Million
136,998 Added 401.48%
171,121 $16.8 Million
Q3 2019

Nov 08, 2019
BUY
$90.65 - $95.92 $254,998 - $269,822
2,813 Added 8.98%
34,123 $3.21 Million
Q2 2019

Aug 06, 2019
BUY
$89.51 - $95.4 $377,105 - $401,920
4,213 Added 15.55%
31,310 $2.96 Million
Q1 2019

May 13, 2019
BUY
$82.8 - $93.96 $1.66 Million - $1.88 Million
20,036 Added 283.76%
27,097 $2.53 Million
Q4 2018

Feb 13, 2019
BUY
$80.0 - $92.56 $564,880 - $653,566
7,061 New
7,061 $597,000

Others Institutions Holding HDV

# of Institutions
762
Shares Held
42.8M
Call Options Held
938K
Put Options Held
27.4K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email