A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 56,952 shares of HYG stock, worth $4.55 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
56,952
Previous 37,730 50.95%
Holding current value
$4.55 Million
Previous $2.93 Million 49.83%
% of portfolio
0.03%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$75.68 - $77.45 $1.45 Million - $1.49 Million
19,222 Added 50.95%
56,952 $4.39 Million
Q1 2024

May 08, 2024

BUY
$76.57 - $77.9 $363,248 - $369,557
4,744 Added 14.38%
37,730 $2.93 Million
Q4 2023

Feb 07, 2024

SELL
$71.78 - $77.94 $521,697 - $566,467
-7,268 Reduced 18.06%
32,986 $2.55 Million
Q3 2023

Nov 07, 2023

SELL
$73.48 - $75.65 $1.09 Million - $1.12 Million
-14,788 Reduced 26.87%
40,254 $2.97 Million
Q2 2023

Aug 11, 2023

SELL
$73.57 - $75.42 $354,165 - $363,071
-4,814 Reduced 8.04%
55,042 $4.13 Million
Q1 2023

Apr 28, 2023

SELL
$73.04 - $77.2 $4.61 Million - $4.87 Million
-63,122 Reduced 51.33%
59,856 $4.52 Million
Q4 2022

Feb 13, 2023

BUY
$71.24 - $76.11 $4.35 Million - $4.64 Million
61,019 Added 98.48%
122,978 $9.05 Million
Q3 2022

Nov 01, 2022

BUY
$71.13 - $78.94 $537,102 - $596,075
7,551 Added 13.88%
61,959 $4.42 Million
Q2 2022

Aug 02, 2022

SELL
$73.1 - $82.57 $2.78 Million - $3.14 Million
-37,969 Reduced 41.1%
54,408 $4.01 Million
Q1 2022

Apr 27, 2022

SELL
$79.97 - $86.97 $69,653 - $75,750
-871 Reduced 0.93%
92,377 $7.6 Million
Q4 2021

Jan 24, 2022

BUY
$85.37 - $87.5 $834,064 - $854,875
9,770 Added 11.7%
93,248 $8.12 Million
Q3 2021

Oct 21, 2021

BUY
$86.98 - $88.14 $699,232 - $708,557
8,039 Added 10.66%
83,478 $7.3 Million
Q2 2021

Jul 29, 2021

BUY
$86.61 - $88.04 $2.51 Million - $2.55 Million
28,956 Added 62.29%
75,439 $6.63 Million
Q1 2021

May 13, 2021

BUY
$85.73 - $87.78 $2.89 Million - $2.96 Million
33,717 Added 264.12%
46,483 $4.05 Million
Q4 2020

Jan 22, 2021

SELL
$83.46 - $87.3 $7.54 Million - $7.89 Million
-90,373 Reduced 87.62%
12,766 $1.11 Million
Q3 2020

Oct 14, 2020

BUY
$81.53 - $85.39 $5.87 Million - $6.15 Million
72,004 Added 231.26%
103,139 $8.65 Million
Q2 2020

Aug 06, 2020

SELL
$73.55 - $84.56 $745,135 - $856,677
-10,131 Reduced 24.55%
31,135 $2.54 Million
Q1 2020

Apr 30, 2020

BUY
$68.63 - $88.43 $182,212 - $234,781
2,655 Added 6.88%
41,266 $3.18 Million
Q4 2019

Feb 14, 2020

BUY
$86.04 - $88.21 $2.19 Million - $2.24 Million
25,405 Added 192.37%
38,611 $3.39 Million
Q3 2019

Nov 08, 2019

SELL
$85.49 - $87.52 $12,738 - $13,040
-149 Reduced 1.12%
13,206 $1.15 Million
Q2 2019

Aug 06, 2019

BUY
$84.65 - $87.61 $453,385 - $469,239
5,356 Added 66.96%
13,355 $1.16 Million
Q1 2019

May 13, 2019

BUY
$80.99 - $86.47 $94,515 - $100,910
1,167 Added 17.08%
7,999 $692,000
Q4 2018

Feb 13, 2019

BUY
$79.63 - $86.3 $544,032 - $589,601
6,832 New
6,832 $554,000

Others Institutions Holding HYG

About ISHARES TR


  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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.