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 59,080 shares of HYG stock, worth $4.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

59,080

Previous 56,952 3.74%

Holding current value

$4.7 Million

Previous $4.39 Million 7.99%

% of portfolio

0.03%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$76.72 - $80.36 $163,260 - $171,006	2,128 Added 3.74%	59,080 $4.74 Million
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

# of Institutions

1,075

Shares Held

237M

Call Options Held

97.2M

Put Options Held

326M

View Full List

About ISHARES TR

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