Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

SELL
$87.46 - $104.89 $39,881 - $47,829
-456 Reduced 11.89%
3,380 $309,000
Q4 2022

Feb 13, 2023

SELL
$85.82 - $103.08 $45,141 - $54,220
-526 Reduced 12.06%
3,836 $368,000
Q3 2022

Nov 01, 2022

SELL
$81.8 - $99.58 $2,290 - $2,788
-28 Reduced 0.64%
4,362 $372,000
Q2 2022

Aug 02, 2022

BUY
$81.32 - $99.97 $65,299 - $80,275
803 Added 22.39%
4,390 $369,000
Q1 2022

Apr 27, 2022

BUY
$94.42 - $114.54 $131,999 - $160,126
1,398 Added 63.86%
3,587 $357,000
Q4 2021

Jan 24, 2022

SELL
$104.77 - $116.15 $3,352 - $3,716
-32 Reduced 1.44%
2,189 $241,000
Q3 2021

Oct 21, 2021

BUY
$97.62 - $110.73 $216,814 - $245,931
2,221 New
2,221 $231,000

Others Institutions Holding IAI

About ISHARES TR US BROKER-DEALERS &


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