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 2,981 shares of IAK stock, worth $381,895. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,981

Previous 3,284 9.23%

Holding current value

$381,895

Previous $370,000 3.78%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$112.0 - $130.47 $33,936 - $39,532	-303 Reduced 9.23%	2,981 $384,000
Q2 2024 Aug 09, 2024	SELL	$109.54 - $117.86 $58,275 - $62,701	-532 Reduced 13.94%	3,284 $370,000
Q1 2024 May 08, 2024	BUY	$101.06 - $117.39 $385,644 - $447,960	3,816 New	3,816 $447,000
Q4 2022 Feb 13, 2023	SELL	$81.32 - $94.36 $269,901 - $313,180	-3,319 Reduced 45.2%	4,024 $367,000
Q3 2022 Nov 01, 2022	BUY	$78.22 - $88.93 $336,971 - $383,110	4,308 Added 141.94%	7,343 $581,000
Q2 2022 Aug 02, 2022	BUY	$79.16 - $92.57 $61,111 - $71,464	772 Added 34.11%	3,035 $252,000
Q1 2022 Apr 27, 2022	BUY	$82.05 - $92.52 $185,679 - $209,372	2,263 New	2,263 $208,000

Others Institutions Holding IAK

# of Institutions

152

Shares Held

3.77M

Call Options Held

200

Put Options Held

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About ISHARES TR

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