Avantax Advisory Services, Inc. Ishares Tr U S Utils ETF Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	$79.56 - $91.11 $345,847 - $396,055	-4,347 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$79.02 - $88.43 $73,330 - $82,063	-928 Reduced 17.59%	4,347 $384,000
Q3 2021 Oct 21, 2021	BUY	$78.65 - $86.24 $2,044 - $2,242	26 Added 0.5%	5,275 $415,000
Q2 2021 Jul 29, 2021	BUY	$78.5 - $83.84 $35,403 - $37,811	451 Added 9.4%	5,249 $412,000
Q1 2021 May 13, 2021	SELL	$72.46 - $79.63 $35,505 - $39,018	-490 Reduced 9.27%	4,798 $382,000

Q4 2020 Jan 22, 2021	SELL	$73.61 - $82.19 $126,314 - $141,038	-1,716 Reduced 24.5%	5,288 $411,000
Q3 2020 Oct 14, 2020	BUY	$70.19 - $76.14 $201,164 - $218,217	2,866 Added 69.26%	7,004 $1.03 Million
Q2 2020 Aug 06, 2020	SELL	$64.5 - $78.05 $2,128 - $2,575	-33 Reduced 0.79%	4,138 $580,000
Q1 2020 Apr 30, 2020	BUY	$56.5 - $88.53 $235,661 - $369,258	4,171 New	4,171 $576,000

Others Institutions Holding IDU

# of Institutions

229

Shares Held

4.42M

Call Options Held

4.4K

Put Options Held

0

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

Track This Portfolio

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.