A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 129,945 shares of IDV stock, worth $3.71 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
129,945
Previous 135,103 3.82%
Holding current value
$3.71 Million
Previous $3.79 Million 5.1%
% 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

SELL
$26.94 - $30.1 $138,956 - $155,255
-5,158 Reduced 3.82%
129,945 $3.6 Million
Q1 2024

May 08, 2024

SELL
$26.95 - $28.13 $454,484 - $474,384
-16,864 Reduced 11.1%
135,103 $3.79 Million
Q4 2023

Feb 07, 2024

BUY
$24.46 - $28.13 $116,967 - $134,517
4,782 Added 3.25%
151,967 $4.25 Million
Q3 2023

Nov 07, 2023

SELL
$25.3 - $27.59 $121,768 - $132,790
-4,813 Reduced 3.17%
147,185 $3.74 Million
Q2 2023

Aug 11, 2023

SELL
$25.86 - $28.52 $35,764 - $39,443
-1,383 Reduced 0.9%
151,998 $4 Million
Q1 2023

Apr 28, 2023

SELL
$26.54 - $29.5 $248,732 - $276,474
-9,372 Reduced 5.76%
153,381 $4.22 Million
Q4 2022

Feb 13, 2023

SELL
$22.26 - $27.56 $613,418 - $759,470
-27,557 Reduced 14.48%
162,753 $4.42 Million
Q3 2022

Nov 01, 2022

BUY
$22.53 - $28.47 $18,046 - $22,804
801 Added 0.42%
190,310 $4.29 Million
Q2 2022

Aug 02, 2022

BUY
$26.84 - $32.0 $261,743 - $312,064
9,752 Added 5.43%
189,509 $5.15 Million
Q1 2022

Apr 27, 2022

BUY
$29.99 - $33.33 $368,367 - $409,392
12,283 Added 7.33%
179,757 $5.71 Million
Q4 2021

Jan 24, 2022

SELL
$29.77 - $31.71 $32,211 - $34,310
-1,082 Reduced 0.64%
167,474 $5.22 Million
Q3 2021

Oct 21, 2021

BUY
$30.42 - $32.96 $507,588 - $549,970
16,686 Added 10.99%
168,556 $5.13 Million
Q2 2021

Jul 29, 2021

BUY
$31.67 - $34.02 $76,008 - $81,648
2,400 Added 1.61%
151,870 $4.92 Million
Q1 2021

May 13, 2021

BUY
$29.53 - $32.13 $198,205 - $215,656
6,712 Added 4.7%
149,470 $4.71 Million
Q4 2020

Jan 22, 2021

SELL
$24.08 - $29.73 $1.6 Million - $1.98 Million
-66,462 Reduced 31.77%
142,758 $4.21 Million
Q3 2020

Oct 14, 2020

BUY
$24.68 - $26.95 $766,560 - $837,067
31,060 Added 17.43%
209,220 $5.21 Million
Q2 2020

Aug 06, 2020

SELL
$21.21 - $27.95 $11,029 - $14,534
-520 Reduced 0.29%
178,160 $4.47 Million
Q1 2020

Apr 30, 2020

BUY
$19.58 - $34.05 $44,936 - $78,144
2,295 Added 1.3%
178,680 $4.04 Million
Q4 2019

Feb 14, 2020

BUY
$29.79 - $33.61 $766,705 - $865,020
25,737 Added 17.08%
176,385 $5.92 Million
Q3 2019

Nov 08, 2019

SELL
$30.41 - $31.26 $646,273 - $664,337
-21,252 Reduced 12.36%
150,648 $4.62 Million
Q2 2019

Aug 06, 2019

SELL
N/A
-3,297 Reduced 1.88%
171,900 $5.28 Million
Q1 2019

May 13, 2019

SELL
N/A
-783 Reduced 0.44%
175,197 $5.41 Million
Q4 2018

Feb 13, 2019

BUY
N/A
175,980 New
175,980 $5.05 Million

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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