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 126,216 shares of IDV stock, worth $3.41 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

126,216

Previous 129,945 2.87%

Holding current value

$3.41 Million

Previous $3.6 Million 6.12%

% of portfolio

0.03%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$27.62 - $30.64 $102,994 - $114,256	-3,729 Reduced 2.87%	126,216 $3.82 Million
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

# of Institutions

479

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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.

Account

Avantax Advisory Services, Inc. Ishares Tr Transaction History