Avantax Advisory Services, Inc. Ishares Barclays Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 218,586 shares of IEF stock, worth $21.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

218,586

Previous 155,625 40.46%

Holding current value

$21.1 Million

Previous $14.8 Million 41.05%

% of portfolio

0.12%

Previous 0.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$93.15 - $96.56 $5.86 Million - $6.08 Million	62,961 Added 40.46%	218,586 $20.9 Million
Q1 2025 May 06, 2025	SELL	$91.17 - $95.39 $3.95 Million - $4.14 Million	-43,359 Reduced 21.79%	155,625 $14.8 Million
Q4 2024 Feb 07, 2025	BUY	$92.08 - $98.18 $1.44 Million - $1.54 Million	15,646 Added 8.53%	198,984 $18.4 Million
Q3 2024 Nov 13, 2024	BUY	$92.67 - $99.14 $1.75 Million - $1.87 Million	18,864 Added 11.47%	183,338 $18 Million
Q2 2024 Aug 09, 2024	BUY	$91.24 - $94.6 $1.86 Million - $1.93 Million	20,414 Added 14.17%	164,474 $15.4 Million
Q1 2024 May 08, 2024	BUY	$93.54 - $96.82 $999,568 - $1.03 Million	10,686 Added 8.01%	144,060 $13.6 Million
Q4 2023 Feb 07, 2024	BUY	$88.95 - $97.0 $1.71 Million - $1.86 Million	19,200 Added 16.82%	133,374 $12.9 Million
Q3 2023 Nov 07, 2023	SELL	$91.32 - $97.13 $541,527 - $575,980	-5,930 Reduced 4.94%	114,174 $10.5 Million
Q2 2023 Aug 11, 2023	BUY	$96.39 - $100.48 $2.97 Million - $3.09 Million	30,788 Added 34.47%	120,104 $11.6 Million
Q1 2023 Apr 28, 2023	BUY	$94.41 - $100.02 $1.48 Million - $1.57 Million	15,655 Added 21.25%	89,316 $8.85 Million
Q4 2022 Feb 13, 2023	BUY	$92.93 - $99.14 $4.78 Million - $5.09 Million	51,383 Added 230.64%	73,661 $7.06 Million
Q3 2022 Nov 01, 2022	BUY	$94.56 - $105.6 $495,021 - $552,816	5,235 Added 30.72%	22,278 $2.14 Million
Q2 2022 Aug 02, 2022	BUY	$98.15 - $106.65 $81,071 - $88,092	826 Added 5.09%	17,043 $1.74 Million
Q1 2022 Apr 27, 2022	BUY	$106.08 - $113.93 $34,794 - $37,369	328 Added 2.06%	16,217 $1.74 Million
Q4 2021 Jan 24, 2022	BUY	$113.55 - $116.36 $134,216 - $137,537	1,182 Added 8.04%	15,889 $1.83 Million
Q3 2021 Oct 21, 2021	SELL	$114.96 - $118.18 $10,806 - $11,108	-94 Reduced 0.64%	14,707 $1.7 Million
Q2 2021 Jul 29, 2021	BUY	$113.04 - $115.78 $731,255 - $748,980	6,469 Added 77.64%	14,801 $1.72 Million
Q1 2021 May 13, 2021	SELL	$112.93 - $119.98 $221,229 - $235,040	-1,959 Reduced 19.04%	8,332 $942,000
Q4 2020 Jan 22, 2021	SELL	$119.27 - $121.81 $2.8 Million - $2.86 Million	-23,493 Reduced 69.54%	10,291 $1.24 Million
Q3 2020 Oct 14, 2020	BUY	$121.18 - $123.06 $3.67 Million - $3.73 Million	30,326 Added 876.98%	33,784 $4.11 Million
Q2 2020 Aug 06, 2020	SELL	$119.77 - $122.41 $28,385 - $29,011	-237 Reduced 6.41%	3,458 $420,000
Q1 2020 Apr 30, 2020	BUY	$110.73 - $121.48 $7,861 - $8,625	71 Added 1.96%	3,695 $448,000
Q4 2019 Feb 14, 2020	BUY	$110.18 - $113.81 $109,849 - $113,468	997 Added 37.95%	3,624 $399,000
Q3 2019 Nov 08, 2019	BUY	$108.93 - $114.25 $286,159 - $300,134	2,627 New	2,627 $294,000

Others Institutions Holding IEF

# of Institutions

1,176

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Avantax Advisory Services, Inc. Ishares Barclays Transaction History