Avantax Advisory Services, Inc. Ishares Barclays Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 183,338 shares of IEF stock, worth $17.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

183,338

Previous 164,474 11.47%

Holding current value

$17.1 Million

Previous $15.4 Million 16.8%

% of portfolio

0.12%

Previous 0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,069

Shares Held

310M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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 Barclays Transaction History