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 6,152,184 shares of IEFA stock, worth $432 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares

6,152,184

Previous 6,090,342 1.02%

Holding current value

$432 Million

Previous $442 Million 8.54%

% of portfolio

3.21%

Previous 3.21%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$70.09 - $78.74 $4.33 Million - $4.87 Million	61,842 Added 1.02%	6,152,184 $480 Million
Q2 2024 Aug 09, 2024	BUY	$70.77 - $76.19 $41.1 Million - $44.2 Million	580,665 Added 10.54%	6,090,342 $442 Million
Q1 2024 May 08, 2024	BUY	$68.14 - $74.43 $120 Million - $131 Million	1,753,843 Added 46.7%	5,509,677 $409 Million
Q4 2023 Feb 07, 2024	BUY	$61.3 - $70.47 $11.5 Million - $13.3 Million	188,076 Added 5.27%	3,755,834 $264 Million
Q3 2023 Nov 07, 2023	BUY	$64.04 - $69.58 $4.82 Million - $5.23 Million	75,231 Added 2.15%	3,567,758 $230 Million
Q2 2023 Aug 11, 2023	BUY	$66.03 - $69.1 $4.16 Million - $4.35 Million	62,967 Added 1.84%	3,492,527 $236 Million
Q1 2023 Apr 28, 2023	BUY	$62.17 - $67.7 $4.48 Million - $4.88 Million	72,075 Added 2.15%	3,429,560 $229 Million
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $4.07 Million - $4.94 Million	77,687 Added 2.37%	3,357,485 $207 Million
Q3 2022 Nov 01, 2022	BUY	$52.32 - $63.1 $9.23 Million - $11.1 Million	176,456 Added 5.69%	3,279,798 $173 Million
Q2 2022 Aug 02, 2022	BUY	$57.91 - $70.46 $7.98 Million - $9.71 Million	137,804 Added 4.65%	3,103,342 $183 Million
Q1 2022 Apr 27, 2022	BUY	$63.26 - $75.48 $18.4 Million - $22 Million	291,255 Added 10.89%	2,965,538 $206 Million
Q4 2021 Jan 24, 2022	BUY	$72.36 - $77.76 $13.2 Million - $14.2 Million	182,695 Added 7.33%	2,674,283 $200 Million
Q3 2021 Oct 21, 2021	BUY	$72.98 - $78.2 $19.3 Million - $20.6 Million	263,975 Added 11.85%	2,491,588 $185 Million
Q2 2021 Jul 29, 2021	BUY	$73.11 - $77.88 $37.2 Million - $39.7 Million	509,246 Added 29.64%	2,227,613 $167 Million
Q1 2021 May 13, 2021	BUY	$68.58 - $73.12 $6.96 Million - $7.42 Million	101,488 Added 6.28%	1,718,367 $124 Million
Q4 2020 Jan 22, 2021	SELL	$58.13 - $69.71 $20.7 Million - $24.8 Million	-355,567 Reduced 18.03%	1,616,879 $112 Million
Q3 2020 Oct 14, 2020	BUY	$57.43 - $62.28 $24 Million - $26.1 Million	418,406 Added 26.92%	1,972,446 $119 Million
Q2 2020 Aug 06, 2020	BUY	$47.43 - $60.75 $2.81 Million - $3.6 Million	59,187 Added 3.96%	1,554,040 $88.8 Million
Q1 2020 Apr 30, 2020	BUY	$43.31 - $66.12 $35,644 - $54,416	823 Added 0.06%	1,494,853 $74.6 Million
Q4 2019 Feb 14, 2020	BUY	$59.36 - $65.51 $86.3 Million - $95.3 Million	1,454,011 Added 3633.3%	1,494,030 $97.5 Million
Q3 2019 Nov 08, 2019	BUY	$57.44 - $62.42 $639,881 - $695,358	11,140 Added 38.57%	40,019 $2.44 Million
Q2 2019 Aug 06, 2019	BUY	$59.39 - $62.73 $55,351 - $58,464	932 Added 3.33%	28,879 $1.77 Million
Q1 2019 May 13, 2019	BUY	$54.44 - $61.46 $827,488 - $934,192	15,200 Added 119.24%	27,947 $1.7 Million
Q4 2018 Feb 13, 2019	BUY	$53.06 - $64.19 $676,355 - $818,229	12,747 New	12,747 $700,000

Others Institutions Holding IEFA

# of Institutions

2,004

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Avantax Advisory Services, Inc. Ishares Tr Transaction History