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 5,972 shares of IEO stock, worth $607,770. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,972

Previous 6,219 3.97%

Holding current value

$607,770

Previous $618,000 11.65%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$88.52 - $101.16 $21,864 - $24,986	-247 Reduced 3.97%	5,972 $546,000
Q2 2024 Aug 09, 2024	SELL	$96.41 - $111.94 $50,711 - $58,880	-526 Reduced 7.8%	6,219 $618,000
Q1 2024 May 08, 2024	SELL	$87.76 - $106.97 $1,755 - $2,139	-20 Reduced 0.3%	6,745 $721,000
Q4 2023 Feb 07, 2024	BUY	$89.35 - $102.39 $118,746 - $136,076	1,329 Added 24.45%	6,765 $630,000
Q3 2023 Nov 07, 2023	BUY	$82.81 - $101.54 $9,523 - $11,677	115 Added 2.16%	5,436 $530,000
Q2 2023 Aug 11, 2023	BUY	$78.88 - $90.31 $25,083 - $28,718	318 Added 6.36%	5,321 $451,000
Q1 2023 Apr 28, 2023	BUY	$79.25 - $98.78 $17,038 - $21,237	215 Added 4.49%	5,003 $429,000
Q4 2022 Feb 13, 2023	BUY	$88.39 - $105.94 $106,509 - $127,657	1,205 Added 33.63%	4,788 $444,000
Q3 2022 Nov 01, 2022	BUY	$72.71 - $96.38 $40,572 - $53,780	558 Added 18.45%	3,583 $298,000
Q2 2022 Aug 02, 2022	BUY	$76.86 - $105.4 $232,501 - $318,835	3,025 New	3,025 $236,000
Q4 2020 Jan 22, 2021	SELL	$24.48 - $38.57 $699,026 - $1.1 Million	-28,555 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$26.44 - $34.76 $754,994 - $992,571	28,555 New	28,555 $754,000

Others Institutions Holding IEO

# of Institutions

179

Shares Held

2.65M

Call Options Held

21.8K

Put Options Held

21.6K

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About ISHARES TR

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