Avantax Advisory Services, Inc. Ishares Tr North Amern Nat Res Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 23,586 shares of IGE stock, worth $1.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,586

Previous 35,881 34.27%

Holding current value

$1.01 Million

Previous $1.53 Million 30.07%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$42.6 - $46.27 $523,767 - $568,889	-12,295 Reduced 34.27%	23,586 $1.07 Million
Q4 2024 Feb 07, 2025	BUY	$41.52 - $48.01 $126,594 - $146,382	3,049 Added 9.29%	35,881 $1.53 Million
Q3 2024 Nov 13, 2024	SELL	$42.07 - $45.59 $136,264 - $147,666	-3,239 Reduced 8.98%	32,832 $1.45 Million
Q2 2024 Aug 09, 2024	SELL	$42.73 - $46.5 $133,189 - $144,940	-3,117 Reduced 7.95%	36,071 $1.59 Million
Q1 2024 May 08, 2024	SELL	$38.73 - $44.99 $511,816 - $594,542	-13,215 Reduced 25.22%	39,188 $1.76 Million
Q4 2023 Feb 07, 2024	BUY	$39.02 - $42.38 $533,247 - $579,165	13,666 Added 35.28%	52,403 $2.13 Million
Q3 2023 Nov 07, 2023	BUY	$37.81 - $43.27 $108,476 - $124,141	2,869 Added 8.0%	38,737 $1.61 Million
Q2 2023 Aug 11, 2023	BUY	$36.42 - $41.09 $69,234 - $78,112	1,901 Added 5.6%	35,868 $1.39 Million
Q1 2023 Apr 28, 2023	SELL	$36.54 - $43.51 $610,839 - $727,356	-16,717 Reduced 32.98%	33,967 $1.33 Million
Q4 2022 Feb 13, 2023	BUY	$36.55 - $43.66 $597,117 - $713,273	16,337 Added 47.56%	50,684 $2.06 Million
Q3 2022 Nov 01, 2022	SELL	$33.17 - $40.89 $27,696 - $34,143	-835 Reduced 2.37%	34,347 $1.19 Million
Q2 2022 Aug 02, 2022	BUY	$35.4 - $45.43 $84,322 - $108,214	2,382 Added 7.26%	35,182 $1.27 Million
Q1 2022 Apr 27, 2022	SELL	$31.99 - $41.5 $386,919 - $501,942	-12,095 Reduced 26.94%	32,800 $1.33 Million
Q4 2021 Jan 24, 2022	BUY	$29.85 - $32.91 $564,463 - $622,328	18,910 Added 72.77%	44,895 $1.41 Million
Q3 2021 Oct 21, 2021	BUY	$26.9 - $30.8 $219,665 - $251,512	8,166 Added 45.83%	25,985 $761,000
Q2 2021 Jul 29, 2021	BUY	$27.57 - $31.86 $101,926 - $117,786	3,697 Added 26.18%	17,819 $542,000
Q1 2021 May 13, 2021	BUY	$23.53 - $29.44 $20,706 - $25,907	880 Added 6.65%	14,122 $392,000
Q4 2020 Jan 22, 2021	SELL	$18.78 - $24.63 $850,921 - $1.12 Million	-45,310 Reduced 77.38%	13,242 $309,000
Q3 2020 Oct 14, 2020	BUY	$19.58 - $23.06 $643,809 - $758,235	32,881 Added 128.09%	58,552 $1.16 Million
Q2 2020 Aug 06, 2020	BUY	$16.04 - $24.9 $30,203 - $46,886	1,883 Added 7.92%	25,671 $554,000
Q1 2020 Apr 30, 2020	BUY	$13.93 - $30.29 $41,859 - $91,021	3,005 Added 14.46%	23,788 $395,000
Q4 2019 Feb 14, 2020	BUY	$27.72 - $30.16 $576,104 - $626,815	20,783 New	20,783 $627,000

Others Institutions Holding IGE

# of Institutions

162

Shares Held

7.78M

Call Options Held

700

Put Options Held

View Full List

About ISHARES TR NORTH AMERN NAT RES

Ticker IGE
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Avantax Advisory Services, Inc. Ishares Tr North Amern Nat Res Transaction History