Avantax Advisory Services, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 73,424 shares of IGSB stock, worth $3.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

73,424

Previous 71,267 3.03%

Holding current value

$3.8 Million

Previous $3.65 Million 5.89%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$51.02 - $52.74 $110,050 - $113,760	2,157 Added 3.03%	73,424 $3.87 Million
Q2 2024 Aug 09, 2024	SELL	$50.64 - $51.3 $552,026 - $559,221	-10,901 Reduced 13.27%	71,267 $3.65 Million
Q1 2024 May 08, 2024	BUY	$50.95 - $51.48 $1.67 Million - $1.68 Million	32,719 Added 66.17%	82,168 $4.21 Million
Q4 2023 Feb 07, 2024	SELL	$49.4 - $51.28 $159,710 - $165,788	-3,233 Reduced 6.14%	49,449 $2.54 Million
Q3 2023 Nov 07, 2023	SELL	$49.74 - $50.37 $95,699 - $96,911	-1,924 Reduced 3.52%	52,682 $2.63 Million
Q2 2023 Aug 11, 2023	SELL	$50.02 - $50.76 $2.21 Million - $2.24 Million	-44,148 Reduced 44.71%	54,606 $2.74 Million
Q1 2023 Apr 28, 2023	BUY	$49.56 - $50.75 $478,154 - $489,636	9,648 Added 10.83%	98,754 $4.99 Million
Q4 2022 Feb 13, 2023	BUY	$48.63 - $50.19 $1.31 Million - $1.36 Million	27,033 Added 43.55%	89,106 $4.44 Million
Q3 2022 Nov 01, 2022	BUY	$49.08 - $51.27 $596,861 - $623,494	12,161 Added 24.36%	62,073 $3.06 Million
Q2 2022 Aug 02, 2022	SELL	$49.84 - $51.62 $41,765 - $43,257	-838 Reduced 1.65%	49,912 $2.52 Million
Q1 2022 Apr 27, 2022	BUY	$51.49 - $53.86 $1.25 Million - $1.31 Million	24,284 Added 91.76%	50,750 $2.63 Million
Q4 2021 Jan 24, 2022	SELL	$53.82 - $54.66 $919,407 - $933,756	-17,083 Reduced 39.23%	26,466 $1.43 Million
Q3 2021 Oct 21, 2021	SELL	$54.6 - $54.92 $282,664 - $284,320	-5,177 Reduced 10.62%	43,549 $2.38 Million
Q2 2021 Jul 29, 2021	BUY	$54.57 - $54.92 $737,568 - $742,298	13,516 Added 38.39%	48,726 $2.68 Million
Q1 2021 May 13, 2021	BUY	$54.5 - $55.17 $654,654 - $662,702	12,012 Added 51.78%	35,210 $1.93 Million
Q4 2020 Jan 22, 2021	SELL	$54.79 - $55.17 $2.13 Million - $2.15 Million	-38,953 Reduced 62.67%	23,198 $1.28 Million
Q3 2020 Oct 14, 2020	BUY	$54.69 - $55.09 $2.65 Million - $2.67 Million	48,512 Added 355.69%	62,151 $3.41 Million
Q2 2020 Aug 06, 2020	SELL	$51.96 - $54.73 $59,078 - $62,228	-1,137 Reduced 7.69%	13,639 $747,000
Q1 2020 Apr 30, 2020	SELL	$47.21 - $54.5 $691,862 - $798,697	-14,655 Reduced 49.79%	14,776 $773,000
Q4 2019 Feb 14, 2020	BUY	$53.49 - $53.82 $1.57 Million - $1.58 Million	29,431 New	29,431 $1.58 Million

Others Institutions Holding IGSB

# of Institutions

974

Shares Held

315M

Call Options Held

Put Options Held

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Avantax Advisory Services, Inc. Ishares Trust Ishares 1 5 Year Transaction History