Avantax Advisory Services, Inc. Ishares Tr Ishares Core Msci P Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,998 shares of IPAC stock, worth $286,216. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,998

Previous 5,411 26.11%

Holding current value

$286,216

Previous $336,000 18.45%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$55.73 - $68.72 $78,746 - $97,101	-1,413 Reduced 26.11%	3,998 $274,000
Q1 2025 May 06, 2025	SELL	$59.63 - $64.37 $1,908 - $2,059	-32 Reduced 0.59%	5,411 $336,000
Q4 2024 Feb 07, 2025	SELL	$60.27 - $66.27 $14,886 - $16,368	-247 Reduced 4.34%	5,443 $332,000
Q3 2024 Nov 13, 2024	SELL	$57.83 - $67.29 $38,341 - $44,613	-663 Reduced 10.44%	5,690 $378,000
Q2 2024 Aug 09, 2024	BUY	$59.59 - $63.02 $23,895 - $25,271	401 Added 6.74%	6,353 $388,000
Q1 2024 May 08, 2024	BUY	$58.42 - $63.62 $40,076 - $43,643	686 Added 13.03%	5,952 $376,000
Q4 2023 Feb 07, 2024	SELL	$53.05 - $59.52 $20,318 - $22,796	-383 Reduced 6.78%	5,266 $313,000
Q3 2023 Nov 07, 2023	BUY	$55.09 - $59.37 $22,311 - $24,044	405 Added 7.72%	5,649 $314,000
Q2 2023 Aug 11, 2023	BUY	$55.74 - $59.1 $38,460 - $40,779	690 Added 15.15%	5,244 $301,000
Q1 2023 Apr 28, 2023	SELL	$53.22 - $58.36 $124,375 - $136,387	-2,337 Reduced 33.91%	4,554 $257,000
Q4 2022 Feb 13, 2023	SELL	$47.39 - $55.32 $114,162 - $133,265	-2,409 Reduced 25.9%	6,891 $369,000
Q3 2022 Nov 01, 2022	SELL	$47.94 - $55.96 $394,929 - $460,998	-8,238 Reduced 46.97%	9,300 $446,000
Q2 2022 Aug 02, 2022	SELL	$50.97 - $62.0 $107,699 - $131,006	-2,113 Reduced 10.75%	17,538 $912,000
Q1 2022 Apr 27, 2022	SELL	$57.09 - $64.7 $192,050 - $217,650	-3,364 Reduced 14.62%	19,651 $1.2 Million
Q4 2021 Jan 24, 2022	BUY	$63.0 - $67.99 $247,968 - $267,608	3,936 Added 20.63%	23,015 $1.47 Million
Q3 2021 Oct 21, 2021	BUY	$64.89 - $70.4 $187,532 - $203,456	2,890 Added 17.85%	19,079 $1.28 Million
Q2 2021 Jul 29, 2021	BUY	$65.17 - $68.78 $83,222 - $87,832	1,277 Added 8.56%	16,189 $1.08 Million
Q1 2021 May 13, 2021	SELL	$63.97 - $68.72 $40,493 - $43,499	-633 Reduced 4.07%	14,912 $992,000
Q4 2020 Jan 22, 2021	BUY	$55.67 - $64.44 $147,525 - $170,766	2,650 Added 20.55%	15,545 $1 Million
Q3 2020 Oct 14, 2020	BUY	$52.58 - $57.1 $13,670 - $14,846	260 Added 2.06%	12,895 $729,000
Q2 2020 Aug 06, 2020	BUY	$43.94 - $55.78 $68,019 - $86,347	1,548 Added 13.96%	12,635 $665,000
Q1 2020 Apr 30, 2020	BUY	$41.43 - $59.45 $312,920 - $449,025	7,553 Added 213.72%	11,087 $514,000
Q4 2019 Feb 14, 2020	BUY	$55.17 - $59.7 $194,970 - $210,979	3,534 New	3,534 $207,000

Others Institutions Holding IPAC

# of Institutions

160

Shares Held

18.6M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES CORE MSCI P

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Avantax Advisory Services, Inc. Ishares Tr Ishares Core Msci P Transaction History