Avantax Advisory Services, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$46.63 - $47.38 $57,774 - $58,703	-1,239 Reduced 16.86%	6,110 $284,000
Q1 2023 Apr 28, 2023	SELL	$46.16 - $47.28 $12,324 - $12,623	-267 Reduced 3.51%	7,349 $346,000
Q4 2022 Feb 13, 2023	SELL	$45.61 - $46.84 $24,811 - $25,480	-544 Reduced 6.67%	7,616 $353,000
Q3 2022 Nov 01, 2022	BUY	$45.93 - $47.9 $50,706 - $52,881	1,104 Added 15.65%	8,160 $376,000
Q2 2022 Aug 02, 2022	SELL	$46.78 - $48.31 $13,612 - $14,058	-291 Reduced 3.96%	7,056 $334,000
Q1 2022 Apr 27, 2022	SELL	$48.28 - $50.36 $1,882 - $1,964	-39 Reduced 0.53%	7,347 $354,000
Q4 2021 Jan 24, 2022	BUY	$50.4 - $51.06 $28,173 - $28,542	559 Added 8.19%	7,386 $373,000
Q3 2021 Oct 21, 2021	SELL	$51.04 - $51.35 $32,971 - $33,172	-646 Reduced 8.64%	6,827 $351,000
Q2 2021 Jul 29, 2021	BUY	$51.18 - $51.42 $98,112 - $98,572	1,917 Added 34.5%	7,473 $386,000
Q1 2021 May 13, 2021	BUY	$51.2 - $51.67 $30,003 - $30,278	586 Added 11.79%	5,556 $285,000
Q4 2020 Jan 22, 2021	SELL	$51.33 - $51.65 $240,789 - $242,290	-4,691 Reduced 48.56%	4,970 $256,000
Q3 2020 Oct 14, 2020	BUY	$51.36 - $51.69 $284,328 - $286,155	5,536 Added 134.21%	9,661 $498,000
Q2 2020 Aug 06, 2020	BUY	$50.12 - $51.49 $1,253 - $1,287	25 Added 0.61%	4,125 $212,000
Q1 2020 Apr 30, 2020	SELL	$48.23 - $51.34 $4,147 - $4,415	-86 Reduced 2.05%	4,100 $207,000
Q4 2019 Feb 14, 2020	BUY	$50.24 - $50.61 $210,304 - $211,853	4,186 New	4,186 $211,000

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$487 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$231 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$149 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85 Million
0.0% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

More about ISTB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.