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

386

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$490 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$232 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$150 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

$85.4 Million
0.0% of portfolio

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