Avantax Advisory Services, Inc. Ishares Tr Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 2,688 shares of ITB stock, worth $239,366. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,688

Holding current value

$239,366

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$93.86 - $111.45 $252,295 - $299,577	2,688 New	2,688 $255,000
Q3 2024 Nov 13, 2024	SELL	$97.52 - $128.64 $47,394 - $62,519	-486 Reduced 21.89%	1,734 $220,000
Q2 2024 Aug 09, 2024	SELL	$100.52 - $113.96 $72,575 - $82,279	-722 Reduced 24.54%	2,220 $224,000
Q1 2024 May 08, 2024	BUY	$97.53 - $115.77 $286,933 - $340,595	2,942 New	2,942 $340,000
Q3 2021 Oct 21, 2021	SELL	$66.08 - $74.05 $270,201 - $302,790	-4,089 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$66.57 - $77.09 $11,050 - $12,796	166 Added 4.23%	4,089 $284,000
Q1 2021 May 13, 2021	BUY	$54.6 - $68.53 $214,195 - $268,843	3,923 New	3,923 $270,000
Q4 2020 Jan 22, 2021	SELL	$51.98 - $59.98 $205,321 - $236,921	-3,950 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$43.11 - $56.77 $170,284 - $224,241	3,950 New	3,950 $224,000

Others Institutions Holding ITB

# of Institutions

393

Shares Held

22.2M

Call Options Held

3.36M

Put Options Held

4.21M

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About ISHARES TR

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Avantax Advisory Services, Inc. Ishares Tr Transaction History