Avantax Advisory Services, Inc. Ishares Core Total Usd Bond Ma Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 1,119,689 shares of IUSB stock, worth $51 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

1,119,689

Previous 914,058 22.5%

Holding current value

$51 Million

Previous $41.3 Million 27.64%

% of portfolio

0.35%

Previous 0.3%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$44.83 - $47.42 $9.22 Million - $9.75 Million	205,631 Added 22.5%	1,119,689 $52.8 Million
Q2 2024 Aug 09, 2024	BUY	$44.3 - $45.58 $3.62 Million - $3.72 Million	81,610 Added 9.8%	914,058 $41.3 Million
Q1 2024 May 08, 2024	BUY	$45.02 - $46.27 $10.6 Million - $10.8 Million	234,399 Added 39.19%	832,448 $38 Million
Q4 2023 Feb 07, 2024	SELL	$42.6 - $46.25 $109,695 - $119,093	-2,575 Reduced 0.43%	598,049 $27.6 Million
Q3 2023 Nov 07, 2023	BUY	$43.62 - $45.64 $1.19 Million - $1.24 Million	27,169 Added 4.74%	600,624 $26.3 Million
Q2 2023 Aug 11, 2023	BUY	$45.12 - $46.45 $3.21 Million - $3.31 Million	71,200 Added 14.18%	573,455 $26.1 Million
Q1 2023 Apr 28, 2023	BUY	$44.68 - $46.69 $6.71 Million - $7.02 Million	150,247 Added 42.68%	502,255 $23.2 Million
Q4 2022 Feb 13, 2023	BUY	$43.31 - $46.11 $4.64 Million - $4.94 Million	107,150 Added 43.76%	352,008 $15.8 Million
Q3 2022 Nov 01, 2022	BUY	$44.1 - $48.01 $1.77 Million - $1.93 Million	40,136 Added 19.61%	244,858 $10.9 Million
Q2 2022 Aug 02, 2022	BUY	$45.73 - $49.5 $1.78 Million - $1.92 Million	38,823 Added 23.4%	204,722 $9.59 Million
Q1 2022 Apr 27, 2022	BUY	$49.13 - $52.58 $2.9 Million - $3.11 Million	59,068 Added 55.29%	165,899 $8.24 Million
Q4 2021 Jan 24, 2022	BUY	$52.59 - $53.43 $1.1 Million - $1.12 Million	20,889 Added 24.31%	106,831 $5.66 Million
Q3 2021 Oct 21, 2021	BUY	$53.21 - $53.97 $1.51 Million - $1.53 Million	28,313 Added 49.13%	85,942 $4.58 Million
Q2 2021 Jul 29, 2021	BUY	$52.74 - $53.49 $1.65 Million - $1.67 Million	31,252 Added 118.48%	57,629 $3.08 Million
Q1 2021 May 13, 2021	BUY	$52.55 - $54.49 $1.11 Million - $1.15 Million	21,078 Added 397.77%	26,377 $1.39 Million
Q4 2020 Jan 22, 2021	SELL	$53.99 - $54.65 $331,282 - $335,332	-6,136 Reduced 53.66%	5,299 $290,000
Q3 2020 Oct 14, 2020	BUY	$54.22 - $55.13 $338,332 - $344,011	6,240 Added 120.12%	11,435 $623,000
Q2 2020 Aug 06, 2020	SELL	$52.24 - $54.33 $10,082 - $10,485	-193 Reduced 3.58%	5,195 $282,000
Q1 2020 Apr 30, 2020	BUY	$48.96 - $54.34 $263,796 - $292,783	5,388 New	5,388 $283,000

Others Institutions Holding IUSB

# of Institutions

705

Shares Held

699M

Call Options Held

Put Options Held

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Avantax Advisory Services, Inc. Ishares Core Total Usd Bond Ma Transaction History