A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Global Healthcare ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 2,449 shares of IXJ stock, worth $221,512. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,449
Previous 2,743 10.72%
Holding current value
$221,512
Previous $254,000 5.51%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$91.63 - $101.25 $26,939 - $29,767
-294 Reduced 10.72%
2,449 $240,000
Q2 2024

Aug 09, 2024

BUY
$87.41 - $94.12 $31,030 - $33,412
355 Added 14.87%
2,743 $254,000
Q1 2024

May 08, 2024

BUY
$87.55 - $93.2 $209,069 - $222,561
2,388 New
2,388 $222,000
Q3 2023

Nov 07, 2023

BUY
$82.27 - $86.96 $62,360 - $65,915
758 Added 14.23%
6,083 $501,000
Q2 2023

Aug 11, 2023

BUY
$82.57 - $87.62 $61,019 - $64,751
739 Added 16.11%
5,325 $452,000
Q1 2023

Apr 28, 2023

BUY
$79.07 - $85.5 $9,409 - $10,174
119 Added 2.66%
4,586 $382,000
Q4 2022

Feb 13, 2023

BUY
$75.71 - $87.41 $338,196 - $390,460
4,467 New
4,467 $379,000
Q4 2020

Jan 22, 2021

SELL
$68.25 - $76.45 $444,171 - $497,536
-6,508 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$69.15 - $73.99 $450,028 - $481,526
6,508 New
6,508 $466,000

Others Institutions Holding IXJ

About ISHARES GLOBAL HEALTHCARE ETF


  • Ticker IXJ
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IXJ
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.