Avantax Advisory Services, Inc. Ishares Tr Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 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 8,250 shares of IYE stock, worth $374,467. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,250
Previous 8,444 2.3%
Holding current value
$374,467
Previous $416,000 10.34%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$40.36 - $49.67 $7,829 - $9,635
-194 Reduced 2.3%
8,250 $373,000
Q1 2025

May 06, 2025
BUY
$45.23 - $49.95 $32,429 - $35,814
717 Added 9.28%
8,444 $416,000
Q4 2024

Feb 07, 2025
SELL
$43.93 - $51.37 $65,236 - $76,284
-1,485 Reduced 16.12%
7,727 $352,000
Q3 2024

Nov 13, 2024
SELL
$44.44 - $49.18 $7,732 - $8,557
-174 Reduced 1.85%
9,212 $426,000
Q2 2024

Aug 09, 2024
BUY
$46.21 - $51.17 $21,580 - $23,896
467 Added 5.24%
9,386 $450,000
Q1 2024

May 08, 2024
SELL
$41.9 - $49.4 $22,626 - $26,676
-540 Reduced 5.71%
8,919 $440,000
Q4 2023

Feb 07, 2024
SELL
$42.54 - $48.28 $32,372 - $36,741
-761 Reduced 7.45%
9,459 $417,000
Q3 2023

Nov 07, 2023
SELL
$41.76 - $48.97 $342,599 - $401,749
-8,204 Reduced 44.53%
10,220 $484,000
Q2 2023

Aug 11, 2023
SELL
$40.39 - $45.87 $28,757 - $32,659
-712 Reduced 3.72%
18,424 $789,000
Q1 2023

Apr 28, 2023
SELL
$40.63 - $49.07 $515,838 - $622,992
-12,696 Reduced 39.88%
19,136 $837,000
Q4 2022

Feb 13, 2023
BUY
$41.43 - $50.5 $59,990 - $73,124
1,448 Added 4.77%
31,832 $1.48 Million
Q3 2022

Nov 01, 2022
SELL
$36.07 - $45.64 $535,387 - $677,434
-14,843 Reduced 32.82%
30,384 $1.19 Million
Q2 2022

Aug 02, 2022
SELL
$37.64 - $48.83 $362,736 - $470,574
-9,637 Reduced 17.57%
45,227 $1.72 Million
Q1 2022

Apr 27, 2022
BUY
$31.0 - $42.12 $291,834 - $396,517
9,414 Added 20.71%
54,864 $2.24 Million
Q4 2021

Jan 24, 2022
BUY
$28.79 - $32.36 $198,334 - $222,928
6,889 Added 17.87%
45,450 $1.37 Million
Q3 2021

Oct 21, 2021
BUY
$24.81 - $29.6 $389,740 - $464,986
15,709 Added 68.74%
38,561 $1.09 Million
Q2 2021

Jul 29, 2021
BUY
$25.2 - $30.0 $254,872 - $303,420
10,114 Added 79.4%
22,852 $663,000
Q1 2021

May 13, 2021
BUY
$20.29 - $28.47 $258,454 - $362,650
12,738 New
12,738 $329,000

Others Institutions Holding IYE

# of Institutions
316
Shares Held
14.7M
Call Options Held
8.6K
Put Options Held
0
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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