Avantax Advisory Services, Inc. Ishares Tr Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 8,919 shares of IYE stock, worth $423,028. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,919

Previous 9,459 5.71%

Holding current value

$423,028

Previous $417,000 5.52%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$44.46 - $50.5 $64,378 - $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

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

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About ISHARES TR

Ticker IYE
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Avantax Advisory Services, Inc. Ishares Tr Transaction History