A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,572 shares of IYF stock, worth $504,977. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,572
Previous 4,581 0.2%
Holding current value
$504,977
Previous $433,000 9.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$93.83 - $105.05 $844 - $945
-9 Reduced 0.2%
4,572 $475,000
Q2 2024

Aug 09, 2024

SELL
$89.39 - $96.85 $1,251 - $1,355
-14 Reduced 0.3%
4,581 $433,000
Q1 2024

May 08, 2024

BUY
$83.91 - $95.65 $70,064 - $79,867
835 Added 22.21%
4,595 $439,000
Q4 2023

Feb 07, 2024

BUY
$70.7 - $85.68 $26,724 - $32,387
378 Added 11.18%
3,760 $321,000
Q3 2023

Nov 07, 2023

SELL
$73.99 - $79.98 $47,501 - $51,347
-642 Reduced 15.95%
3,382 $252,000
Q2 2023

Aug 11, 2023

BUY
$68.91 - $74.74 $21,293 - $23,094
309 Added 8.32%
4,024 $300,000
Q1 2023

Apr 28, 2023

SELL
$68.23 - $82.05 $62,021 - $74,583
-909 Reduced 19.66%
3,715 $264,000
Q4 2022

Feb 13, 2023

SELL
$67.64 - $80.38 $20,021 - $23,792
-296 Reduced 6.02%
4,624 $348,000
Q3 2022

Nov 01, 2022

BUY
$67.55 - $79.83 $14,455 - $17,083
214 Added 4.55%
4,920 $332,000
Q2 2022

Aug 02, 2022

SELL
$67.96 - $84.37 $107,920 - $133,979
-1,588 Reduced 25.23%
4,706 $329,000
Q1 2022

Apr 27, 2022

BUY
$78.62 - $91.32 $21,620 - $25,112
275 Added 4.57%
6,294 $534,000
Q4 2021

Jan 24, 2022

SELL
$83.02 - $90.24 $169,277 - $183,999
-2,039 Reduced 25.3%
6,019 $522,000
Q3 2021

Oct 21, 2021

BUY
$79.17 - $85.45 $75,607 - $81,604
955 Added 13.45%
8,058 $666,000
Q2 2021

Jul 29, 2021

BUY
$75.91 - $83.61 $56,704 - $62,456
747 Added 11.75%
7,103 $577,000
Q1 2021

May 13, 2021

SELL
$65.2 - $76.35 $91,997 - $107,729
-1,411 Reduced 18.17%
6,356 $476,000
Q4 2020

Jan 22, 2021

SELL
$55.06 - $66.77 $202,455 - $245,513
-3,677 Reduced 32.13%
7,767 $520,000
Q3 2020

Oct 14, 2020

BUY
$54.05 - $60.26 $384,457 - $428,629
7,113 Added 164.23%
11,444 $1.3 Million
Q2 2020

Aug 06, 2020

SELL
$45.62 - $62.0 $10,766 - $14,632
-236 Reduced 5.17%
4,331 $477,000
Q1 2020

Apr 30, 2020

BUY
$41.18 - $71.71 $188,069 - $327,499
4,567 New
4,567 $445,000
Q3 2019

Nov 08, 2019

SELL
$64.16 - $65.19 $222,956 - $226,535
-3,475 Closed
0 $0
Q2 2019

Aug 06, 2019

SELL
N/A
-338 Reduced 8.86%
3,475 $436,000
Q1 2019

May 13, 2019

SELL
N/A
-131 Reduced 3.32%
3,813 $450,000
Q4 2018

Feb 13, 2019

BUY
N/A
3,944 New
3,944 $420,000

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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