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 6,085 shares of IYF stock, worth $741,335. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,085

Previous 6,236 2.42%

Holding current value

$741,335

Previous $703,000 4.69%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$99.23 - $120.99 $14,983 - $18,269	-151 Reduced 2.42%	6,085 $736,000
Q1 2025 May 06, 2025	BUY	$107.69 - $119.37 $41,891 - $46,434	389 Added 6.65%	6,236 $703,000
Q4 2024 Feb 07, 2025	BUY	$102.7 - $119.05 $130,942 - $151,788	1,275 Added 27.89%	5,847 $646,000
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

# of Institutions

506

Shares Held

19.7M

Call Options Held

27.5K

Put Options Held

48.6K

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About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Ishares Tr Transaction History