Avantax Advisory Services, Inc. Ishares Tr Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 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 8,841 shares of IYG stock, worth $725,669. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,841

Previous 7,299 21.13%

Holding current value

$725,669

Previous $567,000 22.4%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$74.6 - $84.81 $115,033 - $130,777	1,542 Added 21.13%	8,841 $694,000
Q4 2024 Feb 07, 2025	BUY	$70.24 - $82.34 $12,713 - $14,903	181 Added 2.54%	7,299 $567,000
Q3 2024 Nov 13, 2024	SELL	$64.2 - $71.76 $15,600 - $17,437	-243 Reduced 3.3%	7,118 $505,000
Q2 2024 Aug 09, 2024	SELL	$62.27 - $67.11 $19,241 - $20,736	-309 Reduced 4.03%	7,361 $480,000
Q1 2024 May 08, 2024	BUY	$63.91 - $191.92 $315,395 - $947,125	4,935 Added 180.44%	7,670 $508,000
Q4 2023 Feb 07, 2024	BUY	$145.02 - $179.81 $45,246 - $56,100	312 Added 12.88%	2,735 $490,000
Q2 2023 Aug 11, 2023	BUY	$144.44 - $157.99 $23,688 - $25,910	164 Added 7.26%	2,423 $382,000
Q1 2023 Apr 28, 2023	SELL	$145.23 - $176.24 $4,937 - $5,992	-34 Reduced 1.48%	2,259 $341,000
Q4 2022 Feb 13, 2023	SELL	$46.92 - $169.19 $3,425 - $12,350	-73 Reduced 3.09%	2,293 $361,000
Q3 2022 Nov 01, 2022	SELL	$47.08 - $57.16 $3,060 - $3,715	-65 Reduced 2.67%	2,366 $334,000
Q2 2022 Aug 02, 2022	SELL	$48.28 - $60.23 $2,558 - $3,192	-53 Reduced 2.13%	2,431 $360,000
Q1 2022 Apr 27, 2022	SELL	$55.98 - $67.65 $1,063 - $1,285	-19 Reduced 0.76%	2,484 $446,000
Q4 2021 Jan 24, 2022	BUY	$61.79 - $67.85 $19,463 - $21,372	315 Added 14.4%	2,503 $483,000
Q3 2021 Oct 21, 2021	BUY	$59.43 - $64.96 $950 - $1,039	16 Added 0.74%	2,188 $411,000
Q2 2021 Jul 29, 2021	SELL	$57.88 - $63.59 $5,903 - $6,486	-102 Reduced 4.49%	2,172 $400,000
Q1 2021 May 13, 2021	SELL	$48.45 - $58.92 $286,678 - $348,629	-5,917 Reduced 72.24%	2,274 $389,000
Q4 2020 Jan 22, 2021	SELL	$39.45 - $50.02 $169,003 - $214,285	-4,284 Reduced 34.34%	8,191 $1.24 Million
Q3 2020 Oct 14, 2020	BUY	$38.91 - $43.53 $362,407 - $405,438	9,314 Added 294.65%	12,475 $1.52 Million
Q4 2019 Feb 14, 2020	SELL	$43.52 - $50.81 $51,571 - $60,209	-1,185 Reduced 27.27%	3,161 $479,000
Q3 2019 Nov 08, 2019	SELL	$45.33 - $46.53 $153,034 - $157,085	-3,376 Reduced 43.72%	4,346 $593,000
Q2 2019 Aug 06, 2019	SELL	N/A	-5,885 Reduced 43.25%	7,722 $1.03 Million
Q1 2019 May 13, 2019	BUY	N/A	814 Added 6.36%	13,607 $1.7 Million
Q4 2018 Feb 13, 2019	BUY	N/A	12,793 New	12,793 $1.44 Million

Others Institutions Holding IYG

# of Institutions

290

Shares Held

14.2M

Call Options Held

49K

Put Options Held

35.5K

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About ISHARES TR

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