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 14,613 shares of IYH stock, worth $874,880. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,613

Previous 15,615 6.42%

Holding current value

$874,880

Previous $950,000 13.16%

% of portfolio

0.0%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$53.97 - $60.17 $54,077 - $60,290	-1,002 Reduced 6.42%	14,613 $825,000
Q1 2025 May 06, 2025	BUY	$58.32 - $62.76 $71,500 - $76,943	1,226 Added 8.52%	15,615 $950,000
Q4 2024 Feb 07, 2025	SELL	$57.53 - $65.24 $168,045 - $190,566	-2,921 Reduced 16.87%	14,389 $838,000
Q3 2024 Nov 13, 2024	SELL	$60.29 - $66.38 $625,930 - $689,157	-10,382 Reduced 37.49%	17,310 $1.13 Million
Q2 2024 Aug 09, 2024	SELL	$58.05 - $61.75 $465,561 - $495,235	-8,020 Reduced 22.46%	27,692 $1.7 Million
Q1 2024 May 08, 2024	BUY	$60.83 - $309.78 $1.74 Million - $8.87 Million	28,625 Added 403.91%	35,712 $2.21 Million
Q4 2023 Feb 07, 2024	SELL	$257.23 - $286.28 $165,141 - $183,791	-642 Reduced 8.31%	7,087 $2.03 Million
Q3 2023 Nov 07, 2023	SELL	$270.07 - $286.44 $97,225 - $103,118	-360 Reduced 4.45%	7,729 $2.09 Million
Q2 2023 Aug 11, 2023	BUY	$267.13 - $285.74 $102,310 - $109,438	383 Added 4.97%	8,089 $2.27 Million
Q1 2023 Apr 28, 2023	SELL	$260.66 - $283.72 $869,301 - $946,206	-3,335 Reduced 30.21%	7,706 $2.1 Million
Q4 2022 Feb 13, 2023	BUY	$50.9 - $291.18 $244,829 - $1.4 Million	4,810 Added 77.19%	11,041 $3.13 Million
Q3 2022 Nov 01, 2022	BUY	$50.54 - $281.89 $19,205 - $107,118	380 Added 6.49%	6,231 $1.58 Million
Q2 2022 Aug 02, 2022	SELL	$249.77 - $300.0 $202,063 - $242,700	-809 Reduced 12.15%	5,851 $1.57 Million
Q1 2022 Apr 27, 2022	SELL	$266.13 - $297.6 $27,145 - $30,355	-102 Reduced 1.51%	6,660 $1.92 Million
Q4 2021 Jan 24, 2022	BUY	$271.82 - $301.88 $27,182 - $30,188	100 Added 1.5%	6,762 $2.03 Million
Q3 2021 Oct 21, 2021	BUY	$275.57 - $296.34 $145,500 - $156,467	528 Added 8.61%	6,662 $1.84 Million
Q2 2021 Jul 29, 2021	SELL	$251.53 - $273.61 $2,012 - $2,188	-8 Reduced 0.13%	6,134 $1.68 Million
Q1 2021 May 13, 2021	BUY	$239.92 - $258.36 $61,659 - $66,398	257 Added 4.37%	6,142 $1.56 Million
Q4 2020 Jan 22, 2021	SELL	$219.61 - $245.91 $1.56 Million - $1.75 Million	-7,103 Reduced 54.69%	5,885 $1.44 Million
Q3 2020 Oct 14, 2020	BUY	$217.29 - $234.25 $1.77 Million - $1.91 Million	8,143 Added 168.07%	12,988 $2.95 Million
Q2 2020 Aug 06, 2020	BUY	$180.66 - $222.47 $86,716 - $106,785	480 Added 11.0%	4,845 $1.05 Million
Q1 2020 Apr 30, 2020	BUY	$158.63 - $221.56 $40,926 - $57,162	258 Added 6.28%	4,365 $822,000
Q4 2019 Feb 14, 2020	BUY	$184.36 - $217.02 $279,674 - $329,219	1,517 Added 58.57%	4,107 $885,000
Q3 2019 Nov 08, 2019	BUY	$187.31 - $198.79 $22,851 - $24,252	122 Added 4.94%	2,590 $491,000
Q2 2019 Aug 06, 2019	BUY	$180.7 - $197.36 $46,982 - $51,313	260 Added 11.78%	2,468 $482,000
Q1 2019 May 13, 2019	BUY	$174.36 - $196.3 $73,928 - $83,231	424 Added 23.77%	2,208 $428,000
Q4 2018 Feb 13, 2019	BUY	$170.02 - $204.02 $303,315 - $363,971	1,784 New	1,784 $325,000

Others Institutions Holding IYH

# of Institutions

546

Shares Held

24.6M

Call Options Held

4.9K

Put Options Held

200

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Avantax Advisory Services, Inc. Ishares Tr Transaction History