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 3,372 shares of IYJ stock, worth $480,442. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,372
Previous 3,181 6.0%
Holding current value
$480,442
Previous $414,000 15.7%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$115.07 - $142.31 $21,978 - $27,181
191 Added 6.0%
3,372 $479,000
Q1 2025

May 06, 2025
BUY
$127.48 - $142.0 $69,476 - $77,390
545 Added 20.68%
3,181 $414,000
Q4 2024

Feb 07, 2025
BUY
$132.97 - $143.93 $103,716 - $112,265
780 Added 42.03%
2,636 $351,000
Q3 2024

Nov 13, 2024
BUY
$118.32 - $133.67 $219,601 - $248,091
1,856 New
1,856 $248,000
Q1 2024

May 08, 2024
SELL
$111.23 - $125.71 $43,602 - $49,278
-392 Reduced 19.72%
1,596 $200,000
Q4 2023

Feb 07, 2024
SELL
$95.31 - $114.66 $698,812 - $840,687
-7,332 Reduced 78.67%
1,988 $227,000
Q3 2023

Nov 07, 2023
BUY
$100.31 - $109.74 $13,040 - $14,266
130 Added 1.41%
9,320 $940,000
Q2 2023

Aug 11, 2023
SELL
$96.6 - $106.04 $158,713 - $174,223
-1,643 Reduced 15.17%
9,190 $974,000
Q1 2023

Apr 28, 2023
SELL
$95.26 - $104.26 $27,434 - $30,026
-288 Reduced 2.59%
10,833 $1.09 Million
Q4 2022

Feb 13, 2023
BUY
$84.86 - $101.21 $182,958 - $218,208
2,156 Added 24.05%
11,121 $1.07 Million
Q3 2022

Nov 01, 2022
BUY
$83.78 - $102.55 $751,087 - $919,360
8,965 New
8,965 $751,000
Q2 2022

Aug 02, 2022
SELL
$86.15 - $105.81 $268,443 - $329,703
-3,116 Closed
0 $0
Q1 2022

Apr 27, 2022
SELL
$97.52 - $114.07 $27,208 - $31,825
-279 Reduced 8.22%
3,116 $328,000
Q4 2021

Jan 24, 2022
SELL
$104.49 - $114.29 $25,182 - $27,543
-241 Reduced 6.63%
3,395 $383,000
Q3 2021

Oct 21, 2021
BUY
$107.16 - $114.98 $70,832 - $76,001
661 Added 22.22%
3,636 $389,000
Q2 2021

Jul 29, 2021
BUY
$106.5 - $112.79 $316,837 - $335,550
2,975 New
2,975 $332,000
Q4 2020

Jan 22, 2021
SELL
$81.66 - $97.19 $120,775 - $143,744
-1,479 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$74.42 - $87.03 $110,067 - $128,717
1,479 New
1,479 $249,000

Others Institutions Holding IYJ

# of Institutions
350
Shares Held
8.08M
Call Options Held
9.2K
Put Options Held
2.8K
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
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