Avantax Advisory Services, Inc. Ishares Tr Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$117.72 - $154.02 $13,184 - $17,250	-112 Reduced 4.59%	2,328 $274,000
Q1 2022 Apr 27, 2022	BUY	$128.72 - $151.73 $901 - $1,062	7 Added 0.29%	2,440 $366,000
Q4 2021 Jan 24, 2022	SELL	$125.86 - $141.73 $629 - $708	-5 Reduced 0.21%	2,433 $341,000
Q3 2021 Oct 21, 2021	BUY	$122.85 - $135.99 $8,968 - $9,927	73 Added 3.09%	2,438 $303,000
Q2 2021 Jul 29, 2021	BUY	$126.01 - $141.25 $756 - $847	6 Added 0.25%	2,365 $308,000
Q1 2021 May 13, 2021	BUY	$111.16 - $126.89 $666 - $761	6 Added 0.25%	2,359 $297,000
Q4 2020 Jan 22, 2021	SELL	$95.24 - $113.41 $107,811 - $128,380	-1,132 Reduced 32.48%	2,353 $266,000
Q3 2020 Oct 14, 2020	BUY	$89.06 - $104.94 $93,513 - $110,187	1,050 Added 43.12%	3,485 $344,000
Q2 2020 Aug 06, 2020	BUY	$65.8 - $95.31 $160,223 - $232,079	2,435 New	2,435 $218,000
Q1 2020 Apr 30, 2020	SELL	$59.63 - $96.97 $144,244 - $234,570	-2,419 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$87.15 - $97.94 $210,815 - $236,916	2,419 New	2,419 $237,000

Others Institutions Holding IYM

# of Institutions

213

Shares Held

2.51M

Call Options Held

3.9K

Put Options Held

100

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

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