Avantax Advisory Services, Inc. Ishares Tr Global Utils ETF Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Global Utils ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 26,995 shares of JXI stock, worth $1.99 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

26,995

Previous 27,649 2.37%

Holding current value

$1.99 Million

Previous $1.77 Million 5.19%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$62.9 - $69.09 $41,136 - $45,184	-654 Reduced 2.37%	26,995 $1.87 Million
Q4 2024 Feb 07, 2025	SELL	$63.23 - $71.27 $13,278 - $14,966	-210 Reduced 0.75%	27,649 $1.77 Million
Q2 2024 Aug 09, 2024	SELL	$56.33 - $64.81 $7,153 - $8,230	-127 Reduced 0.45%	27,859 $1.67 Million
Q1 2024 May 08, 2024	SELL	$54.34 - $59.61 $26,354 - $28,910	-485 Reduced 1.7%	27,986 $1.65 Million
Q4 2023 Feb 07, 2024	SELL	$51.66 - $60.75 $44,634 - $52,488	-864 Reduced 2.95%	28,471 $1.66 Million
Q3 2023 Nov 07, 2023	BUY	$53.83 - $61.72 $1,291 - $1,481	24 Added 0.08%	29,335 $1.58 Million
Q2 2023 Aug 11, 2023	SELL	$58.87 - $62.93 $15,188 - $16,235	-258 Reduced 0.87%	29,311 $1.75 Million
Q1 2023 Apr 28, 2023	SELL	$56.48 - $61.83 $17,565 - $19,229	-311 Reduced 1.04%	29,569 $1.79 Million
Q4 2022 Feb 13, 2023	BUY	$51.65 - $62.09 $20,556 - $24,711	398 Added 1.35%	29,880 $1.8 Million
Q3 2022 Nov 01, 2022	BUY	$54.76 - $65.82 $53,445 - $64,240	976 Added 3.42%	29,482 $1.61 Million
Q2 2022 Aug 02, 2022	BUY	$56.85 - $67.49 $43,149 - $51,224	759 Added 2.74%	28,506 $1.71 Million
Q1 2022 Apr 27, 2022	BUY	$59.84 - $65.84 $87,067 - $95,797	1,455 Added 5.53%	27,747 $1.83 Million
Q4 2021 Jan 24, 2022	BUY	$59.05 - $64.7 $77,296 - $84,692	1,309 Added 5.24%	26,292 $1.7 Million
Q3 2021 Oct 21, 2021	BUY	$58.86 - $64.62 $109,715 - $120,451	1,864 Added 8.06%	24,983 $1.48 Million
Q2 2021 Jul 29, 2021	BUY	$59.44 - $63.33 $174,456 - $185,873	2,935 Added 14.54%	23,119 $1.38 Million
Q1 2021 May 13, 2021	BUY	$55.73 - $61.1 $504,412 - $553,016	9,051 Added 81.3%	20,184 $1.21 Million
Q4 2020 Jan 22, 2021	SELL	$56.75 - $62.05 $1.23 Million - $1.34 Million	-21,592 Reduced 65.98%	11,133 $667,000
Q3 2020 Oct 14, 2020	BUY	$53.69 - $57.79 $1.76 Million - $1.89 Million	32,725 New	32,725 $1.83 Million

Others Institutions Holding JXI

# of Institutions

Shares Held

663K

Call Options Held

Put Options Held

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About ISHARES TR GLOBAL UTILS ETF

Ticker JXI
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Avantax Advisory Services, Inc. Ishares Tr Global Utils ETF Transaction History