Avantax Advisory Services, Inc. Ishares Iboxx $ Investment Gra Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 90,274 shares of LQD stock, worth $9.64 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

90,274

Previous 151,528 40.42%

Holding current value

$9.64 Million

Previous $16.8 Million 41.36%

% of portfolio

0.09%

Previous 0.17%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$106.98 - $110.63 $6.55 Million - $6.78 Million	-61,254 Reduced 40.42%	90,274 $9.83 Million
Q4 2023 Feb 07, 2024	BUY	$98.28 - $111.36 $1.9 Million - $2.15 Million	19,334 Added 14.63%	151,528 $16.8 Million
Q3 2023 Nov 07, 2023	SELL	$102.02 - $108.51 $91,511 - $97,333	-897 Reduced 0.67%	132,194 $13.5 Million
Q2 2023 Aug 11, 2023	SELL	$106.02 - $110.43 $1.82 Million - $1.89 Million	-17,140 Reduced 11.41%	133,091 $14.4 Million
Q1 2023 Apr 28, 2023	SELL	$104.89 - $111.81 $1.3 Million - $1.39 Million	-12,399 Reduced 7.62%	150,231 $16.5 Million

Q4 2022 Feb 13, 2023	SELL	$100.78 - $110.03 $1.73 Million - $1.89 Million	-17,147 Reduced 9.54%	162,630 $17.1 Million
Q3 2022 Nov 01, 2022	BUY	$104.81 - $114.61 $3.91 Million - $4.27 Million	37,288 Added 26.17%	179,777 $18.4 Million
Q2 2022 Aug 02, 2022	SELL	$107.41 - $121.51 $5.7 Million - $6.45 Million	-53,042 Reduced 27.13%	142,489 $15.7 Million
Q1 2022 Apr 27, 2022	SELL	$118.44 - $131.22 $53.7 Million - $59.5 Million	-453,469 Reduced 69.87%	195,531 $23.6 Million
Q4 2021 Jan 24, 2022	BUY	$130.98 - $134.88 $463,931 - $477,744	3,542 Added 0.55%	649,000 $86 Million
Q3 2021 Oct 21, 2021	SELL	$133.03 - $136.33 $2.61 Million - $2.68 Million	-19,623 Reduced 2.95%	645,458 $86 Million
Q2 2021 Jul 29, 2021	BUY	$129.85 - $134.36 $594,453 - $615,100	4,578 Added 0.69%	665,081 $89.3 Million
Q1 2021 May 13, 2021	BUY	$128.44 - $137.43 $1.98 Million - $2.11 Million	15,388 Added 2.39%	660,503 $86.1 Million
Q4 2020 Jan 22, 2021	SELL	$133.73 - $138.48 $23.3 Million - $24.1 Million	-174,110 Reduced 21.25%	645,115 $89 Million
Q3 2020 Oct 14, 2020	BUY	$134.22 - $139.15 $27.4 Million - $28.4 Million	204,131 Added 33.19%	819,225 $110 Million
Q2 2020 Aug 06, 2020	SELL	$121.1 - $134.5 $8.57 Million - $9.52 Million	-70,808 Reduced 10.32%	615,094 $82.7 Million
Q1 2020 Apr 30, 2020	SELL	$105.05 - $134.27 $484,280 - $618,984	-4,610 Reduced 0.67%	685,902 $84.6 Million
Q4 2019 Feb 14, 2020	BUY	$125.71 - $128.49 $9.47 Million - $9.68 Million	75,313 Added 12.24%	690,512 $88.5 Million
Q3 2019 Nov 08, 2019	BUY	$122.95 - $129.1 $5.67 Million - $5.95 Million	46,104 Added 8.1%	615,199 $78.6 Million
Q2 2019 Aug 06, 2019	BUY	$118.17 - $124.37 $4.86 Million - $5.12 Million	41,161 Added 7.8%	569,095 $70.8 Million
Q1 2019 May 13, 2019	BUY	$113.15 - $119.15 $59.2 Million - $62.3 Million	523,057 Added 10724.97%	527,934 $62.9 Million
Q4 2018 Feb 13, 2019	BUY	$111.35 - $114.52 $543,053 - $558,514	4,877 New	4,877 $550,000

Others Institutions Holding LQD

# of Institutions

1,173

Shares Held

274M

Call Options Held

38.8M

Put Options Held

37.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Avantax Advisory Services, Inc. Ishares Iboxx $ Investment Gra Transaction History