Avantax Advisory Services, Inc. Ishares U S ETF Tr Int Rate He Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,333 shares of LQDH stock, worth $490,529. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,333

Previous 5,138 3.8%

Holding current value

$490,529

Previous $476,000 3.36%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$92.03 - $93.95 $17,945 - $18,320	195 Added 3.8%	5,333 $492,000
Q4 2024 Feb 07, 2025	BUY	$92.58 - $93.71 $17,867 - $18,086	193 Added 3.9%	5,138 $476,000
Q3 2024 Nov 13, 2024	BUY	$90.85 - $93.3 $39,247 - $40,305	432 Added 9.57%	4,945 $460,000
Q2 2024 Aug 09, 2024	SELL	$92.93 - $94.21 $46,650 - $47,293	-502 Reduced 10.01%	4,513 $419,000
Q1 2024 May 08, 2024	BUY	$92.45 - $94.34 $135,624 - $138,396	1,467 Added 41.35%	5,015 $471,000
Q4 2023 Feb 07, 2024	BUY	$91.42 - $94.16 $6,490 - $6,685	71 Added 2.04%	3,548 $330,000
Q3 2023 Nov 07, 2023	BUY	$92.06 - $93.72 $320,092 - $325,864	3,477 New	3,477 $321,000

Others Institutions Holding LQDH

# of Institutions

109

Shares Held

4.51M

Call Options Held

Put Options Held

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About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Ishares U S ETF Tr Int Rate He Transaction History