Avantax Advisory Services, Inc. Ishares New York Muni Bond ETF Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares New York Muni Bond ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,882 shares of NYF stock, worth $314,392. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,882

Previous 5,667 3.79%

Holding current value

$314,392

Previous $304,000 3.29%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$52.78 - $53.61 $11,347 - $11,526	215 Added 3.79%	5,882 $314,000
Q1 2024 May 08, 2024	BUY	$53.63 - $54.28 $20,486 - $20,734	382 Added 7.23%	5,667 $304,000
Q4 2023 Feb 07, 2024	SELL	$50.23 - $54.25 $1,506 - $1,627	-30 Reduced 0.56%	5,285 $285,000
Q3 2023 Nov 07, 2023	SELL	$50.97 - $53.58 $106,425 - $111,875	-2,088 Reduced 28.2%	5,315 $271,000
Q2 2023 Aug 11, 2023	BUY	$52.46 - $54.12 $9,023 - $9,308	172 Added 2.38%	7,403 $394,000
Q1 2023 Apr 28, 2023	BUY	$52.16 - $53.82 $87,368 - $90,148	1,675 Added 30.15%	7,231 $386,000
Q4 2022 Feb 13, 2023	SELL	$50.1 - $52.99 $92,434 - $97,766	-1,845 Reduced 24.93%	5,556 $291,000
Q3 2022 Nov 01, 2022	BUY	$50.53 - $53.83 $17,736 - $18,894	351 Added 4.98%	7,401 $374,000
Q2 2022 Aug 02, 2022	SELL	$51.67 - $54.44 $65,724 - $69,247	-1,272 Reduced 15.28%	7,050 $371,000
Q1 2022 Apr 27, 2022	BUY	$54.36 - $57.92 $58,654 - $62,495	1,079 Added 14.9%	8,322 $455,000
Q4 2021 Jan 24, 2022	SELL	$57.55 - $58.07 $12,315 - $12,426	-214 Reduced 2.87%	7,243 $420,000
Q3 2021 Oct 21, 2021	SELL	$57.86 - $58.78 $12,960 - $13,166	-224 Reduced 2.92%	7,457 $432,000
Q2 2021 Jul 29, 2021	BUY	$57.63 - $58.63 $15,271 - $15,536	265 Added 3.57%	7,681 $449,000
Q1 2021 May 13, 2021	BUY	$57.41 - $58.66 $2,927 - $2,991	51 Added 0.69%	7,416 $427,000
Q4 2020 Jan 22, 2021	SELL	$57.01 - $58.31 $105,696 - $108,106	-1,854 Reduced 20.11%	7,365 $430,000
Q3 2020 Oct 14, 2020	BUY	$57.45 - $58.28 $177,635 - $180,201	3,092 Added 50.47%	9,219 $529,000
Q2 2020 Aug 06, 2020	BUY	$54.74 - $57.54 $766 - $805	14 Added 0.23%	6,127 $352,000
Q1 2020 Apr 30, 2020	BUY	$50.8 - $58.49 $310,540 - $357,549	6,113 New	6,113 $346,000

Others Institutions Holding NYF

# of Institutions

157

Shares Held

7.6M

Call Options Held

Put Options Held

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About ISHARES NEW YORK MUNI BOND ETF

Ticker NYF
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Ishares New York Muni Bond ETF Transaction History