A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 25,688 shares of QLTA stock, worth $1.22 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
25,688
Previous 22,777 12.78%
Holding current value
$1.22 Million
Previous $1.07 Million 18.28%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$46.5 - $49.42 $135,361 - $143,861
2,911 Added 12.78%
25,688 $1.26 Million
Q2 2024

Aug 09, 2024

BUY
$45.93 - $47.36 $71,788 - $74,023
1,563 Added 7.37%
22,777 $1.07 Million
Q1 2024

May 08, 2024

BUY
$46.83 - $48.13 $30,860 - $31,717
659 Added 3.21%
21,214 $1.01 Million
Q4 2023

Feb 07, 2024

BUY
$43.8 - $48.35 $900,308 - $993,834
20,555 New
20,555 $989,000
Q3 2021

Oct 21, 2021

SELL
$56.33 - $57.57 $204,477 - $208,979
-3,630 Closed
0 $0
Q2 2021

Jul 29, 2021

SELL
$55.4 - $56.85 $478,766 - $491,297
-8,642 Reduced 70.42%
3,630 $205,000
Q1 2021

May 13, 2021

SELL
$54.88 - $58.31 $1.39 Million - $1.48 Million
-25,302 Reduced 67.34%
12,272 $678,000
Q4 2020

Jan 22, 2021

BUY
$57.33 - $58.77 $169,066 - $173,312
2,949 Added 8.52%
37,574 $2.2 Million
Q3 2020

Oct 14, 2020

BUY
$57.71 - $59.45 $752,365 - $775,049
13,037 Added 60.39%
34,625 $2 Million
Q2 2020

Aug 06, 2020

BUY
$54.07 - $57.84 $135,175 - $144,600
2,500 Added 13.1%
21,588 $1.25 Million
Q1 2020

Apr 30, 2020

BUY
$48.67 - $57.42 $929,012 - $1.1 Million
19,088 New
19,088 $1.05 Million

Others Institutions Holding QLTA

About ISHARES TRUST AAA-A RATED CORP


  • Ticker QLTA
  • Sector ETFs
  • Industry ETFs
More about QLTA
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.