Avantax Advisory Services, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 148,561 shares of SGOV stock, worth $14.9 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

148,561

Previous 122,792 20.99%

Holding current value

$14.9 Million

Previous $12.3 Million 21.52%

% of portfolio

0.13%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$100.29 - $100.71 $2.58 Million - $2.6 Million	25,769 Added 20.99%	148,561 $15 Million
Q4 2023 Feb 07, 2024	BUY	$100.05 - $100.73 $4.49 Million - $4.52 Million	44,880 Added 57.6%	122,792 $12.3 Million
Q3 2023 Nov 07, 2023	BUY	$100.2 - $100.67 $3.61 Million - $3.62 Million	36,000 Added 85.89%	77,912 $7.84 Million
Q2 2023 Aug 11, 2023	SELL	$100.18 - $100.63 $2.22 Million - $2.23 Million	-22,178 Reduced 34.6%	41,912 $4.22 Million
Q1 2023 Apr 28, 2023	BUY	$100.08 - $100.58 $1.06 Million - $1.07 Million	10,626 Added 19.88%	64,090 $6.45 Million

Q4 2022 Feb 13, 2023	BUY	$99.97 - $100.37 $650,404 - $653,007	6,506 Added 13.85%	53,464 $5.35 Million
Q3 2022 Nov 01, 2022	BUY	$100.03 - $100.22 $2.69 Million - $2.7 Million	26,940 Added 134.58%	46,958 $4.71 Million
Q2 2022 Aug 02, 2022	BUY	$100.02 - $100.12 $2,300 - $2,302	23 Added 0.12%	20,018 $2 Million
Q1 2022 Apr 27, 2022	BUY	$100.01 - $100.05 $2 Million - $2 Million	19,995 New	19,995 $2 Million

Others Institutions Holding SGOV

# of Institutions

601

Shares Held

79.5M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Avantax Advisory Services, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History