Avantax Advisory Services, Inc. Ishares 0 5 Year Investment Gr Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 165,933 shares of SLQD stock, worth $8.28 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

165,933

Previous 187,284 11.4%

Holding current value

$8.28 Million

Previous $9.22 Million 9.27%

% of portfolio

0.06%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$49.07 - $50.44 $1.05 Million - $1.08 Million	-21,351 Reduced 11.4%	165,933 $8.37 Million
Q2 2024 Aug 09, 2024	BUY	$48.75 - $49.28 $4.4 Million - $4.44 Million	90,155 Added 92.82%	187,284 $9.22 Million
Q1 2024 May 08, 2024	SELL	$48.97 - $49.36 $754,431 - $760,440	-15,406 Reduced 13.69%	97,129 $4.78 Million
Q4 2023 Feb 07, 2024	BUY	$47.66 - $49.2 $509,342 - $525,800	10,687 Added 10.49%	112,535 $5.54 Million
Q3 2023 Nov 07, 2023	BUY	$47.89 - $48.35 $706,329 - $713,114	14,749 Added 16.93%	101,848 $4.89 Million
Q2 2023 Aug 11, 2023	SELL	$48.08 - $48.64 $1.63 Million - $1.65 Million	-33,903 Reduced 28.02%	87,099 $4.2 Million
Q1 2023 Apr 28, 2023	BUY	$47.6 - $48.55 $3.04 Million - $3.1 Million	63,851 Added 111.72%	121,002 $5.87 Million
Q4 2022 Feb 13, 2023	BUY	$46.96 - $48.14 $178,964 - $183,461	3,811 Added 7.14%	57,151 $2.74 Million
Q3 2022 Nov 01, 2022	BUY	$47.28 - $49.07 $2.3 Million - $2.39 Million	48,691 Added 1047.34%	53,340 $2.53 Million
Q2 2022 Aug 02, 2022	BUY	$47.87 - $49.29 $28,913 - $29,771	604 Added 14.93%	4,649 $225,000
Q1 2022 Apr 27, 2022	BUY	$49.19 - $51.02 $198,973 - $206,375	4,045 New	4,045 $200,000
Q1 2021 May 13, 2021	SELL	$51.61 - $52.18 $204,943 - $207,206	-3,971 Closed	0 $0
Q4 2020 Jan 22, 2021	SELL	$51.98 - $52.22 $217,016 - $218,018	-4,175 Reduced 51.25%	3,971 $207,000
Q3 2020 Oct 14, 2020	BUY	$52.04 - $52.29 $423,917 - $425,954	8,146 New	8,146 $425,000

Others Institutions Holding SLQD

# of Institutions

245

Shares Held

25.3M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

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Avantax Advisory Services, Inc. Ishares 0 5 Year Investment Gr Transaction History