Avantax Advisory Services, Inc. Ishares Short Term National Mu Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 15,143 shares of SUB stock, worth $1.61 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,143

Previous 18,258 17.06%

Holding current value

$1.61 Million

Previous $1.93 Million 16.94%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$105.3 - $106.24 $328,009 - $330,937	-3,115 Reduced 17.06%	15,143 $1.6 Million
Q4 2024 Feb 07, 2025	BUY	$104.94 - $106.2 $460,476 - $466,005	4,388 Added 31.64%	18,258 $1.93 Million
Q3 2024 Nov 13, 2024	SELL	$104.3 - $106.3 $48,603 - $49,535	-466 Reduced 3.25%	13,870 $1.47 Million
Q2 2024 Aug 09, 2024	BUY	$104.04 - $104.8 $472,757 - $476,211	4,544 Added 46.41%	14,336 $1.5 Million
Q1 2024 May 08, 2024	SELL	$104.73 - $105.42 $424,575 - $427,372	-4,054 Reduced 29.28%	9,792 $1.03 Million
Q4 2023 Feb 07, 2024	SELL	$102.62 - $105.46 $1.19 Million - $1.23 Million	-11,634 Reduced 45.66%	13,846 $1.46 Million
Q3 2023 Nov 07, 2023	BUY	$102.82 - $104.26 $459,091 - $465,520	4,465 Added 21.25%	25,480 $2.62 Million
Q2 2023 Aug 11, 2023	SELL	$103.24 - $105.0 $2.24 Million - $2.28 Million	-21,710 Reduced 50.81%	21,015 $2.19 Million
Q1 2023 Apr 28, 2023	BUY	$103.3 - $105.14 $1.06 Million - $1.07 Million	10,213 Added 31.41%	42,725 $4.47 Million
Q4 2022 Feb 13, 2023	BUY	$102.5 - $104.49 $1.94 Million - $1.97 Million	18,898 Added 138.81%	32,512 $3.39 Million
Q3 2022 Nov 01, 2022	BUY	$102.59 - $105.4 $816,513 - $838,878	7,959 Added 140.74%	13,614 $1.4 Million
Q2 2022 Aug 02, 2022	BUY	$103.31 - $104.87 $218,397 - $221,695	2,114 Added 59.7%	5,655 $592,000
Q1 2022 Apr 27, 2022	SELL	$104.46 - $107.34 $909,846 - $934,931	-8,710 Reduced 71.1%	3,541 $371,000
Q4 2021 Jan 24, 2022	BUY	$107.24 - $107.56 $757,650 - $759,911	7,065 Added 136.23%	12,251 $1.32 Million
Q3 2021 Oct 21, 2021	BUY	$107.57 - $108.06 $105,203 - $105,682	978 Added 23.24%	5,186 $558,000
Q2 2021 Jul 29, 2021	BUY	$107.66 - $108.01 $224,578 - $225,308	2,086 Added 98.3%	4,208 $454,000
Q1 2021 May 13, 2021	BUY	$107.56 - $108.22 $228,242 - $229,642	2,122 New	2,122 $230,000
Q4 2020 Jan 22, 2021	SELL	$107.6 - $108.11 $472,148 - $474,386	-4,388 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$107.69 - $108.53 $472,543 - $476,229	4,388 New	4,388 $475,000

Others Institutions Holding SUB

# of Institutions

943

Shares Held

73.5M

Call Options Held

Put Options Held

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Avantax Advisory Services, Inc. Ishares Short Term National Mu Transaction History