Avantax Advisory Services, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 79,711 shares of USIG stock, worth $4.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

79,711

Previous 76,357 4.39%

Holding current value

$4.1 Million

Previous $3.84 Million 6.04%

% of portfolio

0.03%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$49.67 - $51.43 $166,593 - $172,496	3,354 Added 4.39%	79,711 $4.07 Million
Q4 2024 Feb 07, 2025	SELL	$50.14 - $52.56 $103,438 - $108,431	-2,063 Reduced 2.63%	76,357 $3.84 Million
Q3 2024 Nov 13, 2024	BUY	$49.82 - $52.8 $317,801 - $336,811	6,379 Added 8.85%	78,420 $4.12 Million
Q2 2024 Aug 09, 2024	BUY	$49.21 - $50.7 $3.29 Million - $3.39 Million	66,813 Added 1277.98%	72,041 $3.62 Million
Q1 2024 May 08, 2024	BUY	$50.05 - $51.32 $46,846 - $48,035	936 Added 21.81%	5,228 $265,000
Q4 2023 Feb 07, 2024	SELL	$46.72 - $51.48 $99,607 - $109,755	-2,132 Reduced 33.19%	4,292 $220,000
Q3 2023 Nov 07, 2023	BUY	$48.03 - $50.28 $308,544 - $322,998	6,424 New	6,424 $308,000
Q2 2020 Aug 06, 2020	SELL	$55.07 - $60.42 $196,710 - $215,820	-3,572 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$49.31 - $60.79 $176,135 - $217,141	3,572 New	3,572 $200,000

Others Institutions Holding USIG

# of Institutions

463

Shares Held

186M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Avantax Advisory Services, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History