Avantax Planning Partners, Inc. Ishares Tr Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,082 shares of DVY stock, worth $291,917. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,082
Previous 2,082 -0.0%
Holding current value
$291,917
Previous $276,000 6.88%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$129.55 - $143.41 $36,014 - $39,867
-278 Reduced 11.78%
2,082 $273,000
Q3 2024

Nov 13, 2024
SELL
$119.99 - $135.74 $468,200 - $529,657
-3,902 Reduced 62.31%
2,360 $318,000
Q2 2024

Aug 09, 2024
SELL
$115.73 - $125.75 $3,356 - $3,646
-29 Reduced 0.46%
6,262 $757,000
Q1 2024

May 02, 2024
SELL
$113.31 - $123.18 $52,122 - $56,662
-460 Reduced 6.81%
6,291 $774,000
Q4 2023

Feb 09, 2024
SELL
$102.97 - $119.06 $75,271 - $87,032
-731 Reduced 9.77%
6,751 $791,000
Q3 2023

Nov 03, 2023
BUY
$107.44 - $118.16 $14,611 - $16,069
136 Added 1.85%
7,482 $805,000
Q2 2023

Jul 17, 2023
SELL
$108.5 - $119.27 $1,410 - $1,550
-13 Reduced 0.18%
7,346 $832,000
Q1 2023

Apr 20, 2023
BUY
$110.68 - $126.38 $1,438 - $1,642
13 Added 0.18%
7,359 $862,000
Q4 2022

Feb 09, 2023
BUY
$107.39 - $125.5 $22,551 - $26,355
210 Added 2.94%
7,346 $885,000
Q3 2022

Oct 14, 2022
BUY
$107.22 - $127.71 $2,466 - $2,937
23 Added 0.32%
7,136 $765,000
Q2 2022

Jul 18, 2022
SELL
$113.21 - $132.14 $5,094 - $5,946
-45 Reduced 0.63%
7,113 $837,000
Q1 2022

May 09, 2022
SELL
$119.99 - $129.75 $30,597 - $33,086
-255 Reduced 3.44%
7,158 $917,000
Q4 2021

Jan 28, 2022
BUY
$114.37 - $122.59 $24,475 - $26,234
214 Added 2.97%
7,413 $909,000
Q3 2021

Oct 27, 2021
SELL
$112.53 - $119.9 $13,953 - $14,867
-124 Reduced 1.69%
7,199 $826,000
Q2 2021

Aug 10, 2021
SELL
$114.14 - $123.06 $78,414 - $84,542
-687 Reduced 8.58%
7,323 $854,000
Q1 2021

May 06, 2021
SELL
$94.76 - $115.39 $139,486 - $169,854
-1,472 Reduced 15.52%
8,010 $914,000
Q4 2020

Feb 04, 2021
BUY
$81.33 - $97.54 $38,713 - $46,429
476 Added 5.29%
9,482 $912,000
Q3 2020

Oct 28, 2020
SELL
$77.43 - $86.72 $108,479 - $121,494
-1,401 Reduced 13.46%
9,006 $734,000
Q2 2020

Jul 15, 2020
BUY
$69.37 - $91.69 $41,622 - $55,014
600 Added 6.12%
10,407 $840,000
Q4 2019

Jan 15, 2020
SELL
$98.25 - $105.76 $87,147 - $93,809
-887 Reduced 8.29%
9,807 $1.04 Million
Q3 2019

Nov 08, 2019
SELL
$100.87 - $103.22 $6,253 - $6,399
-62 Reduced 0.58%
10,694 $1.09 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-900 Reduced 7.72%
10,756 $1.08 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-1,101 Reduced 8.63%
11,656 $1.04 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-390 Reduced 2.97%
12,757 $1.27 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-1,522 Reduced 10.38%
13,147 $1.29 Million
Q1 2018

May 15, 2018
BUY
N/A
1,318 Added 9.87%
14,669 $1.4 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-3,061 Reduced 18.65%
13,351 $1.32 Million
Q3 2017

Oct 19, 2017
BUY
N/A
16,412
16,412 $1.54 Million

Others Institutions Holding DVY

# of Institutions
1,492
Shares Held
68.9M
Call Options Held
1.06M
Put Options Held
105K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, 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 Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email