Avantax Planning Partners, Inc. Ishares Msci Emerging Markets Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 74,401 shares of EEM stock, worth $3.63 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

74,401

Previous 74,866 0.62%

Holding current value

$3.63 Million

Previous $3.13 Million 3.87%

% of portfolio

0.12%

Previous 0.11%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$40.81 - $45.34 $18,976 - $21,083	-465 Reduced 0.62%	74,401 $3.25 Million
Q4 2024 Feb 07, 2025	SELL	$41.82 - $47.36 $63,817 - $72,271	-1,526 Reduced 2.0%	74,866 $3.13 Million
Q3 2024 Nov 13, 2024	SELL	$40.42 - $46.7 $177,686 - $205,293	-4,396 Reduced 5.44%	76,392 $3.5 Million
Q2 2024 Aug 09, 2024	SELL	$39.71 - $43.79 $316,607 - $349,137	-7,973 Reduced 8.98%	80,788 $3.44 Million
Q1 2024 May 02, 2024	SELL	$37.68 - $41.36 $561,017 - $615,809	-14,889 Reduced 14.36%	88,761 $3.65 Million
Q4 2023 Feb 09, 2024	BUY	$36.53 - $40.3 $401,428 - $442,856	10,989 Added 11.86%	103,650 $4.17 Million
Q3 2023 Nov 03, 2023	SELL	$37.76 - $41.95 $77,747 - $86,375	-2,059 Reduced 2.17%	92,661 $3.52 Million
Q2 2023 Jul 17, 2023	SELL	$38.19 - $41.02 $644,418 - $692,171	-16,874 Reduced 15.12%	94,720 $3.75 Million
Q1 2023 Apr 20, 2023	SELL	$37.27 - $42.5 $13,119 - $14,960	-352 Reduced 0.31%	111,594 $4.4 Million
Q4 2022 Feb 09, 2023	SELL	$33.93 - $39.54 $385,851 - $449,648	-11,372 Reduced 9.22%	111,946 $4.24 Million
Q3 2022 Oct 14, 2022	SELL	$34.88 - $41.05 $770,743 - $907,081	-22,097 Reduced 15.2%	123,318 $4.3 Million
Q2 2022 Jul 18, 2022	BUY	$39.4 - $46.71 $713,140 - $845,451	18,100 Added 14.22%	145,415 $5.83 Million
Q1 2022 May 09, 2022	SELL	$41.54 - $50.85 $1.7 Million - $2.09 Million	-41,012 Reduced 24.36%	127,315 $5.75 Million
Q4 2021 Jan 28, 2022	BUY	$47.44 - $52.5 $1.58 Million - $1.75 Million	33,314 Added 24.67%	168,327 $8.22 Million
Q3 2021 Oct 27, 2021	SELL	$49.5 - $54.84 $38,659 - $42,830	-781 Reduced 0.58%	135,013 $6.8 Million
Q2 2021 Aug 10, 2021	SELL	$52.01 - $56.09 $4.52 Million - $4.87 Million	-86,853 Reduced 39.01%	135,794 $7.49 Million
Q1 2021 May 06, 2021	SELL	$51.68 - $57.96 $6.83 Million - $7.66 Million	-132,143 Reduced 37.25%	222,647 $11.9 Million
Q4 2020 Feb 04, 2021	SELL	$43.99 - $51.7 $686,068 - $806,313	-15,596 Reduced 4.21%	354,790 $18.3 Million
Q3 2020 Oct 28, 2020	BUY	$40.44 - $45.55 $375,323 - $422,749	9,281 Added 2.57%	370,386 $16.3 Million
Q2 2020 Jul 15, 2020	BUY	$32.67 - $41.19 $2.95 Million - $3.72 Million	90,357 Added 33.37%	361,105 $14.4 Million
Q1 2020 Apr 27, 2020	BUY	$30.61 - $46.3 $436,651 - $660,469	14,265 Added 5.56%	270,748 $9.24 Million
Q4 2019 Jan 15, 2020	BUY	$40.27 - $45.07 $171,469 - $191,908	4,258 Added 1.69%	256,483 $11.5 Million
Q3 2019 Nov 08, 2019	BUY	$38.74 - $43.42 $709,794 - $795,541	18,322 Added 7.83%	252,225 $10.3 Million
Q2 2019 Aug 07, 2019	BUY	$39.91 - $44.59 $981,586 - $1.1 Million	24,595 Added 11.75%	233,903 $9.98 Million
Q1 2019 May 08, 2019	SELL	$38.45 - $43.71 $11 Million - $12.5 Million	-285,229 Reduced 57.68%	209,308 $8.98 Million
Q4 2018 Feb 14, 2019	BUY	$38.0 - $42.93 $15.4 Million - $17.4 Million	405,184 Added 453.46%	494,537 $19.3 Million
Q3 2018 Nov 13, 2018	BUY	$41.14 - $45.03 $536,589 - $587,326	13,043 Added 17.09%	89,353 $3.84 Million
Q2 2018 Aug 13, 2018	BUY	$42.33 - $48.14 $472,191 - $537,001	11,155 Added 17.12%	76,310 $3.31 Million
Q1 2018 May 15, 2018	BUY	$45.69 - $52.08 $2.54 Million - $2.9 Million	55,681 Added 587.72%	65,155 $3.15 Million
Q4 2017 Feb 09, 2018	SELL	$44.82 - $47.81 $761 - $812	-17 Reduced 0.18%	9,474 $446,000
Q3 2017 Oct 19, 2017	BUY	$44.3 - $45.85 $420,451 - $435,162	9,491	9,491 $425,000

Others Institutions Holding EEM

# of Institutions

1,608

Shares Held

305M

Call Options Held

228M

Put Options Held

230M

View Full List

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

More about EEM

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Avantax Planning Partners, Inc. Ishares Msci Emerging Markets Transaction History