Avantax Planning Partners, Inc. Ishares U.S. Fixed Income Bala Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$85.32 - $86.69 $42,830 - $43,518	-502 Reduced 5.18%	9,192 $790,000
Q4 2023 Feb 09, 2024	SELL	$81.11 - $86.62 $4,704 - $5,023	-58 Reduced 0.59%	9,694 $836,000
Q3 2023 Nov 03, 2023	SELL	$82.34 - $84.66 $4,281 - $4,402	-52 Reduced 0.53%	9,752 $805,000
Q2 2023 Jul 17, 2023	BUY	$83.55 - $85.37 $23,561 - $24,074	282 Added 2.96%	9,804 $824,000
Q1 2023 Apr 20, 2023	BUY	$82.46 - $86.27 $9,977 - $10,438	121 Added 1.29%	9,522 $810,000
Q4 2022 Feb 09, 2023	BUY	$80.41 - $84.93 $9,166 - $9,682	114 Added 1.23%	9,401 $784,000
Q3 2022 Oct 14, 2022	BUY	$81.4 - $88.85 $2,686 - $2,932	33 Added 0.36%	9,287 $761,000
Q2 2022 Jul 18, 2022	BUY	$83.7 - $92.32 $2,929 - $3,231	35 Added 0.38%	9,254 $795,000
Q1 2022 May 09, 2022	BUY	$91.46 - $99.22 $27,437 - $29,766	300 Added 3.36%	9,219 $854,000
Q4 2021 Jan 28, 2022	BUY	$98.89 - $100.51 $9,097 - $9,246	92 Added 1.04%	8,919 $889,000
Q3 2021 Oct 27, 2021	BUY	$100.27 - $101.41 $64,974 - $65,713	648 Added 7.92%	8,827 $885,000
Q2 2021 Aug 10, 2021	BUY	$99.76 - $100.64 $104,847 - $105,772	1,051 Added 14.74%	8,179 $823,000
Q1 2021 May 06, 2021	BUY	$99.48 - $102.61 $23,278 - $24,010	234 Added 3.39%	7,128 $712,000
Q4 2020 Feb 04, 2021	BUY	$101.21 - $102.6 $57,790 - $58,584	571 Added 9.03%	6,894 $707,000
Q3 2020 Oct 28, 2020	BUY	$101.09 - $102.67 $74,503 - $75,667	737 Added 13.19%	6,323 $642,000
Q2 2020 Jul 15, 2020	BUY	$96.79 - $101.79 $23,616 - $24,836	244 Added 4.57%	5,586 $567,000
Q1 2020 Apr 27, 2020	SELL	$90.89 - $102.94 $4,271 - $4,838	-47 Reduced 0.87%	5,342 $522,000
Q4 2019 Jan 15, 2020	BUY	$101.07 - $102.0 $23,852 - $24,072	236 Added 4.58%	5,389 $549,000
Q3 2019 Nov 08, 2019	BUY	$100.58 - $101.63 $19,713 - $19,919	196 Added 3.95%	5,153 $522,000
Q2 2019 Aug 07, 2019	BUY	$98.89 - $101.22 $68,728 - $70,347	695 Added 16.31%	4,957 $500,000
Q1 2019 May 08, 2019	SELL	$95.6 - $99.44 $9,177 - $9,546	-96 Reduced 2.2%	4,262 $424,000
Q4 2018 Feb 14, 2019	BUY	$94.77 - $97.0 $388,557 - $397,700	4,100 Added 1589.15%	4,358 $417,000
Q3 2018 Nov 13, 2018	BUY	$96.63 - $97.79 $24,930 - $25,229	258 New	258 $25,000
Q2 2018 Aug 13, 2018	SELL	$96.65 - $97.95 $21,166 - $21,451	-219 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$97.52 - $100.13 $21,356 - $21,928	219 New	219 $21,000

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