Avantax Planning Partners, Inc. Ishares Tr Fltg Rate Nt ETF Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,919 shares of FLOT stock, worth $503,885. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,919
Previous 13,030 23.88%
Holding current value
$503,885
Previous $665,000 23.91%
% of portfolio
0.02%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$50.63 - $51.11 $157,509 - $159,003
-3,111 Reduced 23.88%
9,919 $506,000
Q2 2024

Aug 09, 2024
SELL
$50.82 - $51.15 $20,378 - $20,511
-401 Reduced 2.99%
13,030 $665,000
Q1 2024

May 02, 2024
SELL
$50.64 - $51.08 $18,534 - $18,695
-366 Reduced 2.65%
13,431 $685,000
Q4 2023

Feb 09, 2024
SELL
$50.48 - $50.89 $35,891 - $36,182
-711 Reduced 4.9%
13,797 $698,000
Q3 2023

Nov 03, 2023
SELL
$50.56 - $50.89 $1.04 Million - $1.04 Million
-20,494 Reduced 58.55%
14,508 $738,000
Q2 2023

Jul 17, 2023
SELL
$50.19 - $50.83 $19,323 - $19,569
-385 Reduced 1.09%
35,002 $1.78 Million
Q1 2023

Apr 20, 2023
SELL
$49.51 - $50.8 $520,350 - $533,908
-10,510 Reduced 22.9%
35,387 $1.78 Million
Q4 2022

Feb 09, 2023
BUY
$50.02 - $50.42 $579,731 - $584,367
11,590 Added 33.78%
45,897 $2.31 Million
Q3 2022

Oct 14, 2022
BUY
$49.85 - $50.45 $706,773 - $715,280
14,178 Added 70.44%
34,307 $1.73 Million
Q2 2022

Jul 18, 2022
BUY
$49.77 - $50.57 $370,487 - $376,443
7,444 Added 58.68%
20,129 $1.01 Million
Q1 2022

May 09, 2022
BUY
$50.35 - $50.74 $121,393 - $122,334
2,411 Added 23.47%
12,685 $641,000
Q4 2021

Jan 28, 2022
SELL
$50.63 - $50.81 $176,344 - $176,971
-3,483 Reduced 25.32%
10,274 $521,000
Q3 2021

Oct 27, 2021
SELL
$50.76 - $50.84 $101 - $101
-2 Reduced 0.01%
13,757 $699,000
Q1 2021

May 06, 2021
SELL
$50.74 - $50.85 $71,797 - $71,952
-1,415 Reduced 9.33%
13,759 $699,000
Q4 2020

Feb 04, 2021
SELL
$50.66 - $50.76 $112,769 - $112,991
-2,226 Reduced 12.79%
15,174 $770,000
Q3 2020

Oct 28, 2020
SELL
$50.5 - $50.73 $555 - $558
-11 Reduced 0.06%
17,400 $883,000
Q2 2020

Jul 15, 2020
BUY
$48.74 - $50.59 $498,610 - $517,535
10,230 Added 142.46%
17,411 $881,000
Q1 2020

Apr 27, 2020
BUY
$44.1 - $51.09 $29,855 - $34,587
677 Added 10.41%
7,181 $350,000
Q4 2019

Jan 15, 2020
SELL
$50.87 - $51.02 $25,791 - $25,867
-507 Reduced 7.23%
6,504 $331,000
Q3 2019

Nov 08, 2019
BUY
$50.84 - $50.97 $101 - $101
2 Added 0.03%
7,011 $357,000
Q2 2019

Aug 07, 2019
SELL
N/A
-15,325 Reduced 68.62%
7,009 $356,000
Q1 2019

May 08, 2019
SELL
N/A
-31,310 Reduced 58.37%
22,334 $1.14 Million
Q4 2018

Feb 14, 2019
BUY
N/A
50,100 Added 1413.66%
53,644 $2.7 Million
Q3 2018

Nov 13, 2018
BUY
N/A
3,544 New
3,544 $181,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,688 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
1,688 New
1,688 $86,000
Q4 2017

Feb 09, 2018
SELL
N/A
-13,834 Closed
0 $0
Q3 2017

Oct 19, 2017
BUY
N/A
13,834
13,834 $705,000

Others Institutions Holding FLOT

# of Institutions
642
Shares Held
97.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR FLTG RATE NT ETF

FLOT Quotes by TradingView
  • Ticker FLOT
  • Sector ETFs
  • Industry ETFs
More about FLOT
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