Avantax Planning Partners, Inc. Ishares Tr Transaction History

Avantax Planning Partners, Inc.

$3.08 Billion
Q1 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 10,957 shares of HYG stock, worth $849,167. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,957

Previous 11,598 5.53%

Holding current value

$849,167

Previous $897,000 5.13%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$76.57 - $77.9 $49,081 - $49,933	-641 Reduced 5.53%	10,957 $851,000
Q4 2023 Feb 09, 2024	BUY	$71.78 - $77.94 $41,201 - $44,737	574 Added 5.21%	11,598 $897,000
Q3 2023 Nov 03, 2023	SELL	$73.48 - $75.65 $36,446 - $37,522	-496 Reduced 4.31%	11,024 $812,000
Q2 2023 Jul 17, 2023	SELL	$73.57 - $75.42 $155,894 - $159,814	-2,119 Reduced 15.54%	11,520 $864,000
Q1 2023 Apr 20, 2023	BUY	$73.04 - $77.2 $8,399 - $8,878	115 Added 0.85%	13,639 $1.03 Million

Q4 2022 Feb 09, 2023	BUY	$71.95 - $76.11 $503,793 - $532,922	7,002 Added 107.36%	13,524 $995,000
Q3 2022 Oct 14, 2022	BUY	$72.13 - $78.94 $154,430 - $169,010	2,141 Added 48.87%	6,522 $466,000
Q2 2022 Jul 18, 2022	BUY	$73.1 - $82.57 $320,251 - $361,739	4,381 New	4,381 $322,000
Q1 2019 May 08, 2019	SELL	$80.99 - $86.47 $988,563 - $1.06 Million	-12,206 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$79.63 - $86.3 $822,020 - $890,874	10,323 Added 548.22%	12,206 $990,000
Q3 2018 Nov 13, 2018	BUY	$84.78 - $86.44 $159,640 - $162,766	1,883 New	1,883 $163,000
Q2 2018 Aug 13, 2018	SELL	$84.96 - $86.46 $196,427 - $199,895	-2,312 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$84.92 - $87.97 $61,057 - $63,250	-719 Reduced 23.72%	2,312 $198,000
Q4 2017 Feb 09, 2018	SELL	$86.68 - $88.69 $296,618 - $303,497	-3,422 Reduced 53.03%	3,031 $264,000
Q3 2017 Oct 19, 2017	BUY	$87.79 - $88.76 $566,508 - $572,768	6,453	6,453 $573,000

Others Institutions Holding HYG

# of Institutions

1,065

Shares Held

239M

Call Options Held

115M

Put Options Held

366M

View Full List

About ISHARES TR

Ticker HYG
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Avantax Planning Partners, Inc. Ishares Tr Transaction History