Avantax Planning Partners, Inc. Ishares Tr Transaction History

Avantax Planning Partners, Inc.

  • $3.1 Billion
  • Q2 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 102,605 shares of IDV stock, worth $2.93 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
102,605
Previous 215,291 52.34%
Holding current value
$2.93 Million
Previous $6.04 Million 52.97%
% of portfolio
0.09%
Previous 0.2%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$26.94 - $30.1 $3.04 Million - $3.39 Million
-112,686 Reduced 52.34%
102,605 $2.84 Million
Q1 2024

May 02, 2024
SELL
$26.95 - $28.13 $26,518 - $27,679
-984 Reduced 0.45%
215,291 $6.04 Million
Q4 2023

Feb 09, 2024
SELL
$24.46 - $28.13 $568,743 - $654,078
-23,252 Reduced 9.71%
216,275 $6.05 Million
Q3 2023

Nov 03, 2023
BUY
$25.3 - $27.59 $113,824 - $124,127
4,499 Added 1.91%
239,527 $6.08 Million
Q2 2023

Jul 17, 2023
BUY
$25.86 - $28.52 $44,711 - $49,311
1,729 Added 0.74%
235,028 $6.19 Million
Q1 2023

Apr 20, 2023
SELL
$26.54 - $29.5 $12,420 - $13,806
-468 Reduced 0.2%
233,299 $6.41 Million
Q4 2022

Feb 09, 2023
BUY
$22.26 - $27.56 $1.35 Million - $1.67 Million
60,448 Added 34.88%
233,767 $6.35 Million
Q3 2022

Oct 14, 2022
SELL
$22.53 - $28.47 $55,288 - $69,865
-2,454 Reduced 1.4%
173,319 $3.91 Million
Q2 2022

Jul 18, 2022
BUY
$26.84 - $32.0 $4.72 Million - $5.62 Million
175,773 New
175,773 $4.77 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-939 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
939 New
939 $31,000
Q2 2018

Aug 13, 2018
SELL
N/A
-939 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
939 New
939 $31,000

Others Institutions Holding IDV

# of Institutions
464
Shares Held
75.8M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

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