Avantax Planning Partners, Inc. Ishares Tr Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 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 3,503 shares of IEFA stock, worth $249,868. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,503

Holding current value

$249,868

% of portfolio

0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$70.09 - $78.74 $245,525 - $275,826	3,503 New	3,503 $273,000
Q1 2024 May 02, 2024	BUY	$68.14 - $74.43 $204,283 - $223,141	2,998 New	2,998 $222,000
Q2 2023 Jul 17, 2023	SELL	$66.03 - $69.1 $83,395 - $87,273	-1,263 Reduced 28.2%	3,215 $217,000
Q1 2023 Apr 20, 2023	SELL	$62.17 - $67.7 $65,838 - $71,694	-1,059 Reduced 19.13%	4,478 $299,000
Q4 2022 Feb 09, 2023	SELL	$52.35 - $63.65 $57,113 - $69,442	-1,091 Reduced 16.46%	5,537 $341,000
Q3 2022 Oct 14, 2022	SELL	$52.32 - $63.1 $28,880 - $34,831	-552 Reduced 7.69%	6,628 $349,000
Q2 2022 Jul 18, 2022	SELL	$57.91 - $70.46 $138,404 - $168,399	-2,390 Reduced 24.97%	7,180 $423,000
Q1 2022 May 09, 2022	BUY	$63.26 - $75.48 $51,430 - $61,365	813 Added 9.28%	9,570 $665,000
Q4 2021 Jan 28, 2022	BUY	$72.36 - $77.76 $150,725 - $161,974	2,083 Added 31.21%	8,757 $654,000
Q3 2021 Oct 27, 2021	BUY	$72.98 - $78.2 $83,708 - $89,695	1,147 Added 20.75%	6,674 $496,000
Q2 2021 Aug 10, 2021	BUY	$73.11 - $77.88 $200,833 - $213,936	2,747 Added 98.81%	5,527 $414,000
Q1 2021 May 06, 2021	BUY	$68.58 - $73.12 $190,652 - $203,273	2,780 New	2,780 $200,000
Q1 2020 Apr 27, 2020	SELL	$43.31 - $66.12 $155,309 - $237,106	-3,586 Closed	0 $0
Q4 2019 Jan 15, 2020	SELL	$59.36 - $65.51 $24,040 - $26,531	-405 Reduced 10.15%	3,586 $234,000
Q3 2019 Nov 08, 2019	BUY	$57.44 - $62.42 $4,652 - $5,056	81 Added 2.07%	3,991 $244,000
Q2 2019 Aug 07, 2019	BUY	$59.39 - $62.73 $6,948 - $7,339	117 Added 3.08%	3,910 $241,000
Q1 2019 May 08, 2019	SELL	$54.44 - $61.46 $19,652 - $22,187	-361 Reduced 8.69%	3,793 $231,000
Q4 2018 Feb 14, 2019	BUY	$53.06 - $64.19 $65,847 - $79,659	1,241 Added 42.6%	4,154 $228,000
Q3 2018 Nov 13, 2018	BUY	$61.82 - $65.16 $180,081 - $189,811	2,913 New	2,913 $187,000
Q2 2018 Aug 13, 2018	SELL	$62.74 - $67.79 $121,715 - $131,512	-1,940 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$64.18 - $70.84 $124,509 - $137,429	1,940 New	1,940 $128,000

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

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