Avantax Planning Partners, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 19,808 shares of IJH stock, worth $1.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,808

Previous 22,720 12.82%

Holding current value

$1.28 Million

Previous $1.33 Million 7.15%

% of portfolio

0.04%

Previous 0.04%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$57.32 - $62.65 $166,915 - $182,436	-2,912 Reduced 12.82%	19,808 $1.23 Million
Q2 2024 Aug 09, 2024	SELL	$56.43 - $60.79 $43,225 - $46,565	-766 Reduced 3.26%	22,720 $1.33 Million
Q1 2024 May 02, 2024	BUY	$56.98 - $284.98 $1 Million - $5.01 Million	17,597 Added 298.81%	23,486 $1.43 Million
Q4 2023 Feb 09, 2024	SELL	$232.04 - $279.85 $36,430 - $43,936	-157 Reduced 2.6%	5,889 $1.63 Million
Q3 2023 Nov 03, 2023	BUY	$246.15 - $272.4 $47,999 - $53,117	195 Added 3.33%	6,046 $1.51 Million
Q2 2023 Jul 17, 2023	SELL	$240.22 - $261.48 $12,971 - $14,119	-54 Reduced 0.91%	5,851 $1.53 Million
Q4 2022 Feb 09, 2023	SELL	$44.74 - $257.0 $223 - $1,285	-5 Reduced 0.08%	5,905 $1.43 Million
Q3 2022 Oct 14, 2022	BUY	$43.85 - $263.28 $7,147 - $42,914	163 Added 2.84%	5,910 $1.3 Million
Q2 2022 Jul 18, 2022	SELL	$219.07 - $270.08 $56,081 - $69,140	-256 Reduced 4.26%	5,747 $1.3 Million
Q1 2022 May 09, 2022	SELL	$251.21 - $285.37 $17,333 - $19,690	-69 Reduced 1.14%	6,003 $1.61 Million
Q4 2021 Jan 28, 2022	BUY	$265.81 - $290.54 $821,618 - $898,059	3,091 Added 103.69%	6,072 $1.72 Million
Q3 2021 Oct 27, 2021	SELL	$256.44 - $277.04 $13,847 - $14,960	-54 Reduced 1.78%	2,981 $784,000
Q2 2021 Aug 10, 2021	SELL	$260.21 - $276.38 $17,954 - $19,070	-69 Reduced 2.22%	3,035 $816,000
Q4 2020 Feb 04, 2021	SELL	$187.77 - $230.69 $8,637 - $10,611	-46 Reduced 1.46%	3,104 $713,000
Q3 2020 Oct 28, 2020	SELL	$174.43 - $196.49 $23,199 - $26,133	-133 Reduced 4.05%	3,150 $584,000
Q2 2020 Jul 15, 2020	BUY	$133.18 - $194.42 $19,577 - $28,579	147 Added 4.69%	3,283 $584,000
Q1 2020 Apr 27, 2020	SELL	$121.75 - $210.58 $12,905 - $22,321	-106 Reduced 3.27%	3,136 $451,000
Q4 2019 Jan 15, 2020	SELL	$185.78 - $206.16 $6,130 - $6,803	-33 Reduced 1.01%	3,242 $667,000
Q3 2019 Nov 08, 2019	BUY	$183.17 - $198.52 $54,035 - $58,563	295 Added 9.9%	3,275 $633,000
Q2 2019 Aug 07, 2019	SELL	$181.14 - $198.0 $16,121 - $17,622	-89 Reduced 2.9%	2,980 $579,000
Q1 2019 May 08, 2019	SELL	$162.83 - $193.4 $46,895 - $55,699	-288 Reduced 8.58%	3,069 $581,000
Q4 2018 Feb 14, 2019	BUY	$156.48 - $199.76 $37,868 - $48,341	242 Added 7.77%	3,357 $557,000
Q3 2018 Nov 13, 2018	BUY	$194.86 - $204.98 $38,387 - $40,381	197 Added 6.75%	3,115 $627,000
Q2 2018 Aug 13, 2018	BUY	$183.17 - $200.64 $39,931 - $43,739	218 Added 8.07%	2,918 $568,000
Q1 2018 May 15, 2018	BUY	$179.89 - $199.21 $25,544 - $28,287	142 Added 5.55%	2,700 $506,000
Q4 2017 Feb 09, 2018	SELL	$180.58 - $190.73 $54,174 - $57,219	-300 Reduced 10.5%	2,558 $485,000
Q3 2017 Oct 19, 2017	BUY	$176.74 - $178.9 $505,122 - $511,296	2,858	2,858 $511,000

Others Institutions Holding IJH

# of Institutions

2,461

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Avantax Planning Partners, Inc. Ishares Core S&P Mid Cap ETF Transaction History