Avantax Planning Partners, Inc. Ishares S&P Midcap 400 Growth Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 30,535 shares of IJK stock, worth $2.79 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

30,535

Previous 31,275 2.37%

Holding current value

$2.79 Million

Previous $2.85 Million 5.71%

% of portfolio

0.09%

Previous 0.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$84.85 - $91.12 $62,788 - $67,428	-740 Reduced 2.37%	30,535 $2.69 Million
Q1 2024 May 02, 2024	SELL	$76.81 - $91.25 $371,606 - $441,467	-4,838 Reduced 13.4%	31,275 $2.85 Million
Q4 2023 Feb 09, 2024	SELL	$67.78 - $80.04 $2,168 - $2,561	-32 Reduced 0.09%	36,113 $2.86 Million
Q3 2023 Nov 03, 2023	SELL	$71.48 - $77.94 $46,319 - $50,505	-648 Reduced 1.76%	36,145 $2.61 Million
Q2 2023 Jul 17, 2023	SELL	$69.13 - $75.0 $14,932 - $16,200	-216 Reduced 0.58%	36,793 $2.76 Million
Q1 2023 Apr 20, 2023	SELL	$67.77 - $74.78 $210,832 - $232,640	-3,111 Reduced 7.75%	37,009 $2.65 Million
Q4 2022 Feb 09, 2023	SELL	$63.9 - $72.95 $50,225 - $57,338	-786 Reduced 1.92%	40,120 $2.74 Million
Q3 2022 Oct 14, 2022	SELL	$62.35 - $75.79 $124,014 - $150,746	-1,989 Reduced 4.64%	40,906 $2.58 Million
Q2 2022 Jul 18, 2022	BUY	$61.85 - $78.06 $900,103 - $1.14 Million	14,553 Added 51.35%	42,895 $2.73 Million
Q1 2022 May 09, 2022	BUY	$72.34 - $85.19 $981,798 - $1.16 Million	13,572 Added 91.89%	28,342 $2.19 Million
Q4 2021 Jan 28, 2022	BUY	$79.13 - $87.9 $69,001 - $76,648	872 Added 6.27%	14,770 $1.26 Million
Q3 2021 Oct 27, 2021	SELL	$77.71 - $83.6 $37,300 - $40,128	-480 Reduced 3.34%	13,898 $1.1 Million
Q2 2021 Aug 10, 2021	SELL	$77.05 - $83.36 $48,002 - $51,933	-623 Reduced 4.15%	14,378 $1.16 Million
Q1 2021 May 06, 2021	SELL	$71.22 - $80.18 $208,176 - $234,366	-2,923 Reduced 16.31%	15,001 $1.18 Million
Q4 2020 Feb 04, 2021	BUY	$60.53 - $72.82 $752,145 - $904,861	12,426 Added 226.01%	17,924 $1.3 Million
Q3 2020 Oct 28, 2020	SELL	$55.44 - $62.69 $22,453 - $25,389	-405 Reduced 6.86%	5,498 $1.32 Million
Q2 2020 Jul 15, 2020	SELL	$41.56 - $59.34 $27,886 - $39,817	-671 Reduced 10.21%	5,903 $1.32 Million
Q1 2020 Apr 27, 2020	SELL	$37.62 - $61.93 $16,966 - $27,930	-451 Reduced 6.42%	6,574 $1.17 Million
Q3 2019 Nov 08, 2019	SELL	$55.64 - $57.01 $6,676 - $6,841	-120 Reduced 1.68%	7,025 $1.57 Million
Q2 2019 Aug 07, 2019	BUY	N/A	25 Added 0.35%	7,145 $1.62 Million
Q1 2019 May 08, 2019	SELL	N/A	-723 Reduced 9.22%	7,120 $1.56 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-30 Reduced 0.38%	7,843 $1.5 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-22 Reduced 0.28%	7,873 $1.83 Million
Q2 2018 Aug 13, 2018	BUY	N/A	6 Added 0.08%	7,895 $1.78 Million
Q1 2018 May 15, 2018	SELL	N/A	-808 Reduced 9.29%	7,889 $1.72 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-5,141 Reduced 37.15%	8,697 $1.88 Million
Q3 2017 Oct 19, 2017	BUY	N/A	13,838	13,838 $2.8 Million

Others Institutions Holding IJK

# of Institutions

906

Shares Held

74M

Call Options Held

2.7K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

More about IJK

Track This Portfolio

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.

Account

Avantax Planning Partners, Inc. Ishares S&P Midcap 400 Growth Transaction History