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

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,157 shares of IJR stock, worth $336,409. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,157

Previous 3,126 0.99%

Holding current value

$336,409

Previous $365,000 0.55%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$113.92 - $127.38 $3,531 - $3,948	31 Added 0.99%	3,157 $363,000
Q3 2024 Nov 13, 2024	BUY	$105.53 - $118.34 $119,143 - $133,605	1,129 Added 56.53%	3,126 $365,000
Q2 2024 Aug 09, 2024	SELL	$102.13 - $110.88 $1,634 - $1,774	-16 Reduced 0.79%	1,997 $213,000
Q1 2024 May 02, 2024	SELL	$102.35 - $110.52 $20,879 - $22,546	-204 Reduced 9.2%	2,013 $222,000
Q4 2023 Feb 09, 2024	BUY	$87.61 - $110.11 $194,231 - $244,113	2,217 New	2,217 $239,000
Q1 2023 Apr 20, 2023	BUY	$92.27 - $107.68 $204,285 - $238,403	2,214 New	2,214 $214,000
Q1 2021 May 06, 2021	SELL	$91.04 - $115.01 $200,196 - $252,906	-2,199 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$71.23 - $92.42 $156,634 - $203,231	2,199 New	2,199 $202,000
Q1 2020 Apr 27, 2020	SELL	$49.11 - $85.52 $159,754 - $278,196	-3,253 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$75.05 - $84.14 $150 - $168	2 Added 0.06%	3,253 $273,000
Q3 2019 Nov 08, 2019	SELL	$73.61 - $80.67 $12,734 - $13,955	-173 Reduced 5.05%	3,251 $253,000
Q2 2019 Aug 07, 2019	SELL	$73.17 - $81.37 $89,486 - $99,515	-1,223 Reduced 26.32%	3,424 $267,000
Q1 2019 May 08, 2019	BUY	$68.34 - $81.18 $11,207 - $13,313	164 Added 3.66%	4,647 $359,000
Q4 2018 Feb 14, 2019	SELL	$65.14 - $85.94 $3,322 - $4,382	-51 Reduced 1.12%	4,483 $311,000
Q3 2018 Nov 13, 2018	SELL	$84.33 - $90.31 $11,468 - $12,282	-136 Reduced 2.91%	4,534 $396,000
Q2 2018 Aug 13, 2018	SELL	$75.25 - $86.64 $371,584 - $427,828	-4,938 Reduced 51.39%	4,670 $390,000
Q1 2018 May 15, 2018	SELL	$73.35 - $80.36 $16,136 - $17,679	-220 Reduced 2.24%	9,608 $740,000
Q4 2017 Feb 09, 2018	BUY	$73.06 - $77.74 $8,913 - $9,484	122 Added 1.26%	9,828 $755,000
Q3 2017 Oct 19, 2017	BUY	$72.31 - $74.22 $701,840 - $720,379	9,706	9,706 $720,000

Others Institutions Holding IJR

# of Institutions

2,834

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

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About ISHARES CORE S&P SM CAP ETF

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