Avantax Planning Partners, Inc. Ishares Tr Russell 1000 ETF Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 924 shares of IWB stock, worth $306,573. This represents 0.01% of its overall portfolio holdings.

Number of Shares
924
Previous 807 14.5%
Holding current value
$306,573
Previous $240,000 20.83%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$283.28 - $314.39 $33,143 - $36,783
117 Added 14.5%
924 $290,000
Q1 2024

May 02, 2024
BUY
$257.46 - $288.1 $207,770 - $232,496
807 New
807 $232,000
Q4 2018

Feb 14, 2019
SELL
N/A
-26 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
26 New
26 $4,000
Q2 2018

Aug 13, 2018
SELL
N/A
-26 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
26 New
26 $4,000

Others Institutions Holding IWB

# of Institutions
1,372
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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