Avantax Planning Partners, Inc. Ishares Russell 3000 ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,947 shares of IWV stock, worth $660,441. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,947

Previous 2,016 3.42%

Holding current value

$660,441

Previous $622,000 2.25%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$294.75 - $326.73 $20,337 - $22,544	-69 Reduced 3.42%	1,947 $636,000
Q2 2024 Aug 09, 2024	BUY	$283.16 - $309.9 $566 - $619	2 Added 0.1%	2,016 $622,000
Q1 2024 May 02, 2024	BUY	$268.36 - $300.08 $265,139 - $296,479	988 Added 96.3%	2,014 $604,000
Q4 2023 Feb 09, 2024	BUY	$234.36 - $274.87 $1,640 - $1,924	7 Added 0.69%	1,026 $280,000
Q3 2023 Nov 03, 2023	BUY	$243.9 - $263.56 $4,878 - $5,271	20 Added 2.0%	1,019 $249,000
Q2 2023 Jul 17, 2023	BUY	$231.57 - $254.48 $694 - $763	3 Added 0.3%	999 $254,000
Q1 2023 Apr 20, 2023	BUY	$218.83 - $242.18 $656 - $726	3 Added 0.3%	996 $234,000
Q4 2022 Feb 09, 2023	SELL	$206.89 - $235.47 $19,861 - $22,605	-96 Reduced 8.82%	993 $219,000
Q3 2022 Oct 14, 2022	SELL	$207.04 - $249.4 $1,242 - $1,496	-6 Reduced 0.55%	1,089 $225,000
Q4 2021 Jan 28, 2022	BUY	$254.66 - $279.11 $19,354 - $21,212	76 Added 7.46%	1,095 $304,000
Q3 2021 Oct 27, 2021	BUY	$251.89 - $269.0 $1,511 - $1,614	6 Added 0.59%	1,019 $260,000
Q2 2021 Aug 10, 2021	BUY	$240.32 - $256.01 $1,201 - $1,280	5 Added 0.5%	1,013 $259,000
Q4 2020 Feb 04, 2021	BUY	$191.94 - $223.55 $193,475 - $225,338	1,008 New	1,008 $225,000
Q4 2018 Feb 14, 2019	SELL	N/A	-825 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-684 Reduced 45.33%	825 $142,000
Q3 2017 Oct 19, 2017	BUY	N/A	1,509	1,509 $225,000

Others Institutions Holding IWV

# of Institutions

851

Shares Held

26.8M

Call Options Held

19.5K

Put Options Held

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About ISHARES RUSSELL 3000 ETF

Ticker IWV
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Avantax Planning Partners, Inc. Ishares Russell 3000 ETF Transaction History