Avantax Planning Partners, Inc. Ishares Tr Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 36,680 shares of IXUS stock, worth $2.59 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

36,680

Previous 36,889 0.57%

Holding current value

$2.59 Million

Previous $2.5 Million 1.0%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$65.1 - $70.07 $13,605 - $14,644	-209 Reduced 0.57%	36,680 $2.48 Million
Q1 2024 May 02, 2024	SELL	$62.39 - $67.92 $167,829 - $182,704	-2,690 Reduced 6.8%	36,889 $2.5 Million
Q4 2023 Feb 09, 2024	SELL	$57.18 - $64.93 $435,482 - $494,506	-7,616 Reduced 16.14%	39,579 $2.57 Million
Q2 2023 Jul 17, 2023	BUY	$60.88 - $63.83 $5,722 - $6,000	94 Added 0.2%	47,195 $2.96 Million
Q4 2022 Feb 09, 2023	BUY	$50.56 - $60.03 $523,498 - $621,550	10,354 Added 28.18%	47,101 $2.73 Million
Q3 2022 Oct 14, 2022	BUY	$50.92 - $60.43 $1.08 Million - $1.28 Million	21,129 Added 135.29%	36,747 $1.87 Million
Q2 2022 Jul 18, 2022	BUY	$56.25 - $67.81 $878,512 - $1.06 Million	15,618 New	15,618 $891,000

Others Institutions Holding IXUS

# of Institutions

772

Shares Held

487M

Call Options Held

5.8K

Put Options Held

100

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About ISHARES TR

Ticker IXUS
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Avantax Planning Partners, Inc. Ishares Tr Transaction History