Avantax Planning Partners, Inc. Ishares Tr Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$100.79 - $107.06 $200,975 - $213,477	-1,994 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$107.03 - $108.32 $213,417 - $215,990	1,994 New	1,994 $214,000
Q3 2021 Oct 27, 2021	SELL	$107.99 - $108.77 $201,725 - $203,182	-1,868 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$107.91 - $108.86 $201,575 - $203,350	1,868 New	1,868 $202,000
Q1 2021 May 06, 2021	SELL	$108.32 - $110.29 $202,450 - $206,132	-1,869 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$109.9 - $110.3 $205,403 - $206,150	1,869 New	1,869 $206,000
Q2 2020 Jul 15, 2020	SELL	$109.82 - $111.24 $203,825 - $206,461	-1,856 Closed	0 $0
Q4 2019 Jan 15, 2020	SELL	$107.72 - $108.39 $32,639 - $32,842	-303 Reduced 14.03%	1,856 $201,000
Q3 2019 Nov 08, 2019	BUY	$107.22 - $108.5 $231,487 - $234,251	2,159 New	2,159 $234,000
Q4 2018 Feb 14, 2019	SELL	$101.79 - $104.65 $114,310 - $117,521	-1,123 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$103.02 - $104.34 $115,691 - $117,173	1,123 New	1,123 $116,000
Q2 2018 Aug 13, 2018	SELL	$102.95 - $104.54 $124,157 - $126,075	-1,206 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$103.91 - $106.56 $125,315 - $128,511	1,206 New	1,206 $126,000

Others Institutions Holding MBB

# of Institutions

945

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.94 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.24 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.57 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.8 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.71 Billion
0.72% of portfolio

About ISHARES TR

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