Avantax Planning Partners, Inc. Ishares Trust Ishares Pfd And Transaction History

Avantax Planning Partners, Inc.

$3.08 Billion
Q1 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 24,640 shares of PFF stock, worth $777,392. This represents 0.03% of its overall portfolio holdings.

Number of Shares

24,640

Previous 23,307 5.72%

Holding current value

$777,392

Previous $726,000 9.37%

% of portfolio

0.03%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$31.12 - $32.54 $41,482 - $43,375	1,333 Added 5.72%	24,640 $794,000
Q4 2023 Feb 09, 2024	BUY	$28.34 - $31.4 $82,696 - $91,625	2,918 Added 14.31%	23,307 $726,000
Q3 2023 Nov 03, 2023	SELL	$29.99 - $31.22 $16,794 - $17,483	-560 Reduced 2.67%	20,389 $614,000
Q2 2023 Jul 17, 2023	BUY	$29.33 - $31.46 $39,448 - $42,313	1,345 Added 6.86%	20,949 $647,000
Q1 2023 Apr 20, 2023	SELL	$29.86 - $33.81 $28,874 - $32,694	-967 Reduced 4.7%	19,604 $612,000

Q4 2022 Feb 09, 2023	BUY	$29.96 - $32.28 $31,158 - $33,571	1,040 Added 5.32%	20,571 $628,000
Q3 2022 Oct 14, 2022	SELL	$31.63 - $35.35 $320,696 - $358,413	-10,139 Reduced 34.17%	19,531 $619,000
Q2 2022 Jul 18, 2022	SELL	$32.02 - $36.26 $1 Million - $1.14 Million	-31,345 Reduced 51.37%	29,670 $976,000
Q1 2022 May 09, 2022	SELL	$34.86 - $39.14 $342,743 - $384,824	-9,832 Reduced 13.88%	61,015 $2.22 Million
Q4 2021 Jan 28, 2022	BUY	$38.29 - $39.43 $184,251 - $189,737	4,812 Added 7.29%	70,847 $2.79 Million
Q3 2021 Oct 27, 2021	SELL	$38.55 - $39.48 $4.75 Million - $4.87 Million	-123,290 Reduced 65.12%	66,035 $2.56 Million
Q2 2021 Aug 10, 2021	BUY	$37.96 - $39.34 $4.12 Million - $4.27 Million	108,517 Added 134.29%	189,325 $7.45 Million
Q1 2021 May 06, 2021	SELL	$37.15 - $38.46 $160,339 - $165,993	-4,316 Reduced 5.07%	80,808 $3.1 Million
Q4 2020 Feb 04, 2021	BUY	$36.13 - $38.51 $667,212 - $711,164	18,467 Added 27.7%	85,124 $3.28 Million
Q3 2020 Oct 28, 2020	BUY	$34.54 - $36.7 $81,548 - $86,648	2,361 Added 3.67%	66,657 $2.43 Million
Q2 2020 Jul 15, 2020	SELL	$30.01 - $35.86 $234,468 - $280,174	-7,813 Reduced 10.83%	64,296 $2.23 Million
Q1 2020 Apr 27, 2020	SELL	$25.12 - $38.29 $235,072 - $358,317	-9,358 Reduced 11.49%	72,109 $2.3 Million
Q4 2019 Jan 15, 2020	BUY	$36.77 - $37.68 $386,268 - $395,828	10,505 Added 14.8%	81,467 $3.06 Million
Q3 2019 Nov 08, 2019	SELL	$36.77 - $37.53 $11,876 - $12,122	-323 Reduced 0.45%	70,962 $2.66 Million
Q2 2019 Aug 07, 2019	BUY	$36.27 - $37.09 $36,052 - $36,867	994 Added 1.41%	71,285 $2.62 Million
Q1 2019 May 08, 2019	SELL	$34.55 - $36.63 $10.3 Million - $11 Million	-298,995 Reduced 80.97%	70,291 $2.57 Million
Q4 2018 Feb 14, 2019	BUY	$33.41 - $36.68 $11.8 Million - $12.9 Million	351,756 Added 2006.59%	369,286 $12.6 Million
Q3 2018 Nov 13, 2018	BUY	$37.02 - $38.0 $85,590 - $87,856	2,312 Added 15.19%	17,530 $651,000
Q2 2018 Aug 13, 2018	SELL	$36.91 - $37.71 $480,199 - $490,607	-13,010 Reduced 46.09%	15,218 $574,000
Q1 2018 May 15, 2018	SELL	$36.79 - $38.19 $158,454 - $164,484	-4,307 Reduced 13.24%	28,228 $1.06 Million
Q4 2017 Feb 09, 2018	SELL	$38.07 - $38.65 $17,702 - $17,972	-465 Reduced 1.41%	32,535 $1.24 Million
Q3 2017 Oct 19, 2017	BUY	$38.8 - $38.86 $1.28 Million - $1.28 Million	33,000	33,000 $1.28 Million

Others Institutions Holding PFF

# of Institutions

1,103

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

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Avantax Planning Partners, Inc. Ishares Trust Ishares Pfd And Transaction History