Avantax Advisory Services, Inc. Ishares Tr Core Conservative A Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 8,169 shares of AOK stock, worth $328,802. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,169

Previous 5,650 44.58%

Holding current value

$328,802

Previous $212,000 50.47%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$36.09 - $39.07 $90,910 - $98,417	2,519 Added 44.58%	8,169 $319,000
Q1 2025 May 06, 2025	BUY	$36.86 - $38.15 $208,259 - $215,547	5,650 New	5,650 $212,000
Q3 2023 Nov 07, 2023	BUY	$33.87 - $35.64 $8,907 - $9,373	263 Added 2.4%	11,212 $380,000
Q2 2023 Aug 11, 2023	SELL	$34.52 - $35.41 $7,490 - $7,683	-217 Reduced 1.94%	10,949 $385,000
Q1 2023 Apr 28, 2023	BUY	$33.78 - $35.5 $1,148 - $1,207	34 Added 0.31%	11,166 $390,000

Q4 2022 Feb 13, 2023	BUY	$32.15 - $34.82 $357,893 - $387,616	11,132 New	11,132 $374,000
Q1 2022 Apr 27, 2022	SELL	$36.82 - $39.84 $507,563 - $549,194	-13,785 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$39.36 - $40.4 $542,577 - $556,914	13,785 New	13,785 $551,000

Others Institutions Holding AOK

# of Institutions

173

Shares Held

4.55M

Call Options Held

Put Options Held

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About ISHARES TR CORE CONSERVATIVE A

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Avantax Advisory Services, Inc. Ishares Tr Core Conservative A Transaction History