Avantax Advisory Services, Inc. Ishares Tr Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,108 shares of IBDV stock, worth $237,711. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,108

Holding current value

$237,711

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$21.24 - $22.15 $235,933 - $246,042	11,108 New	11,108 $237,000

Others Institutions Holding IBDV

# of Institutions

212

Shares Held

55.9M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

4.3M
Shares

$92.1 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.46M
Shares

$74.1 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.89M
Shares

$61.9 Million
1.28% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$56.9 Million
0.02% of portfolio
Aptus Capital Advisors, LLC

2.6M
Shares

$55.7 Million
0.92% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Ishares Tr Transaction History