Avantax Advisory Services, Inc. Ishares Tr Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 115,165 shares of IDV stock, worth $4.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

115,165

Previous 126,691 9.1%

Holding current value

$4.4 Million

Previous $3.93 Million 1.15%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$27.79 - $34.84 $320,307 - $401,565	-11,526 Reduced 9.1%	115,165 $3.97 Million
Q1 2025 May 06, 2025	BUY	$27.0 - $31.7 $205,767 - $241,585	7,621 Added 6.4%	126,691 $3.93 Million
Q4 2024 Feb 07, 2025	SELL	$27.03 - $29.92 $193,156 - $213,808	-7,146 Reduced 5.66%	119,070 $3.26 Million
Q3 2024 Nov 13, 2024	SELL	$27.62 - $30.64 $102,994 - $114,256	-3,729 Reduced 2.87%	126,216 $3.82 Million
Q2 2024 Aug 09, 2024	SELL	$26.94 - $30.1 $138,956 - $155,255	-5,158 Reduced 3.82%	129,945 $3.6 Million

Q1 2024 May 08, 2024	SELL	$26.95 - $28.13 $454,484 - $474,384	-16,864 Reduced 11.1%	135,103 $3.79 Million
Q4 2023 Feb 07, 2024	BUY	$24.46 - $28.13 $116,967 - $134,517	4,782 Added 3.25%	151,967 $4.25 Million
Q3 2023 Nov 07, 2023	SELL	$25.3 - $27.59 $121,768 - $132,790	-4,813 Reduced 3.17%	147,185 $3.74 Million
Q2 2023 Aug 11, 2023	SELL	$25.86 - $28.52 $35,764 - $39,443	-1,383 Reduced 0.9%	151,998 $4 Million
Q1 2023 Apr 28, 2023	SELL	$26.54 - $29.5 $248,732 - $276,474	-9,372 Reduced 5.76%	153,381 $4.22 Million
Q4 2022 Feb 13, 2023	SELL	$22.26 - $27.56 $613,418 - $759,470	-27,557 Reduced 14.48%	162,753 $4.42 Million
Q3 2022 Nov 01, 2022	BUY	$22.53 - $28.47 $18,046 - $22,804	801 Added 0.42%	190,310 $4.29 Million
Q2 2022 Aug 02, 2022	BUY	$26.84 - $32.0 $261,743 - $312,064	9,752 Added 5.43%	189,509 $5.15 Million
Q1 2022 Apr 27, 2022	BUY	$29.99 - $33.33 $368,367 - $409,392	12,283 Added 7.33%	179,757 $5.71 Million
Q4 2021 Jan 24, 2022	SELL	$29.77 - $31.71 $32,211 - $34,310	-1,082 Reduced 0.64%	167,474 $5.22 Million
Q3 2021 Oct 21, 2021	BUY	$30.42 - $32.96 $507,588 - $549,970	16,686 Added 10.99%	168,556 $5.13 Million
Q2 2021 Jul 29, 2021	BUY	$31.67 - $34.02 $76,008 - $81,648	2,400 Added 1.61%	151,870 $4.92 Million
Q1 2021 May 13, 2021	BUY	$29.53 - $32.13 $198,205 - $215,656	6,712 Added 4.7%	149,470 $4.71 Million
Q4 2020 Jan 22, 2021	SELL	$24.08 - $29.73 $1.6 Million - $1.98 Million	-66,462 Reduced 31.77%	142,758 $4.21 Million
Q3 2020 Oct 14, 2020	BUY	$24.68 - $26.95 $766,560 - $837,067	31,060 Added 17.43%	209,220 $5.21 Million
Q2 2020 Aug 06, 2020	SELL	$21.21 - $27.95 $11,029 - $14,534	-520 Reduced 0.29%	178,160 $4.47 Million
Q1 2020 Apr 30, 2020	BUY	$19.58 - $34.05 $44,936 - $78,144	2,295 Added 1.3%	178,680 $4.04 Million
Q4 2019 Feb 14, 2020	BUY	$29.79 - $33.61 $766,705 - $865,020	25,737 Added 17.08%	176,385 $5.92 Million
Q3 2019 Nov 08, 2019	SELL	$30.41 - $31.26 $646,273 - $664,337	-21,252 Reduced 12.36%	150,648 $4.62 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-3,297 Reduced 1.88%	171,900 $5.28 Million
Q1 2019 May 13, 2019	SELL	N/A	-783 Reduced 0.44%	175,197 $5.41 Million
Q4 2018 Feb 13, 2019	BUY	N/A	175,980 New	175,980 $5.05 Million

Others Institutions Holding IDV

# of Institutions

598

Shares Held

92M

Call Options Held

13.5K

Put Options Held

39.4K

View Full List

About ISHARES TR

Ticker IDV
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Avantax Advisory Services, Inc. Ishares Tr Transaction History