Avantax Advisory Services, Inc. Ishares Expanded Tech Sector E Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 20,356 shares of IGM stock, worth $2.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,356

Previous 15,888 28.12%

Holding current value

$2.01 Million

Previous $1.52 Million 36.35%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$94.19 - $106.95 $420,840 - $477,852	4,468 Added 28.12%	20,356 $2.08 Million
Q3 2024 Nov 13, 2024	SELL	$84.03 - $98.62 $85,206 - $100,000	-1,014 Reduced 6.0%	15,888 $1.52 Million
Q2 2024 Aug 09, 2024	BUY	$80.02 - $95.38 $46,251 - $55,129	578 Added 3.54%	16,902 $1.59 Million
Q1 2024 May 08, 2024	BUY	$84.27 - $516.87 $1.14 Million - $6.98 Million	13,495 Added 477.02%	16,324 $1.41 Million
Q4 2023 Feb 07, 2024	BUY	$365.86 - $450.72 $94,391 - $116,285	258 Added 10.04%	2,829 $1.27 Million
Q3 2023 Nov 07, 2023	BUY	$376.08 - $412.97 $208,724 - $229,198	555 Added 27.53%	2,571 $982,000
Q2 2023 Aug 11, 2023	BUY	$325.63 - $395.58 $656,470 - $797,489	2,016 New	2,016 $792,000
Q2 2022 Aug 02, 2022	SELL	$47.75 - $66.17 $1,193 - $1,654	-25 Reduced 2.07%	1,181 $348,000
Q1 2022 Apr 27, 2022	SELL	$57.01 - $73.7 $912 - $1,179	-16 Reduced 1.31%	1,206 $469,000
Q4 2021 Jan 24, 2022	BUY	$66.29 - $75.08 $13,655 - $15,466	206 Added 20.28%	1,222 $537,000
Q3 2021 Oct 21, 2021	SELL	$66.83 - $71.86 $53,196 - $57,200	-796 Reduced 43.93%	1,016 $412,000
Q2 2021 Jul 29, 2021	BUY	$59.44 - $67.61 $62,233 - $70,787	1,047 Added 136.86%	1,812 $735,000
Q1 2021 May 13, 2021	BUY	$56.89 - $63.23 $2,958 - $3,287	52 Added 7.29%	765 $277,000
Q4 2020 Jan 22, 2021	SELL	$50.13 - $58.36 $62,361 - $72,599	-1,244 Reduced 63.57%	713 $249,000
Q3 2020 Oct 14, 2020	BUY	$47.19 - $56.32 $92,350 - $110,218	1,957 New	1,957 $608,000
Q2 2020 Aug 06, 2020	SELL	$33.65 - $46.92 $117,371 - $163,656	-3,488 Closed	0 $0
Q1 2020 Apr 30, 2020	SELL	$31.48 - $45.08 $34,155 - $48,911	-1,085 Reduced 23.73%	3,488 $740,000
Q4 2019 Feb 14, 2020	BUY	$35.22 - $40.66 $18,138 - $20,939	515 Added 12.69%	4,573 $1.11 Million
Q3 2019 Nov 08, 2019	BUY	$35.88 - $37.08 $145,601 - $150,470	4,058 New	4,058 $880,000

Others Institutions Holding IGM

# of Institutions

457

Shares Held

27.5M

Call Options Held

151K

Put Options Held

15.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Ishares Expanded Tech Sector E Transaction History