Avantax Advisory Services, Inc. Ishares Expanded Tech Software Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 20,807 shares of IGV stock, worth $2.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,807

Previous 24,095 13.65%

Holding current value

$2.02 Million

Previous $2.09 Million 11.18%

% of portfolio

0.01%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$77.94 - $89.37 $256,266 - $293,848	-3,288 Reduced 13.65%	20,807 $1.86 Million
Q2 2024 Aug 09, 2024	BUY	$77.36 - $86.9 $165,086 - $185,444	2,134 Added 9.72%	24,095 $2.09 Million
Q1 2024 May 08, 2024	BUY	$83.56 - $442.01 $1.35 Million - $7.14 Million	16,148 Added 277.79%	21,961 $1.87 Million
Q4 2023 Feb 07, 2024	SELL	$329.19 - $408.79 $117,191 - $145,529	-356 Reduced 5.77%	5,813 $2.36 Million
Q3 2023 Nov 07, 2023	SELL	$334.35 - $367.01 $289,212 - $317,463	-865 Reduced 12.3%	6,169 $2.11 Million
Q2 2023 Aug 11, 2023	SELL	$287.57 - $349.4 $2,588 - $3,144	-9 Reduced 0.13%	7,034 $2.43 Million
Q1 2023 Apr 28, 2023	SELL	$249.85 - $304.7 $121,177 - $147,779	-485 Reduced 6.44%	7,043 $2.15 Million
Q4 2022 Feb 13, 2023	SELL	$48.41 - $274.91 $21,445 - $121,785	-443 Reduced 5.56%	7,528 $1.93 Million
Q3 2022 Nov 01, 2022	SELL	$50.03 - $317.25 $7,854 - $49,808	-157 Reduced 1.93%	7,971 $1.99 Million
Q2 2022 Aug 02, 2022	SELL	$257.24 - $353.96 $806,704 - $1.11 Million	-3,136 Reduced 27.84%	8,128 $2.19 Million
Q1 2022 Apr 27, 2022	SELL	$302.28 - $393.09 $510,853 - $664,322	-1,690 Reduced 13.05%	11,264 $3.89 Million
Q4 2021 Jan 24, 2022	SELL	$384.52 - $446.52 $297,618 - $345,606	-774 Reduced 5.64%	12,954 $5.15 Million
Q3 2021 Oct 21, 2021	SELL	$386.87 - $428.17 $17,796 - $19,695	-46 Reduced 0.33%	13,728 $5.49 Million
Q2 2021 Jul 29, 2021	BUY	$333.59 - $395.13 $2.56 Million - $3.03 Million	7,667 Added 125.54%	13,774 $5.38 Million
Q1 2021 May 13, 2021	SELL	$326.82 - $385.88 $164,063 - $193,711	-502 Reduced 7.6%	6,107 $2.09 Million
Q4 2020 Jan 22, 2021	SELL	$302.67 - $365.08 $844,449 - $1.02 Million	-2,790 Reduced 29.68%	6,609 $2.34 Million
Q3 2020 Oct 14, 2020	BUY	$283.85 - $334.52 $195,856 - $230,818	690 Added 7.92%	9,399 $2.92 Million
Q2 2020 Aug 06, 2020	BUY	$197.94 - $284.25 $107,877 - $154,916	545 Added 6.68%	8,709 $2.48 Million
Q1 2020 Apr 30, 2020	BUY	$185.88 - $266.67 $387,745 - $556,273	2,086 Added 34.32%	8,164 $1.72 Million
Q4 2019 Feb 14, 2020	BUY	$205.25 - $235.04 $316,700 - $362,666	1,543 Added 34.02%	6,078 $1.41 Million
Q3 2019 Nov 08, 2019	BUY	$209.16 - $230.04 $948,540 - $1.04 Million	4,535 New	4,535 $963,000

Others Institutions Holding IGV

# of Institutions

555

Shares Held

50.2M

Call Options Held

1.14M

Put Options Held

1.7M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
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Avantax Advisory Services, Inc. Ishares Expanded Tech Software Transaction History