A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,690 shares of IPAC stock, worth $354,430. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,690
Previous 6,353 10.44%
Holding current value
$354,430
Previous $388,000 2.58%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$57.83 - $67.29 $38,341 - $44,613
-663 Reduced 10.44%
5,690 $378,000
Q2 2024

Aug 09, 2024

BUY
$59.59 - $63.02 $23,895 - $25,271
401 Added 6.74%
6,353 $388,000
Q1 2024

May 08, 2024

BUY
$58.42 - $63.62 $40,076 - $43,643
686 Added 13.03%
5,952 $376,000
Q4 2023

Feb 07, 2024

SELL
$53.05 - $59.52 $20,318 - $22,796
-383 Reduced 6.78%
5,266 $313,000
Q3 2023

Nov 07, 2023

BUY
$55.09 - $59.37 $22,311 - $24,044
405 Added 7.72%
5,649 $314,000
Q2 2023

Aug 11, 2023

BUY
$55.74 - $59.1 $38,460 - $40,779
690 Added 15.15%
5,244 $301,000
Q1 2023

Apr 28, 2023

SELL
$53.22 - $58.36 $124,375 - $136,387
-2,337 Reduced 33.91%
4,554 $257,000
Q4 2022

Feb 13, 2023

SELL
$47.39 - $55.32 $114,162 - $133,265
-2,409 Reduced 25.9%
6,891 $369,000
Q3 2022

Nov 01, 2022

SELL
$47.94 - $55.96 $394,929 - $460,998
-8,238 Reduced 46.97%
9,300 $446,000
Q2 2022

Aug 02, 2022

SELL
$50.97 - $62.0 $107,699 - $131,006
-2,113 Reduced 10.75%
17,538 $912,000
Q1 2022

Apr 27, 2022

SELL
$57.09 - $64.7 $192,050 - $217,650
-3,364 Reduced 14.62%
19,651 $1.2 Million
Q4 2021

Jan 24, 2022

BUY
$63.0 - $67.99 $247,968 - $267,608
3,936 Added 20.63%
23,015 $1.47 Million
Q3 2021

Oct 21, 2021

BUY
$64.89 - $70.4 $187,532 - $203,456
2,890 Added 17.85%
19,079 $1.28 Million
Q2 2021

Jul 29, 2021

BUY
$65.17 - $68.78 $83,222 - $87,832
1,277 Added 8.56%
16,189 $1.08 Million
Q1 2021

May 13, 2021

SELL
$63.97 - $68.72 $40,493 - $43,499
-633 Reduced 4.07%
14,912 $992,000
Q4 2020

Jan 22, 2021

BUY
$55.67 - $64.44 $147,525 - $170,766
2,650 Added 20.55%
15,545 $1 Million
Q3 2020

Oct 14, 2020

BUY
$52.58 - $57.1 $13,670 - $14,846
260 Added 2.06%
12,895 $729,000
Q2 2020

Aug 06, 2020

BUY
$43.94 - $55.78 $68,019 - $86,347
1,548 Added 13.96%
12,635 $665,000
Q1 2020

Apr 30, 2020

BUY
$41.43 - $59.45 $312,920 - $449,025
7,553 Added 213.72%
11,087 $514,000
Q4 2019

Feb 14, 2020

BUY
$55.17 - $59.7 $194,970 - $210,979
3,534 New
3,534 $207,000

Others Institutions Holding IPAC

About ISHARES TR ISHARES CORE MSCI P


  • Ticker IPAC
  • Sector ETFs
  • Industry ETFs
More about IPAC
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.