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 64,274 shares of ITA stock, worth $13.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

64,274

Previous 49,800 29.06%

Holding current value

$13.2 Million

Previous $7.62 Million 59.02%

% of portfolio

0.07%

Previous 0.05%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$135.31 - $188.64 $1.96 Million - $2.73 Million	14,474 Added 29.06%	64,274 $12.1 Million
Q1 2025 May 06, 2025	SELL	$144.84 - $159.5 $4.5 Million - $4.96 Million	-31,067 Reduced 38.42%	49,800 $7.62 Million
Q4 2024 Feb 07, 2025	BUY	$144.31 - $157.31 $745,794 - $812,978	5,168 Added 6.83%	80,867 $11.8 Million
Q3 2024 Nov 13, 2024	SELL	$131.58 - $149.64 $202,896 - $230,744	-1,542 Reduced 2.0%	75,699 $11.3 Million
Q2 2024 Aug 09, 2024	BUY	$127.05 - $137.39 $103,926 - $112,385	818 Added 1.07%	77,241 $10.2 Million

Q1 2024 May 08, 2024	BUY	$119.3 - $131.93 $1.04 Million - $1.15 Million	8,716 Added 12.87%	76,423 $10.1 Million
Q4 2023 Feb 07, 2024	SELL	$103.16 - $126.68 $202,812 - $249,052	-1,966 Reduced 2.82%	67,707 $8.57 Million
Q3 2023 Nov 07, 2023	SELL	$105.4 - $118.17 $487,896 - $547,008	-4,629 Reduced 6.23%	69,673 $7.38 Million
Q2 2023 Aug 11, 2023	BUY	$108.66 - $117.41 $24,122 - $26,065	222 Added 0.3%	74,302 $8.67 Million
Q1 2023 Apr 28, 2023	SELL	$108.43 - $117.74 $172,078 - $186,853	-1,587 Reduced 2.1%	74,080 $8.53 Million
Q4 2022 Feb 13, 2023	SELL	$93.07 - $114.11 $410,997 - $503,909	-4,416 Reduced 5.51%	75,667 $8.46 Million
Q3 2022 Nov 01, 2022	BUY	$91.19 - $108.67 $173,899 - $207,233	1,907 Added 2.44%	80,083 $7.3 Million
Q2 2022 Aug 02, 2022	BUY	$93.66 - $112.65 $4.1 Million - $4.93 Million	43,808 Added 127.47%	78,176 $7.75 Million
Q1 2022 Apr 27, 2022	BUY	$98.82 - $112.95 $1.16 Million - $1.32 Million	11,709 Added 51.67%	34,368 $3.81 Million
Q4 2021 Jan 24, 2022	SELL	$95.53 - $108.96 $228,221 - $260,305	-2,389 Reduced 9.54%	22,659 $2.33 Million
Q3 2021 Oct 21, 2021	BUY	$100.96 - $110.33 $597,178 - $652,601	5,915 Added 30.92%	25,048 $2.61 Million
Q2 2021 Jul 29, 2021	BUY	$102.24 - $112.9 $17,994 - $19,870	176 Added 0.93%	19,133 $2.1 Million
Q1 2021 May 13, 2021	BUY	$89.08 - $106.06 $111,795 - $133,105	1,255 Added 7.09%	18,957 $1.97 Million
Q4 2020 Jan 22, 2021	SELL	$74.72 - $96.94 $381,072 - $494,394	-5,100 Reduced 22.37%	17,702 $1.68 Million
Q3 2020 Oct 14, 2020	BUY	$77.31 - $86.07 $982,146 - $1.09 Million	12,704 Added 125.81%	22,802 $3.62 Million
Q2 2020 Aug 06, 2020	BUY	$67.92 - $96.92 $95,970 - $136,947	1,413 Added 16.27%	10,098 $1.66 Million
Q1 2020 Apr 30, 2020	BUY	$58.76 - $119.9 $144,432 - $294,714	2,458 Added 39.47%	8,685 $1.25 Million
Q4 2019 Feb 14, 2020	SELL	$107.34 - $116.85 $221,335 - $240,944	-2,062 Reduced 24.88%	6,227 $1.38 Million
Q3 2019 Nov 08, 2019	BUY	$103.28 - $115.56 $109,889 - $122,955	1,064 Added 14.73%	8,289 $1.86 Million
Q2 2019 Aug 06, 2019	BUY	$99.62 - $107.96 $7,670 - $8,312	77 Added 1.08%	7,225 $1.55 Million
Q1 2019 May 13, 2019	BUY	$84.17 - $104.72 $55,636 - $69,219	661 Added 10.19%	7,148 $1.43 Million
Q4 2018 Feb 13, 2019	BUY	$81.01 - $108.82 $525,511 - $705,915	6,487 New	6,487 $1.12 Million

Others Institutions Holding ITA

# of Institutions

990

Shares Held

32.5M

Call Options Held

654K

Put Options Held

535K

View Full List

About ISHARES TR

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Avantax Advisory Services, Inc. Ishares Tr Transaction History