Avantax Advisory Services, Inc. Ishares Tr Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,847 shares of IYF stock, worth $616,449. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,847

Previous 4,572 27.89%

Holding current value

$616,449

Previous $475,000 36.0%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$102.7 - $119.05 $130,942 - $151,788	1,275 Added 27.89%	5,847 $646,000
Q3 2024 Nov 13, 2024	SELL	$93.83 - $105.05 $844 - $945	-9 Reduced 0.2%	4,572 $475,000
Q2 2024 Aug 09, 2024	SELL	$89.39 - $96.85 $1,251 - $1,355	-14 Reduced 0.3%	4,581 $433,000
Q1 2024 May 08, 2024	BUY	$83.91 - $95.65 $70,064 - $79,867	835 Added 22.21%	4,595 $439,000
Q4 2023 Feb 07, 2024	BUY	$70.7 - $85.68 $26,724 - $32,387	378 Added 11.18%	3,760 $321,000
Q3 2023 Nov 07, 2023	SELL	$73.99 - $79.98 $47,501 - $51,347	-642 Reduced 15.95%	3,382 $252,000
Q2 2023 Aug 11, 2023	BUY	$68.91 - $74.74 $21,293 - $23,094	309 Added 8.32%	4,024 $300,000
Q1 2023 Apr 28, 2023	SELL	$68.23 - $82.05 $62,021 - $74,583	-909 Reduced 19.66%	3,715 $264,000
Q4 2022 Feb 13, 2023	SELL	$67.64 - $80.38 $20,021 - $23,792	-296 Reduced 6.02%	4,624 $348,000
Q3 2022 Nov 01, 2022	BUY	$67.55 - $79.83 $14,455 - $17,083	214 Added 4.55%	4,920 $332,000
Q2 2022 Aug 02, 2022	SELL	$67.96 - $84.37 $107,920 - $133,979	-1,588 Reduced 25.23%	4,706 $329,000
Q1 2022 Apr 27, 2022	BUY	$78.62 - $91.32 $21,620 - $25,112	275 Added 4.57%	6,294 $534,000
Q4 2021 Jan 24, 2022	SELL	$83.02 - $90.24 $169,277 - $183,999	-2,039 Reduced 25.3%	6,019 $522,000
Q3 2021 Oct 21, 2021	BUY	$79.17 - $85.45 $75,607 - $81,604	955 Added 13.45%	8,058 $666,000
Q2 2021 Jul 29, 2021	BUY	$75.91 - $83.61 $56,704 - $62,456	747 Added 11.75%	7,103 $577,000
Q1 2021 May 13, 2021	SELL	$65.2 - $76.35 $91,997 - $107,729	-1,411 Reduced 18.17%	6,356 $476,000
Q4 2020 Jan 22, 2021	SELL	$55.06 - $66.77 $202,455 - $245,513	-3,677 Reduced 32.13%	7,767 $520,000
Q3 2020 Oct 14, 2020	BUY	$54.05 - $60.26 $384,457 - $428,629	7,113 Added 164.23%	11,444 $1.3 Million
Q2 2020 Aug 06, 2020	SELL	$45.62 - $62.0 $10,766 - $14,632	-236 Reduced 5.17%	4,331 $477,000
Q1 2020 Apr 30, 2020	BUY	$41.18 - $71.71 $188,069 - $327,499	4,567 New	4,567 $445,000
Q3 2019 Nov 08, 2019	SELL	$64.16 - $65.19 $222,956 - $226,535	-3,475 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	N/A	-338 Reduced 8.86%	3,475 $436,000
Q1 2019 May 13, 2019	SELL	N/A	-131 Reduced 3.32%	3,813 $450,000
Q4 2018 Feb 13, 2019	BUY	N/A	3,944 New	3,944 $420,000

Others Institutions Holding IYF

# of Institutions

462

Shares Held

19.9M

Call Options Held

28.3K

Put Options Held

35.3K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

Track This Portfolio

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.

Account

Avantax Advisory Services, Inc. Ishares Tr Transaction History