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 2,636 shares of IYJ stock, worth $357,362. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,636

Previous 1,856 42.03%

Holding current value

$357,362

Previous $248,000 41.53%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$132.97 - $143.93 $103,716 - $112,265	780 Added 42.03%	2,636 $351,000
Q3 2024 Nov 13, 2024	BUY	$118.32 - $133.67 $219,601 - $248,091	1,856 New	1,856 $248,000
Q1 2024 May 08, 2024	SELL	$111.23 - $125.71 $43,602 - $49,278	-392 Reduced 19.72%	1,596 $200,000
Q4 2023 Feb 07, 2024	SELL	$95.31 - $114.66 $698,812 - $840,687	-7,332 Reduced 78.67%	1,988 $227,000
Q3 2023 Nov 07, 2023	BUY	$100.31 - $109.74 $13,040 - $14,266	130 Added 1.41%	9,320 $940,000
Q2 2023 Aug 11, 2023	SELL	$96.6 - $106.04 $158,713 - $174,223	-1,643 Reduced 15.17%	9,190 $974,000
Q1 2023 Apr 28, 2023	SELL	$95.26 - $104.26 $27,434 - $30,026	-288 Reduced 2.59%	10,833 $1.09 Million
Q4 2022 Feb 13, 2023	BUY	$84.86 - $101.21 $182,958 - $218,208	2,156 Added 24.05%	11,121 $1.07 Million
Q3 2022 Nov 01, 2022	BUY	$83.78 - $102.55 $751,087 - $919,360	8,965 New	8,965 $751,000
Q2 2022 Aug 02, 2022	SELL	$86.15 - $105.81 $268,443 - $329,703	-3,116 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$97.52 - $114.07 $27,208 - $31,825	-279 Reduced 8.22%	3,116 $328,000
Q4 2021 Jan 24, 2022	SELL	$104.49 - $114.29 $25,182 - $27,543	-241 Reduced 6.63%	3,395 $383,000
Q3 2021 Oct 21, 2021	BUY	$107.16 - $114.98 $70,832 - $76,001	661 Added 22.22%	3,636 $389,000
Q2 2021 Jul 29, 2021	BUY	$106.5 - $112.79 $316,837 - $335,550	2,975 New	2,975 $332,000
Q4 2020 Jan 22, 2021	SELL	$81.66 - $97.19 $120,775 - $143,744	-1,479 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$74.42 - $87.03 $110,067 - $128,717	1,479 New	1,479 $249,000

Others Institutions Holding IYJ

# of Institutions

338

Shares Held

6.59M

Call Options Held

35.9K

Put Options Held

11.8K

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About ISHARES TR

Ticker IYJ
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Avantax Advisory Services, Inc. Ishares Tr Transaction History