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 20,332 shares of IYR stock, worth $1.93 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,332

Previous 16,590 22.56%

Holding current value

$1.93 Million

Previous $1.69 Million 11.95%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$90.74 - $102.87 $339,549 - $384,939	3,742 Added 22.56%	20,332 $1.89 Million
Q3 2024 Nov 13, 2024	SELL	$86.93 - $103.61 $209,414 - $249,596	-2,409 Reduced 12.68%	16,590 $1.69 Million
Q2 2024 Aug 09, 2024	BUY	$81.6 - $89.23 $95,390 - $104,309	1,169 Added 6.56%	18,999 $1.67 Million
Q1 2024 May 08, 2024	SELL	$85.32 - $92.22 $81,480 - $88,070	-955 Reduced 5.08%	17,830 $1.6 Million
Q4 2023 Feb 07, 2024	SELL	$73.28 - $92.46 $136,960 - $172,807	-1,869 Reduced 9.05%	18,785 $1.72 Million
Q3 2023 Nov 07, 2023	SELL	$77.12 - $89.86 $60,924 - $70,989	-790 Reduced 3.68%	20,654 $1.61 Million
Q2 2023 Aug 11, 2023	SELL	$80.51 - $86.54 $27,936 - $30,029	-347 Reduced 1.59%	21,444 $1.86 Million
Q1 2023 Apr 28, 2023	SELL	$78.73 - $95.24 $362,394 - $438,389	-4,603 Reduced 17.44%	21,791 $1.85 Million
Q4 2022 Feb 13, 2023	BUY	$76.97 - $89.17 $467,284 - $541,351	6,071 Added 29.87%	26,394 $2.22 Million
Q3 2022 Nov 01, 2022	SELL	$80.64 - $103.19 $148,216 - $189,663	-1,838 Reduced 8.29%	20,323 $1.66 Million
Q2 2022 Aug 02, 2022	SELL	$86.95 - $112.38 $373,624 - $482,896	-4,297 Reduced 16.24%	22,161 $2.04 Million
Q1 2022 Apr 27, 2022	BUY	$99.21 - $115.26 $595,656 - $692,021	6,004 Added 29.35%	26,458 $2.86 Million
Q4 2021 Jan 24, 2022	BUY	$103.03 - $116.14 $158,666 - $178,855	1,540 Added 8.14%	20,454 $2.38 Million
Q3 2021 Oct 21, 2021	BUY	$102.34 - $111.27 $140,308 - $152,551	1,371 Added 7.82%	18,914 $1.93 Million
Q2 2021 Jul 29, 2021	BUY	$93.58 - $104.97 $16,657 - $18,684	178 Added 1.03%	17,543 $1.79 Million
Q1 2021 May 13, 2021	SELL	$82.27 - $92.74 $253,227 - $285,453	-3,078 Reduced 15.06%	17,365 $1.6 Million
Q4 2020 Jan 22, 2021	SELL	$76.87 - $86.71 $3.1 Million - $3.49 Million	-40,303 Reduced 66.35%	20,443 $1.75 Million
Q3 2020 Oct 14, 2020	BUY	$76.71 - $84.15 $2.64 Million - $2.9 Million	34,474 Added 131.22%	60,746 $4.85 Million
Q2 2020 Aug 06, 2020	SELL	$64.24 - $86.82 $23,768 - $32,123	-370 Reduced 1.39%	26,272 $2.07 Million
Q1 2020 Apr 30, 2020	BUY	$57.84 - $100.28 $120,712 - $209,284	2,087 Added 8.5%	26,642 $1.85 Million
Q4 2019 Feb 14, 2020	BUY	$89.52 - $95.36 $2.2 Million - $2.34 Million	24,555 New	24,555 $2.29 Million

Others Institutions Holding IYR

# of Institutions

617

Shares Held

57.5M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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Avantax Advisory Services, Inc. Ishares Tr Transaction History