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 1,591 shares of IYY stock, worth $215,421. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,591

Previous 1,702 6.52%

Holding current value

$215,421

Previous $237,000 4.22%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$138.14 - $149.13 $15,333 - $16,553	-111 Reduced 6.52%	1,591 $227,000
Q3 2024 Nov 13, 2024	BUY	$125.77 - $139.59 $214,060 - $237,582	1,702 New	1,702 $237,000
Q2 2022 Aug 02, 2022	SELL	$89.32 - $112.61 $406,584 - $512,600	-4,552 Reduced 47.77%	4,976 $460,000
Q1 2022 Apr 27, 2022	SELL	$102.45 - $118.45 $15,162 - $17,530	-148 Reduced 1.53%	9,528 $1.06 Million
Q4 2021 Jan 24, 2022	BUY	$107.69 - $118.54 $1,615 - $1,778	15 Added 0.16%	9,676 $1.14 Million
Q3 2021 Oct 21, 2021	BUY	$106.77 - $113.98 $49,434 - $52,772	463 Added 5.03%	9,661 $1.04 Million
Q2 2021 Jul 29, 2021	BUY	$101.05 - $107.97 $44,360 - $47,398	439 Added 5.01%	9,198 $995,000
Q1 2021 May 13, 2021	BUY	$93.02 - $100.44 $125,111 - $135,091	1,345 Added 18.14%	8,759 $876,000
Q4 2020 Jan 22, 2021	SELL	$81.36 - $94.32 $220,485 - $255,607	-2,710 Reduced 26.77%	7,414 $696,000
Q3 2020 Oct 14, 2020	BUY	$76.94 - $88.82 $549,274 - $634,085	7,139 Added 239.16%	10,124 $1.7 Million
Q2 2020 Aug 06, 2020	BUY	$60.32 - $80.25 $33,417 - $44,458	554 Added 22.79%	2,985 $464,000
Q1 2020 Apr 30, 2020	SELL	$54.71 - $84.04 $6,729 - $10,336	-123 Reduced 4.82%	2,431 $306,000
Q4 2019 Feb 14, 2020	SELL	$71.59 - $80.04 $6,586 - $7,363	-92 Reduced 3.48%	2,554 $407,000
Q3 2019 Nov 08, 2019	BUY	$73.36 - $74.95 $14,965 - $15,289	204 Added 8.35%	2,646 $386,000
Q2 2019 Aug 06, 2019	BUY	N/A	391 Added 19.06%	2,442 $357,000
Q1 2019 May 13, 2019	BUY	N/A	2,051 New	2,051 $290,000

Others Institutions Holding IYY

# of Institutions

281

Shares Held

3.93M

Call Options Held

5.6K

Put Options Held

100

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About ISHARES TR

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