Avantax Advisory Services, Inc. Ishares Tr Residential And Mul Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,583 shares of REZ stock, worth $472,935. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,583

Previous 20,813 73.18%

Holding current value

$472,935

Previous $1.85 Million 75.54%

% of portfolio

0.0%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$79.04 - $89.77 $1.2 Million - $1.37 Million	-15,230 Reduced 73.18%	5,583 $452,000
Q3 2024 Nov 13, 2024	BUY	$76.42 - $91.19 $575,519 - $686,751	7,531 Added 56.7%	20,813 $1.85 Million
Q2 2024 Aug 09, 2024	BUY	$68.06 - $77.1 $587,561 - $665,604	8,633 Added 185.7%	13,282 $1.02 Million
Q1 2024 May 08, 2024	SELL	$67.66 - $74.45 $5,480 - $6,030	-81 Reduced 1.71%	4,649 $335,000
Q4 2023 Feb 07, 2024	BUY	$61.4 - $74.46 $19,034 - $23,082	310 Added 7.01%	4,730 $347,000
Q3 2023 Nov 07, 2023	BUY	$65.29 - $76.0 $46,682 - $54,340	715 Added 19.3%	4,420 $291,000
Q2 2023 Aug 11, 2023	SELL	$68.53 - $73.43 $16,447 - $17,623	-240 Reduced 6.08%	3,705 $271,000
Q1 2023 Apr 28, 2023	SELL	$65.21 - $77.8 $29,670 - $35,399	-455 Reduced 10.34%	3,945 $278,000
Q4 2022 Feb 13, 2023	BUY	$66.83 - $73.54 $106,126 - $116,781	1,588 Added 56.47%	4,400 $300,000
Q3 2022 Nov 01, 2022	SELL	$70.67 - $88.84 $5,512 - $6,929	-78 Reduced 2.7%	2,812 $202,000
Q2 2022 Aug 02, 2022	SELL	$75.39 - $99.18 $29,251 - $38,481	-388 Reduced 11.84%	2,890 $231,000
Q1 2022 Apr 27, 2022	SELL	$88.05 - $98.21 $19,194 - $21,409	-218 Reduced 6.24%	3,278 $316,000
Q4 2021 Jan 24, 2022	BUY	$86.13 - $98.23 $41,428 - $47,248	481 Added 15.95%	3,496 $343,000
Q2 2021 Jul 29, 2021	SELL	$75.32 - $84.85 $53,326 - $60,073	-708 Reduced 19.02%	3,015 $247,000
Q1 2021 May 13, 2021	SELL	$65.28 - $76.16 $110,714 - $129,167	-1,696 Reduced 31.3%	3,723 $275,000
Q4 2020 Jan 22, 2021	SELL	$59.11 - $69.37 $667,292 - $783,117	-11,289 Reduced 67.57%	5,419 $368,000
Q3 2020 Oct 14, 2020	BUY	$58.39 - $64.73 $687,483 - $762,131	11,774 Added 238.63%	16,708 $1.02 Million
Q2 2020 Aug 06, 2020	SELL	$49.35 - $67.83 $1.16 Million - $1.6 Million	-23,527 Reduced 82.66%	4,934 $295,000
Q1 2020 Apr 30, 2020	BUY	$45.74 - $81.9 $1.02 Million - $1.83 Million	22,324 Added 363.76%	28,461 $1.57 Million
Q4 2019 Feb 14, 2020	BUY	$72.82 - $81.61 $116,147 - $130,167	1,595 Added 35.12%	6,137 $463,000
Q3 2019 Nov 08, 2019	SELL	$77.3 - $79.63 $31,924 - $32,887	-413 Reduced 8.34%	4,542 $362,000
Q2 2019 Aug 06, 2019	BUY	N/A	22 Added 0.45%	4,955 $361,000
Q1 2019 May 13, 2019	BUY	N/A	4,933 New	4,933 $349,000

Others Institutions Holding REZ

# of Institutions

191

Shares Held

8.77M

Call Options Held

5.7K

Put Options Held

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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Avantax Advisory Services, Inc. Ishares Tr Residential And Mul Transaction History