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 51,173 shares of SHV stock, worth $5.65 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

51,173

Previous 60,111 14.87%

Holding current value

$5.65 Million

Previous $6.65 Million 15.28%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$109.92 - $110.57 $982,464 - $988,274	-8,938 Reduced 14.87%	51,173 $5.63 Million
Q3 2024 Nov 13, 2024	SELL	$110.05 - $110.63 $450,874 - $453,251	-4,097 Reduced 6.38%	60,111 $6.65 Million
Q2 2024 Aug 09, 2024	BUY	$110.04 - $110.51 $3.19 Million - $3.2 Million	28,994 Added 82.34%	64,208 $7.09 Million
Q1 2024 May 08, 2024	SELL	$110.11 - $110.57 $22.1 Million - $22.2 Million	-200,405 Reduced 85.05%	35,214 $3.89 Million
Q4 2023 Feb 07, 2024	BUY	$109.86 - $110.59 $1.61 Million - $1.62 Million	14,622 Added 6.62%	235,619 $25.9 Million
Q3 2023 Nov 07, 2023	BUY	$109.99 - $110.5 $1.53 Million - $1.53 Million	13,881 Added 6.7%	220,997 $24.4 Million
Q2 2023 Aug 11, 2023	BUY	$110.0 - $110.45 $1.82 Million - $1.83 Million	16,565 Added 8.69%	207,116 $22.9 Million
Q1 2023 Apr 28, 2023	BUY	$109.94 - $110.5 $958,237 - $963,118	8,716 Added 4.79%	190,551 $21.1 Million
Q4 2022 Feb 13, 2023	BUY	$109.74 - $110.1 $17.1 Million - $17.2 Million	156,115 Added 606.98%	181,835 $20 Million
Q3 2022 Nov 01, 2022	BUY	$109.92 - $110.13 $1.18 Million - $1.18 Million	10,737 Added 71.66%	25,720 $2.83 Million
Q2 2022 Aug 02, 2022	BUY	$109.96 - $110.28 $1.22 Million - $1.22 Million	11,063 Added 282.22%	14,983 $1.65 Million
Q1 2022 Apr 27, 2022	SELL	$110.22 - $110.4 $77,374 - $77,500	-702 Reduced 15.19%	3,920 $432,000
Q4 2021 Jan 24, 2022	BUY	$110.39 - $110.47 $95,156 - $95,225	862 Added 22.93%	4,622 $510,000
Q3 2021 Oct 21, 2021	SELL	$110.46 - $110.49 $144,592 - $144,631	-1,309 Reduced 25.82%	3,760 $416,000
Q2 2021 Jul 29, 2021	SELL	$110.48 - $110.53 $54,135 - $54,159	-490 Reduced 8.81%	5,069 $560,000
Q1 2021 May 13, 2021	BUY	$110.51 - $110.53 $147,530 - $147,557	1,335 Added 31.61%	5,559 $612,000
Q4 2020 Jan 22, 2021	SELL	$110.51 - $110.7 $1.98 Million - $1.99 Million	-17,932 Reduced 80.94%	4,224 $466,000
Q3 2020 Oct 14, 2020	BUY	$110.7 - $110.74 $2.08 Million - $2.08 Million	18,774 Added 555.12%	22,156 $2.45 Million
Q2 2020 Aug 06, 2020	SELL	$110.71 - $110.94 $2,435 - $2,440	-22 Reduced 0.65%	3,382 $373,000
Q1 2020 Apr 30, 2020	BUY	$110.45 - $111.07 $97,416 - $97,963	882 Added 34.97%	3,404 $377,000
Q4 2019 Feb 14, 2020	BUY	$110.39 - $110.72 $278,403 - $279,235	2,522 New	2,522 $277,000

Others Institutions Holding SHV

# of Institutions

772

Shares Held

94.5M

Call Options Held

Put Options Held

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About ISHARES TR

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