Avantax Advisory Services, Inc. Ishares Tr Exponential Technol Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 30,733 shares of XT stock, worth $1.82 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

30,733

Previous 30,853 0.39%

Holding current value

$1.82 Million

Previous $1.88 Million 2.34%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$58.7 - $62.72 $7,044 - $7,526	-120 Reduced 0.39%	30,733 $1.83 Million
Q3 2024 Nov 13, 2024	BUY	$54.51 - $61.59 $90,486 - $102,239	1,660 Added 5.69%	30,853 $1.88 Million
Q2 2024 Aug 09, 2024	BUY	$54.45 - $59.72 $72,418 - $79,427	1,330 Added 4.77%	29,193 $1.72 Million
Q1 2024 May 08, 2024	BUY	$56.54 - $61.02 $144,685 - $156,150	2,559 Added 10.11%	27,863 $1.66 Million
Q4 2023 Feb 07, 2024	BUY	$48.21 - $60.43 $85,813 - $107,565	1,780 Added 7.57%	25,304 $1.51 Million
Q3 2023 Nov 07, 2023	BUY	$51.24 - $58.44 $177,392 - $202,319	3,462 Added 17.26%	23,524 $1.23 Million
Q2 2023 Aug 11, 2023	SELL	$49.89 - $56.59 $128,317 - $145,549	-2,572 Reduced 11.36%	20,062 $1.12 Million
Q1 2023 Apr 28, 2023	SELL	$47.43 - $55.75 $391,392 - $460,049	-8,252 Reduced 26.72%	22,634 $1.19 Million
Q4 2022 Feb 13, 2023	BUY	$43.76 - $51.48 $1.13 Million - $1.33 Million	25,848 Added 513.06%	30,886 $1.46 Million
Q3 2022 Nov 01, 2022	BUY	$44.57 - $54.25 $9,894 - $12,043	222 Added 4.61%	5,038 $225,000
Q2 2022 Aug 02, 2022	SELL	$45.91 - $60.17 $137 - $180	-3 Reduced 0.06%	4,816 $231,000
Q1 2022 Apr 27, 2022	BUY	$53.33 - $66.42 $26,185 - $32,612	491 Added 11.34%	4,819 $286,000
Q4 2021 Jan 24, 2022	BUY	$61.75 - $67.29 $25,873 - $28,194	419 Added 10.72%	4,328 $286,000
Q3 2021 Oct 21, 2021	BUY	$61.98 - $66.61 $2,479 - $2,664	40 Added 1.03%	3,909 $245,000
Q2 2021 Jul 29, 2021	BUY	$58.68 - $63.51 $3,931 - $4,255	67 Added 1.76%	3,869 $245,000
Q1 2021 May 13, 2021	BUY	$56.43 - $62.22 $214,546 - $236,560	3,802 New	3,802 $226,000
Q4 2020 Jan 22, 2021	SELL	$47.8 - $57.26 $275,041 - $329,474	-5,754 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$44.68 - $50.55 $257,088 - $290,864	5,754 New	5,754 $279,000

Others Institutions Holding XT

# of Institutions

275

Shares Held

45M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

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Avantax Advisory Services, Inc. Ishares Tr Exponential Technol Transaction History