Avantax Planning Partners, Inc. Ishares Tr Msci Eafe ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 14,957 shares of EFA stock, worth $1.12 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,957

Previous 17,207 13.08%

Holding current value

$1.12 Million

Previous $1.35 Million 7.2%

% of portfolio

0.05%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$75.32 - $84.37 $169,469 - $189,832	-2,250 Reduced 13.08%	14,957 $1.25 Million
Q2 2024 Aug 09, 2024	BUY	$76.09 - $82.16 $608 - $657	8 Added 0.05%	17,207 $1.35 Million
Q1 2024 May 02, 2024	SELL	$73.11 - $80.04 $354,510 - $388,113	-4,849 Reduced 21.99%	17,199 $1.37 Million
Q4 2023 Feb 09, 2024	BUY	$65.84 - $75.47 $225,304 - $258,258	3,422 Added 18.37%	22,048 $1.66 Million
Q3 2023 Nov 03, 2023	SELL	$68.56 - $74.46 $142,879 - $155,174	-2,084 Reduced 10.06%	18,626 $1.28 Million
Q2 2023 Jul 17, 2023	BUY	$70.67 - $73.9 $153,353 - $160,363	2,170 Added 11.7%	20,710 $1.5 Million
Q1 2023 Apr 20, 2023	BUY	$66.22 - $72.19 $4,767 - $5,197	72 Added 0.39%	18,540 $1.33 Million
Q4 2022 Feb 09, 2023	BUY	$55.71 - $67.79 $111 - $135	2 Added 0.01%	18,468 $1.21 Million
Q3 2022 Oct 14, 2022	SELL	$55.54 - $66.76 $859,037 - $1.03 Million	-15,467 Reduced 45.58%	18,466 $1.03 Million
Q2 2022 Jul 18, 2022	BUY	$61.48 - $74.59 $121,976 - $147,986	1,984 Added 6.21%	33,933 $2.12 Million
Q1 2022 May 09, 2022	SELL	$66.84 - $79.66 $100,193 - $119,410	-1,499 Reduced 4.48%	31,949 $2.35 Million
Q4 2021 Jan 28, 2022	BUY	$76.4 - $81.83 $1.1 Million - $1.17 Million	14,339 Added 75.04%	33,448 $2.63 Million
Q3 2021 Oct 27, 2021	SELL	$76.9 - $82.13 $66,134 - $70,631	-860 Reduced 4.31%	19,109 $1.49 Million
Q2 2021 Aug 10, 2021	BUY	$76.86 - $81.95 $384 - $409	5 Added 0.03%	19,969 $1.58 Million
Q1 2021 May 06, 2021	BUY	$72.39 - $76.92 $993,263 - $1.06 Million	13,721 Added 219.78%	19,964 $1.52 Million
Q4 2020 Feb 04, 2021	SELL	$61.39 - $73.52 $317,693 - $380,466	-5,175 Reduced 45.32%	6,243 $455,000
Q3 2020 Oct 28, 2020	SELL	$61.1 - $65.92 $11,303 - $12,195	-185 Reduced 1.59%	11,418 $727,000
Q2 2020 Jul 15, 2020	SELL	$50.9 - $64.65 $18,578 - $23,597	-365 Reduced 3.05%	11,603 $706,000
Q1 2020 Apr 27, 2020	SELL	$46.5 - $70.38 $43,198 - $65,383	-929 Reduced 7.2%	11,968 $640,000
Q4 2019 Jan 15, 2020	SELL	$63.25 - $69.66 $170,648 - $187,942	-2,698 Reduced 17.3%	12,897 $896,000
Q3 2019 Nov 08, 2019	BUY	$61.3 - $66.68 $37,944 - $41,274	619 Added 4.13%	15,595 $1.02 Million
Q2 2019 Aug 07, 2019	SELL	$63.4 - $66.99 $131,872 - $139,339	-2,080 Reduced 12.2%	14,976 $985,000
Q1 2019 May 08, 2019	SELL	$58.13 - $65.61 $60,862 - $68,693	-1,047 Reduced 5.78%	17,056 $1.11 Million
Q4 2018 Feb 14, 2019	BUY	$56.89 - $68.07 $21,276 - $25,458	374 Added 2.11%	18,103 $1.06 Million
Q3 2018 Nov 13, 2018	BUY	$65.43 - $68.98 $112,866 - $118,990	1,725 Added 10.78%	17,729 $1.21 Million
Q2 2018 Aug 13, 2018	SELL	$66.35 - $71.9 $344,555 - $373,376	-5,193 Reduced 24.5%	16,004 $1.07 Million
Q1 2018 May 15, 2018	BUY	$67.94 - $75.25 $1,630 - $1,806	24 Added 0.11%	21,197 $1.48 Million
Q4 2017 Feb 09, 2018	SELL	$68.42 - $70.8 $640,205 - $662,475	-9,357 Reduced 30.65%	21,173 $1.49 Million
Q3 2017 Oct 19, 2017	BUY	$66.39 - $68.48 $2.03 Million - $2.09 Million	30,530	30,530 $2.09 Million

Others Institutions Holding EFA

# of Institutions

2,120

Shares Held

573M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Ishares Tr Msci Eafe ETF Transaction History