Avantax Planning Partners, Inc. Ishares Global Industrials ETF Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Global Industrials ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 4,206 shares of EXI stock, worth $722,338. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,206
Previous 4,206 -0.0%
Holding current value
$722,338
Previous $695,000 4.46%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023
BUY
$111.18 - $120.25 $11,785 - $12,746
106 Added 2.59%
4,206 $505,000
Q3 2021

Oct 27, 2021
SELL
$116.83 - $124.89 $105,147 - $112,401
-900 Reduced 18.0%
4,100 $482,000
Q4 2020

Feb 04, 2021
BUY
$90.06 - $106.97 $450,300 - $534,850
5,000 New
5,000 $534,000

Others Institutions Holding EXI

# of Institutions
114
Shares Held
4.76M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES GLOBAL INDUSTRIALS ETF

EXI Quotes by TradingView
  • Ticker EXI
  • Sector ETFs
  • Industry ETFs
More about EXI
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