Avantax Planning Partners, Inc. Ishares S&P 500 Growth ETF Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 133,772 shares of IVW stock, worth $13.8 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

133,772

Previous 135,628 1.37%

Holding current value

$13.8 Million

Previous $13 Million 4.58%

% of portfolio

0.49%

Previous 0.47%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$94.43 - $105.47 $175,262 - $195,752	-1,856 Reduced 1.37%	133,772 $13.6 Million
Q3 2024 Nov 13, 2024	SELL	$84.77 - $97.13 $1.47 Million - $1.69 Million	-17,365 Reduced 11.35%	135,628 $13 Million
Q2 2024 Aug 09, 2024	SELL	$79.31 - $93.31 $336,274 - $395,634	-4,240 Reduced 2.7%	152,993 $14.2 Million
Q1 2024 May 02, 2024	SELL	$72.87 - $85.14 $1.99 Million - $2.32 Million	-27,295 Reduced 14.79%	157,233 $13.3 Million
Q4 2023 Feb 09, 2024	SELL	$65.78 - $75.4 $281,735 - $322,938	-4,283 Reduced 2.27%	184,528 $13.9 Million
Q3 2023 Nov 03, 2023	SELL	$68.05 - $72.66 $20,006 - $21,362	-294 Reduced 0.16%	188,811 $12.9 Million
Q2 2023 Jul 17, 2023	SELL	$63.21 - $70.48 $31,478 - $35,099	-498 Reduced 0.26%	189,105 $13.3 Million
Q1 2023 Apr 20, 2023	SELL	$57.25 - $63.89 $473,572 - $528,498	-8,272 Reduced 4.18%	189,603 $12.1 Million
Q4 2022 Feb 09, 2023	SELL	$56.73 - $63.56 $14.4 Million - $16.1 Million	-253,782 Reduced 56.19%	197,875 $11.6 Million
Q3 2022 Oct 14, 2022	BUY	$57.85 - $71.43 $5.47 Million - $6.75 Million	94,525 Added 26.47%	451,657 $26.1 Million
Q2 2022 Jul 18, 2022	BUY	$58.13 - $77.8 $8.95 Million - $12 Million	153,928 Added 75.75%	357,132 $21.6 Million
Q1 2022 May 09, 2022	BUY	$68.33 - $84.32 $3.85 Million - $4.75 Million	56,286 Added 38.31%	203,204 $15.5 Million
Q4 2021 Jan 28, 2022	BUY	$73.18 - $84.81 $157,629 - $182,680	2,154 Added 1.49%	146,918 $12.3 Million
Q3 2021 Oct 27, 2021	SELL	$72.99 - $79.0 $52,698 - $57,038	-722 Reduced 0.5%	144,764 $10.7 Million
Q2 2021 Aug 10, 2021	SELL	$65.96 - $72.81 $52,636 - $58,102	-798 Reduced 0.55%	145,486 $10.6 Million
Q1 2021 May 06, 2021	BUY	$61.43 - $67.25 $16,217 - $17,754	264 Added 0.18%	146,284 $9.53 Million
Q4 2020 Feb 04, 2021	BUY	$56.17 - $63.82 $6.25 Million - $7.1 Million	111,312 Added 320.71%	146,020 $9.32 Million
Q3 2020 Oct 28, 2020	SELL	$52.42 - $62.43 $77,738 - $92,583	-1,483 Reduced 4.1%	34,708 $8.02 Million
Q2 2020 Jul 15, 2020	SELL	$39.5 - $52.48 $108,072 - $143,585	-2,736 Reduced 7.03%	36,191 $7.51 Million
Q1 2020 Apr 27, 2020	SELL	$36.14 - $52.65 $94,975 - $138,364	-2,628 Reduced 6.32%	38,927 $6.43 Million
Q4 2019 Jan 15, 2020	SELL	$43.72 - $48.62 $21,379 - $23,775	-489 Reduced 1.16%	41,555 $8.05 Million
Q3 2019 Nov 08, 2019	BUY	$43.49 - $46.27 $565 - $601	13 Added 0.03%	42,044 $7.57 Million
Q2 2019 Aug 07, 2019	BUY	$41.95 - $45.26 $72,699 - $78,435	1,733 Added 4.3%	42,031 $7.65 Million
Q1 2019 May 08, 2019	SELL	$36.63 - $43.33 $30,586 - $36,180	-835 Reduced 2.03%	40,298 $6.95 Million
Q4 2018 Feb 14, 2019	BUY	$35.15 - $44.43 $442,784 - $559,684	12,597 Added 44.14%	41,133 $6.2 Million
Q3 2018 Nov 13, 2018	SELL	$40.58 - $44.29 $9,820 - $10,718	-242 Reduced 0.84%	28,536 $5.06 Million
Q2 2018 Aug 13, 2018	SELL	$37.83 - $42.01 $9,079 - $10,082	-240 Reduced 0.83%	28,778 $4.68 Million
Q1 2018 May 15, 2018	SELL	$37.4 - $41.49 $25,806 - $28,628	-690 Reduced 2.32%	29,018 $4.5 Million
Q4 2017 Feb 09, 2018	SELL	$35.95 - $38.73 $341,381 - $367,780	-9,496 Reduced 24.22%	29,708 $4.54 Million
Q3 2017 Oct 19, 2017	BUY	$35.46 - $35.85 $1.39 Million - $1.41 Million	39,204	39,204 $5.62 Million

Others Institutions Holding IVW

# of Institutions

1,999

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Ishares S&P 500 Growth ETF Transaction History