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

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 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 135,628 shares of IVW stock, worth $13.7 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

135,628

Previous 152,993 11.35%

Holding current value

$13.7 Million

Previous $14.2 Million 8.27%

% of portfolio

0.47%

Previous 0.46%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,830

Shares Held

415M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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