Avantax Planning Partners, Inc. ISHARES TR Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	N/A	-19,396 Closed	0 $0
Q3 2021 Oct 27, 2021	SELL	N/A	-728 Reduced 3.62%	19,396 $480,000
Q2 2021 Aug 10, 2021	BUY	N/A	196 Added 0.98%	20,124 $499,000
Q1 2021 May 06, 2021	BUY	N/A	82 Added 0.41%	19,928 $495,000
Q4 2020 Feb 04, 2021	BUY	N/A	506 Added 2.62%	19,846 $494,000
Q3 2020 Oct 28, 2020	BUY	N/A	342 Added 1.8%	19,340 $484,000
Q2 2020 Jul 15, 2020	SELL	N/A	-925 Reduced 4.64%	18,998 $478,000
Q1 2020 Apr 27, 2020	BUY	N/A	543 Added 2.8%	19,923 $491,000
Q4 2019 Jan 15, 2020	BUY	N/A	297 Added 1.56%	19,380 $484,000
Q3 2019 Nov 08, 2019	BUY	N/A	36 Added 0.19%	19,083 $477,000
Q2 2019 Aug 07, 2019	BUY	N/A	798 Added 4.37%	19,047 $473,000
Q1 2019 May 08, 2019	SELL	N/A	-10,691 Reduced 36.94%	18,249 $451,000
Q4 2018 Feb 14, 2019	SELL	N/A	-288 Reduced 0.99%	28,940 $705,000
Q3 2018 Nov 13, 2018	BUY	N/A	1,014 Added 3.59%	29,228 $712,000
Q2 2018 Aug 13, 2018	BUY	N/A	2,306 Added 8.9%	28,214 $688,000
Q1 2018 May 15, 2018	SELL	N/A	-1,469 Reduced 5.37%	25,908 $634,000
Q4 2017 Feb 09, 2018	BUY	N/A	3,597 Added 15.13%	27,377 $679,000
Q3 2017 Oct 19, 2017	BUY	N/A	23,780	23,780 $596,000

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