Avantax Planning Partners, Inc. ISHARES TR Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	N/A	-43,772 Closed	0 $0
Q3 2021 Oct 27, 2021	SELL	N/A	-1,306 Reduced 2.9%	43,772 $1.12 Million
Q2 2021 Aug 10, 2021	SELL	N/A	-15,675 Reduced 25.8%	45,078 $1.16 Million
Q1 2021 May 06, 2021	BUY	N/A	8,072 Added 15.32%	60,753 $1.56 Million
Q4 2020 Feb 04, 2021	BUY	N/A	3,232 Added 6.54%	52,681 $1.36 Million
Q1 2020 Apr 27, 2020	SELL	N/A	-12,115 Reduced 19.68%	49,449 $1.26 Million
Q4 2019 Jan 15, 2020	SELL	N/A	-1,675 Reduced 2.65%	61,564 $1.59 Million
Q3 2019 Nov 08, 2019	BUY	N/A	1,733 Added 2.82%	63,239 $1.63 Million
Q2 2019 Aug 07, 2019	BUY	N/A	3,076 Added 5.26%	61,506 $1.58 Million
Q1 2019 May 08, 2019	BUY	N/A	22,882 Added 64.37%	58,430 $1.5 Million
Q3 2018 Nov 13, 2018	BUY	N/A	2,220 Added 6.66%	35,548 $899,000
Q2 2018 Aug 13, 2018	BUY	N/A	10,993 Added 49.22%	33,328 $848,000
Q1 2018 May 15, 2018	BUY	N/A	22,335 New	22,335 $567,000

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