AVANTAX PLANNING PARTNERS, INC. – Heartland Financial USA, Inc. Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$6.00M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
+4.38%
quarter
Heartland Financial USA, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.87% | -28.07K shares | -914K | $43.36 | 138.39K |
| Q2 2022 | share | Increase | 0.00% | 4 shares | -1.04M | $41.54 | 166.47K |
| Q1 2022 | share | Increase | 0.00% | 6 shares | -463K | $47.83 | 166.46K |
| Q4 2021 | share | Increase | +0.09% | 152 shares | 429K | $50.77 | 166.46K |
| Q3 2021 | share | Increase | 0.00% | 3 shares | 181K | $47.83 | 166.31K |
| Q2 2021 | share | Increase | 0.00% | 4 shares | -543K | $46.5 | 166.30K |
| Q1 2021 | share | Increase | 0.00% | 5 shares | 1.64M | $49.52 | 166.30K |
| Q4 2020 | share | Increase | 0.00% | 166.29K shares | 6.71M | $39.58 | 166.29K |
| Q4 2018 | share | Increase | 0.00% | 4 shares | -1.77M | $41.5 | 125.86K |
| Q3 2018 | share | Decrease | -0.07% | -93 shares | 397K | $54.61 | 125.86K |
| Q2 2018 | share | Decrease | -0.07% | -86 shares | 223K | $51.48 | 125.95K |
| Q1 2018 | share | Increase | +1.86% | 2.30K shares | 48K | $49.67 | 126.04K |
| Q4 2017 | share | Increase | 0.00% | 4 shares | 526K | $50.11 | 123.73K |
| Q3 2017 | share | Increase | +12.38% | 13.63K shares | 926K | $45.98 | 123.73K |
| Q2 2017 | share | Increase | +994.76% | 100.04K shares | 4.68M | $43.73 | 110.1K |
| Q1 2017 | share | Increase | +0.05% | 5 shares | 19K | $46.27 | 10.05K |
| Q4 2016 | share | Increase | 0.00% | 10.05K shares | 483K | $44.36 | 10.05K |