AVANTAX PLANNING PARTNERS, INC. – iShares Core S&P 500 ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$949,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +17.71% | 398 shares | 97K | $358.65 | 2.64K |
| Q2 2022 | share | Decrease | -15.81% | -422 shares | -359K | $379.15 | 2.24K |
| Q1 2022 | share | Increase | +22.15% | 484 shares | 169K | $453.69 | 2.66K |
| Q4 2021 | share | Increase | +19.01% | 349 shares | 251K | $478.18 | 2.18K |
| Q3 2021 | share | Increase | +2.63% | 47 shares | 22K | $430.82 | 1.83K |
| Q2 2021 | share | Increase | +6.36% | 107 shares | 100K | $428.29 | 1.78K |
| Q1 2021 | share | Decrease | -5.88% | -105 shares | -2K | $395.17 | 1.68K |
| Q4 2020 | share | Increase | 0.00% | 1.78K shares | 671K | $371.65 | 1.78K |
| Q4 2018 | share | Increase | +82.70% | 1.91K shares | 388K | $239.15 | 4.23K |
| Q3 2018 | share | Decrease | -22.35% | -667 shares | -137K | $276.32 | 2.31K |
| Q2 2018 | share | Decrease | -9.27% | -305 shares | -58K | $256.62 | 2.98K |
| Q1 2018 | share | Increase | +3.56% | 113 shares | 19K | $248.24 | 3.29K |
| Q4 2017 | share | Decrease | -0.06% | -2 shares | 50K | $250.34 | 3.17K |
| Q3 2017 | share | Increase | +76.12% | 1.37K shares | 365K | $234.4 | 3.17K |
| Q2 2017 | share | Increase | +4.21% | 73 shares | 28K | $224.43 | 1.80K |
| Q1 2017 | share | Decrease | -13.14% | -262 shares | -38K | $217.77 | 1.73K |
| Q4 2016 | share | Increase | 0.00% | 1.99K shares | 449K | $205.6 | 1.99K |