AVANTAX PLANNING PARTNERS, INC. – iShares S&P 500 Growth ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$26.12M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +26.47% | 94.52K shares | 4.57M | $57.85 | 451.65K |
| Q2 2022 | share | Increase | +75.75% | 153.92K shares | 6.03M | $60.35 | 357.13K |
| Q1 2022 | share | Increase | +38.31% | 56.28K shares | 3.22M | $76.38 | 203.20K |
| Q4 2021 | share | Increase | +1.49% | 2.15K shares | 1.59M | $84.16 | 146.91K |
| Q3 2021 | share | Decrease | -0.50% | -722 shares | 119K | $73.91 | 144.76K |
| Q2 2021 | share | Decrease | -0.55% | -798 shares | 1.05M | $72.62 | 145.48K |
| Q1 2021 | share | Increase | +0.18% | 264 shares | 206K | $64.94 | 146.28K |
| Q4 2020 | share | Increase | 0.00% | 146.02K shares | 9.31M | $63.55 | 146.02K |
| Q4 2018 | share | Increase | +44.14% | 50.38K shares | 1.14M | $36.49 | 164.53K |
| Q3 2018 | share | Decrease | -0.84% | -968 shares | 376K | $42.77 | 114.14K |
| Q2 2018 | share | Decrease | -0.83% | -960 shares | 180K | $39.15 | 115.11K |
| Q1 2018 | share | Decrease | -2.32% | -2.76K shares | -39K | $37.22 | 116.07K |
| Q4 2017 | share | Decrease | -24.22% | -37.98K shares | -1.08M | $36.56 | 118.83K |
| Q3 2017 | share | Decrease | -17.81% | -33.98K shares | -905K | $34.2 | 156.81K |
| Q2 2017 | share | Increase | +0.38% | 716 shares | 278K | $32.52 | 190.8K |
| Q1 2017 | share | Decrease | -3.80% | -7.5K shares | 234K | $31.14 | 190.08K |
| Q4 2016 | share | Increase | 0.00% | 197.58K shares | 6.01M | $28.74 | 197.58K |